Education and Healthcare
Student Loans / FAFSA / GI Bill
- What are the qualifications for the Student Loan Interest Deduction?
- What is a "qualified student loan"?
- What types of loans DO NOT qualify for the student loan interest deduction?
- Can I claim the Student Loan Interest Deduction if I take the Standard Deduction?
- Where can I get the information needed to complete my FAFSA application?
- How do I claim the GI Bill for education assistance?
Education Credits / Scholarships / Expenses
- What education deductions and credits are available to lower my tax?
- Who can take the Education Credit?
- When would I use Form 8863, Education Credit?
- How many times can I claim the American Opportunity Credit?
- What are the requirements to claim the Tuition and Fees deduction?
- Should I report my education expenses as an Education Credit or as a Tuition and Fees Deduction?
General Education Questions
- Is my Scholarship/Grant taxable?
- Compare the American Opportunity Credit, Lifetime Learning Credit, and Tuition and Fees Deduction
- American Opportunity Credit
- What is the Tuition and Fees Deduction?
- What are a few Tax Tips for Students and Parents Paying College Expenses?
- What Education deductions and credits are available?
Health Savings Accounts / Medical Savings Accounts
- What do I enter for Gross LTC premiums received on a per diem basis?
- Do I complete the LTC section if I received accelerated death benefits for a terminally ill insured individual?
- What are the exceptions to the 50% Medicare Advantage MSA Distributions tax?
- What are the Exceptions to the 20% tax on my MSA?
- What do I include in contributions I made to my MSA?
- What is included in Compensation for the High Deductible Health Plan (MSA)?
Affordable Care Act Prior to 2019
- Is there a Healthcare penalty for tax year 2018?
- Who is considered a Member of my Household?
- When may I claim the ACA coverage exemption for a child born or adopted during the tax year?
- How do I claim an ACA coverage exemption for a taxpayer that died during the tax year?
- What is Form 8965- Health Coverage Exemptions (Obamacare/ACA)?
- What is Minimum Essential Coverage (Obamacare/Affordable Care Act)?
ACA in 2019
- 2019 and 2020 Individual Responsibility Payment Eliminated
- Is my Estimated Household Income Below 100% Poverty Level?
- What are Monthly Enrollment Premiums?
- What should I enter for marketplace-issued certificate?
- What is Healthcare.gov and State Marketplace?
- What do I enter on the Dependents' Modified AGI screen?