
IRS 8917 2020-2025 free printable template
Show details
8917Form (Rev. January 2020) Department of the Treasury Internal Revenue ServiceTuition and Fees Deduction OMB No. 15450074 Attach to Form 1040 or 1040SR. Go to www.irs.gov/Form8917 for the latest
pdfFiller is not affiliated with IRS
Instructions and Help about IRS 8917
How to edit IRS 8917
How to fill out IRS 8917
Instructions and Help about IRS 8917
How to edit IRS 8917
To edit IRS 8917, simply access the form using pdfFiller's platform. You can upload the form you have, make necessary changes, and then save your edited version. Ensure all information is accurate and complete before proceeding to the next step.
How to fill out IRS 8917
Filling out IRS 8917 requires careful attention to detail. First, gather all necessary documentation, including your personal identification information and data regarding qualified tuition and related expenses. Then, follow these steps:
01
Identify your qualifying education expenses and fill them in according to IRS guidelines.
02
Provide your financial information as outlined in the instructions for the form.
03
Sign and date the form once you have completed all sections.
Latest updates to IRS 8917
Latest updates to IRS 8917
Stay informed about any updates to IRS 8917 by regularly checking the official IRS website or your tax professional. Updates may include changes in regulations, eligibility criteria, or deadlines that affect how to report education credits.
All You Need to Know About IRS 8917
What is IRS 8917?
What is the purpose of this form?
Who needs the form?
When am I exempt from filling out this form?
Components of the form
Due date
What are the penalties for not issuing the form?
What information do you need when you file the form?
Is the form accompanied by other forms?
Where do I send the form?
All You Need to Know About IRS 8917
What is IRS 8917?
IRS 8917 is the form used by taxpayers to claim the College Tuition and Fees Deduction. This form allows eligible individuals to report qualified education expenses that can reduce their taxable income.
What is the purpose of this form?
The purpose of IRS 8917 is to allow taxpayers to declare qualified tuition and related expenses incurred for higher education. This deduction can reduce the amount of tax owed, effectively making higher education more affordable.
Who needs the form?
Individuals who paid qualified education expenses for themselves, their spouses, or dependents during the tax year should file IRS 8917 to claim the deduction. This form primarily benefits students attending eligible colleges, universities, or other post-secondary educational institutions.
When am I exempt from filling out this form?
You may be exempt from filling out IRS 8917 if you do not have qualified educational expenses, if you are claiming other education tax benefits, or if your income exceeds certain limits as outlined by the IRS.
Components of the form
IRS 8917 includes several components that need to be filled out. These consist of sections for your personal information, the amount of tuition you paid, and calculations for any educational expenses claimed. Each section must be completed accurately to avoid processing delays.
Due date
The due date for filing IRS 8917 coincides with the tax filing deadline for the year. Typically, this is April 15, unless extended due to specific circumstances. Ensure your form is submitted on time to benefit from the deduction.
What are the penalties for not issuing the form?
Failing to issue IRS 8917 when required can result in penalties imposed by the IRS. These may include fines or interest on any unpaid taxes resulting from not claiming the deduction. It is crucial to file accurately and on time to avoid such penalties.
What information do you need when you file the form?
When filing IRS 8917, you will need to provide details including your personal identification, Social Security number, the amount of tuition and fees paid, and other related educational expenses. Having accurate records will facilitate a smooth filing process.
Is the form accompanied by other forms?
No additional forms are required to be submitted with IRS 8917 when filing for the deduction. However, you should have documentation to support the figures listed on your form in case of an IRS audit.
Where do I send the form?
Submit IRS 8917 along with your federal tax return. If filing by mail, the address to send your return will depend on the state you reside in and whether you are enclosing a payment. Review the IRS mailing address guidelines to ensure proper submission.
See what our users say