Education and Healthcare
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?
- 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?
- The American Opportunity Credit, Lifetime Learning Credit, and Tuition and Fees Deduction Compared
- 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
- HSA Contributions
- How do I report HSA if taxpayer and spouse have separate HSA accounts?
- What's the difference between a Family Plan and a Self Only Plan for HSA?
- 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?
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
- 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?
- What should I enter for marketplace-issued certificate?
- What is Healthcare.gov and State Marketplace?