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2013 Federal Tax Forms 1040ez

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2013 Federal Tax Forms 1040ez

2013 federal tax forms 1040ez 35. 2013 federal tax forms 1040ez   Education Credits Table of Contents Introduction Useful Items - You may want to see: Who Can Claim an Education Credit Qualified Education ExpensesNo Double Benefit Allowed Adjustments to Qualified Education Expenses Introduction For 2013, there are two tax credits available to persons who pay expenses for higher (postsecondary) education. 2013 federal tax forms 1040ez They are: The American opportunity credit, and The lifetime learning credit. 2013 federal tax forms 1040ez The chapter will present an overview of these education credits. 2013 federal tax forms 1040ez To get the detailed information you will need to claim either of the credits, and for examples illustrating that information, see chapters 2 and 3 of Publication 970. 2013 federal tax forms 1040ez Can you claim more than one education credit this year?   For each student, you can choose for any year only one of the credits. 2013 federal tax forms 1040ez For example, if you choose to take the American opportunity credit for a child on your 2013 tax return, you cannot, for that same child, also claim the lifetime learning credit for 2013. 2013 federal tax forms 1040ez   If you are eligible to claim the American opportunity credit and you are also eligible to claim the lifetime learning credit for the same student in the same year, you can choose to claim either credit, but not both. 2013 federal tax forms 1040ez   If you pay qualified education expenses for more than one student in the same year, you can choose to take the American opportunity and the lifetime learning credits on a per-student, per-year basis. 2013 federal tax forms 1040ez This means that, for example, you can claim the American opportunity credit for one student and the lifetime learning credit for another student in the same year. 2013 federal tax forms 1040ez Table 35-1. 2013 federal tax forms 1040ez Comparison of Education Credits Caution. 2013 federal tax forms 1040ez You can claim both the American opportunity credit and the lifetime learning credit on the same return—but not for the same student. 2013 federal tax forms 1040ez   American Opportunity Credit Lifetime Learning Credit Maximum credit Up to $2,500 credit per eligible student Up to $2,000 credit per return Limit on modified adjusted gross income (MAGI) $180,000 if married filing jointly;  $90,000 if single, head of household, or qualifying widow(er) $127,000 if married filing jointly;  $63,000 if single, head of household, or qualifying widow(er) Refundable or nonrefundable 40% of credit may be refundable Credit limited to the amount of tax you must pay on your taxable income Number of years of postsecondary education Available ONLY if the student had not completed the first 4 years of postsecondary education before 2013 Available for all years of postsecondary education and for courses to acquire or improve job skills Number of tax years credit available Available ONLY for 4 tax years per eligible student (including any year(s) the Hope credit was claimed) Available for an unlimited number of years Type of program required Student must be pursuing a program leading to a degree or other recognized education credential Student does not need to be pursuing a program leading to a degree or other recognized education credential Number of courses Student must be enrolled at least half time for at least one academic period beginning during the tax year Available for one or more courses Felony drug conviction At the end of 2013, the student had not been convicted of a felony for possessing or distributing a controlled substance Felony drug convictions do not make the student ineligible Qualified expenses Tuition, required enrollment fees, and course materials that the student needs for a course of study whether or not the materials are bought at the educational institution as a condition of enrollment or attendance Tuition and fees required for enrollment or attendance (including amounts required to be paid to the institution for course-related books, supplies, and equipment) Payments for academic periods Payments made in 2013 for academic periods beginning in 2013 or beginning in the first 3 months of 2014 Differences between the American opportunity and lifetime learning credits. 2013 federal tax forms 1040ez   There are several differences between these two credits. 2013 federal tax forms 1040ez These differences are summarized in Table 35-1, later. 