Education and Healthcare
General Education Questions
- Is my Scholarship/Grant taxable?
- The American Opportunity Credit and Lifetime Learning Credit
- American Opportunity Tax 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?
Student Loans / FAFSA / GI Bill
- Who can claim 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?
- What information is needed to complete my FAFSA application?
- Do I need to enter my GI Bill for education assistance?
Education Credits / Scholarships / Expenses
- What education credits are available to lower my tax?
- Who can claim an Education Credit?
- When would I use Form 8863 for education credits?
- How many times can I claim the American Opportunity Credit?
- Who can claim the Tuition and Fees deduction?
- What are qualifying education expenses?
Affordable Care Act
- Do I have to repay the Excess Premium Tax Credit on the 2020 return?
- 2019 and 2020 Individual Responsibility Payment Eliminated
- Is my Estimated Household Income Below 100% Poverty Level?
- What are Monthly Enrollment Premiums?
- Who is considered a Member of my Household?
- What is Healthcare.gov and State Marketplace?
Health Savings Accounts / Medical Savings Accounts
- Total reimbursements received or that you expect to receive (Form 1099-LTC, 8853)
- What are qualified LTC services (Forms 1099-LTC, 8853)?
- What is a qualified LTC insurance contract (Forms 1099-LTC, 8853)?
- Additional Contribution Amount
- Spouses with separate HSA accounts and family coverage
- HSA Limitation Adjustment