2013 federal tax forms 1040ez Useful Items - You may want to see: Publication 970 Tax Benefits for Education Form (and Instructions) 8863 Education Credits (American Opportunity and Lifetime Learning Credits) Who Can Claim an Education Credit You may be able to claim an education credit if you, your spouse, or a dependent you claim on your tax return was a student enrolled at or attending an eligible educational institution. 2013 federal tax forms 1040ez The credits are based on the amount of qualified education expenses paid for the student in 2013 for academic periods beginning in 2013 and in the first 3 months of 2014. 2013 federal tax forms 1040ez For example, if you paid $1,500 in December 2013 for qualified tuition for the spring 2014 semester beginning in January 2014, you may be able to use that $1,500 in figuring your 2013 education credit(s). 2013 federal tax forms 1040ez Academic period. 2013 federal tax forms 1040ez   An academic period includes a semester, trimester, quarter, or other period of study (such as a summer school session) as reasonably determined by an educational institution. 2013 federal tax forms 1040ez In the case of an educational institution that uses credit hours or clock hours and does not have academic terms, each payment period can be treated as an academic period. 2013 federal tax forms 1040ez Eligible educational institution. 2013 federal tax forms 1040ez   An eligible educational institution is any college, university, vocational school, or other postsecondary educational institution eligible to participate in a student aid program administered by the U. 2013 federal tax forms 1040ez S. 2013 federal tax forms 1040ez Department of Education. 2013 federal tax forms 1040ez It includes virtually all accredited public, nonprofit, and proprietary (privately owned profit-making) postsecondary institutions. 2013 federal tax forms 1040ez The educational institution should be able to tell you if it is an eligible educational institution. 2013 federal tax forms 1040ez   Certain educational institutions located outside the United States also participate in the U. 2013 federal tax forms 1040ez S. 2013 federal tax forms 1040ez Department of Education's Federal Student Aid (FSA) programs. 2013 federal tax forms 1040ez Who can claim a dependent's expenses. 2013 federal tax forms 1040ez   If an exemption is allowed as a deduction for any person who claims the student as a dependent, all qualified education expenses of the student are treated as having been paid by that person. 2013 federal tax forms 1040ez Therefore, only that person can claim an education credit for the student. 2013 federal tax forms 1040ez If a student is not claimed as a dependent on another person's tax return, only the student can claim a credit. 2013 federal tax forms 1040ez Expenses paid by a third party. 2013 federal tax forms 1040ez   Qualified education expenses paid on behalf of the student by someone other than the student (such as a relative) are treated as paid by the student. 2013 federal tax forms 1040ez However, qualified education expenses paid (or treated as paid) by a student who is claimed as a dependent on your tax return are treated as paid by you. 2013 federal tax forms 1040ez Therefore, you are treated as having paid expenses that were paid by the third party. 2013 federal tax forms 1040ez For more information and an example see Who Can Claim a Dependent's Expenses in Pub. 2013 federal tax forms 1040ez 970, chapter 2 or 3. 2013 federal tax forms 1040ez Who cannot claim a credit. 2013 federal tax forms 1040ez   You cannot take an education credit if any of the following apply. 2013 federal tax forms 1040ez You are claimed as a dependent on another person's tax return, such as your parent's return. 2013 federal tax forms 1040ez Your filing status is married filing separately. 2013 federal tax forms 1040ez You (or your spouse) were a nonresident alien for any part of 2013 and did not elect to be treated as a resident alien for tax purposes. 2013 federal tax forms 1040ez Your MAGI is one of the following. 2013 federal tax forms 1040ez American opportunity credit: $180,000 or more if married filing jointly, or $90,000 or more if single, head of household, or qualifying widow(er). 2013 federal tax forms 1040ez Lifetime learning credit: $127,000 or more if married filing jointly, or $63,000 or more if single, head of household, or qualifying widow(er) . 2013 federal tax forms 1040ez   Generally, your MAGI is the amount on your Form 1040, line 38, or Form 1040A, line 22. 2013 federal tax forms 1040ez However, if you are filing Form 2555, Form 2555–EZ, or Form 4563, or are excluding income from Puerto RIco, add to the amount on your Form 1040, line 38, or Form 1040A, line 22, the amount of income you excluded. 2013 federal tax forms 1040ez For details, see Pub. 2013 federal tax forms 1040ez 970. 2013 federal tax forms 1040ez    Figure 35-A may be helpful in determining if you can claim an education credit on your tax return. 2013 federal tax forms 1040ez The American opportunity credit will always be greater than or equal to the lifetime learning credit for any student who is eligible for both credits. 2013 federal tax forms 1040ez However, if any of the conditions for the American opportunity credit, listed in Table 35-1 earlier, are not met for any student, you cannot take the American opportunity credit for that student. 2013 federal tax forms 1040ez You may be able to take the lifetime learning credit for part or all of that student's qualified education expenses instead. 2013 federal tax forms 1040ez See Pub. 2013 federal tax forms 1040ez 970 for information on other education benefits. 2013 federal tax forms 1040ez Qualified Education Expenses Generally, qualified education expenses are amounts paid in 2013 for tuition and fees required for the student's enrollment or attendance at an eligible educational institution. 2013 federal tax forms 1040ez It does not matter whether the expenses were paid in cash, by check, by credit or debit card, or with borrowed funds. 2013 federal tax forms 1040ez For course-related books, supplies, and equipment, only certain expenses qualify. 2013 federal tax forms 1040ez American opportunity credit: Qualified education expenses include amounts spent on books, supplies, and equipment needed for a course of study, whether or not the materials are purchased from the educational institution as a condition of enrollment or attendance. 2013 federal tax forms 1040ez Lifetime learning credit: Qualified education expenses include amounts for books, supplies, and equipment only if required to be paid to the institution as a condition of enrollment or attendance. 2013 federal tax forms 1040ez Qualified education expenses include nonacademic fees, such as student activity fees, athletic fees, or other expenses unrelated to the academic course of instruction, only if the fee must be paid to the institution as a condition of enrollment or attendance. 2013 federal tax forms 1040ez However, fees for personal expenses (described below) are never qualified education expenses. 2013 federal tax forms 1040ez Qualified education expenses for either credit do not include amounts paid for: Personal expenses. 2013 federal tax forms 1040ez This means room and board, insurance, medical expenses (including student health fees), transportation, and other similar personal, living, or family expenses. 2013 federal tax forms 1040ez Any course or other education involving sports, games, or hobbies, or any noncredit course, unless such course or other education is part of the student's degree program or (for the lifetime learning credit only) helps the student acquire or improve job skills. 2013 federal tax forms 1040ez You should receive Form 1098–T, Tuition Statement, from the institution reporting either payments received in 2013 (box 1) or amounts billed in 2013 (box 2). 2013 federal tax forms 1040ez However, the amount in box 1 or 2 of Form 1098–T may be different from the amount you paid (or are treated as having paid). 2013 federal tax forms 1040ez In completing Form 8863, use only the amounts you actually paid (plus any amounts you are treated as having paid) in 2013, reduced as necessary, as described in Adjustments to Qualified Education Expenses , later. 2013 federal tax forms 1040ez Qualified education expenses paid on behalf of the student by someone other than the student (such as a relative) are treated as paid by the student. 2013 federal tax forms 1040ez Qualified education expenses paid (or treated as paid) by a student who is claimed as a dependent on your tax return are treated as paid by you. 2013 federal tax forms 1040ez If you or the student takes a deduction for higher education expenses, such as on Schedule A or C (Form 1040), you cannot use those expenses in your qualified education expenses when figuring your education credits. 2013 federal tax forms 1040ez Qualified education expenses for any academic period must be reduced by any tax-free educational assistance allocable to that academic period. 2013 federal tax forms 1040ez See Adjustments to Qualified Education Expenses, later. 2013 federal tax forms 1040ez Prepaid Expenses. 2013 federal tax forms 1040ez   Qualified education expenses paid in 2013 for an academic period that begins in the first 3 months of 2014 can be used in figuring an education credit for 2013 only. 2013 federal tax forms 1040ez See Academic period , earlier. 2013 federal tax forms 1040ez For example, if you pay $2,000 in December 2013 for qualified tuition for the 2014 winter quarter that begins in January 2014, you can use that $2,000 in figuring an education credit for 2013 only (if you meet all the other requirements). 2013 federal tax forms 1040ez    You cannot use any amount you paid in 2012 or 2014 to figure the qualified education expenses you use to figure your 2013 education credit(s). 2013 federal tax forms 1040ez Paid with borrowed funds. 2013 federal tax forms 1040ez   You can claim an education credit for qualified education expenses paid with the proceeds of a loan. 2013 federal tax forms 1040ez Use the expenses to figure the credit for the year in which the expenses are paid, not the year in which the loan is repaid. 2013 federal tax forms 1040ez Treat loan payments sent directly to the educational institution as paid on the date the institution credits the student's account. 2013 federal tax forms 1040ez Student withdraws from class(es). 2013 federal tax forms 1040ez   You can claim an education credit for qualified education expenses not refunded when a student withdraws. 2013 federal tax forms 1040ez No Double Benefit Allowed You cannot do any of the following. 2013 federal tax forms 1040ez Deduct higher education expenses on your income tax return (as, for example, a business expense) and also claim an education credit based on those same expenses. 2013 federal tax forms 1040ez Claim more than one education credit based on the same qualified education expenses. 2013 federal tax forms 1040ez Claim an education credit based on the same expenses used to figure the tax-free portion of a distribution from a Coverdell education savings account (ESA) or qualified tuition program (QTP). 2013 federal tax forms 1040ez Claim an education credit based on qualified education expenses paid with educational assistance, such as a tax-free scholarship, grant, or employer-provided educational assistance. 2013 federal tax forms 1040ez See Adjustments to Qualified Education Expenses, next. 2013 federal tax forms 1040ez Adjustments to Qualified Education Expenses For each student, reduce the qualified education expenses paid in 2013 by or on behalf of that student under the following rules. 2013 federal tax forms 1040ez The result is the amount of adjusted qualified education expenses for each student. 2013 federal tax forms 1040ez Tax-free educational assistance. 2013 federal tax forms 1040ez   For tax-free educational assistance received in 2013, reduce the qualified educational expenses for each academic period by the amount of tax-free educational assistance allocable to that academic period. 2013 federal tax forms 1040ez See Academic period , earlier. 2013 federal tax forms 1040ez      Tax-free educational assistance includes:    Tax-free parts of scholarships and fellowships (see chapter 12 of this publication and chapter 1 of Pub. 2013 federal tax forms 1040ez 970), The tax-free part of Pell grants (see chapter 1 of Pub. 2013 federal tax forms 1040ez 970), The tax-free part of employer-provided educational assistance (see Pub. 2013 federal tax forms 1040ez 970), Veterans' educational assistance (see chapter 1 of Pub. 2013 federal tax forms 1040ez 970), and Any other nontaxable (tax-free) payments (other than gifts or inheritances) received as educational assistance. 2013 federal tax forms 1040ez Generally, any scholarship or fellowship is treated as tax-free educational assistance. 2013 federal tax forms 1040ez However, a scholarship or fellowship is not treated as tax-free educational assistance to the extent the student includes it in gross income (if the student is required to file a tax return) for the year the scholarship or fellowship is received and either: The scholarship or fellowship (or any part of it) must be applied (by its terms) to expenses (such as room and board) other than qualified education expenses as defined in Qualified education expenses in Pub. 2013 federal tax forms 1040ez 970, chapter 1; or The scholarship or fellowship (or any part of it) may be applied (by its terms) to expenses (such as room and board) other than qualified education expenses as defined in Qualified education expenses in Pub. 2013 federal tax forms 1040ez 970, chapter 1. 2013 federal tax forms 1040ez You may be able to increase the combined value of an education credit and certain educational assistance if the student includes some or all of the educational assistance in income in the year received. 2013 federal tax forms 1040ez For details, see Adjustments of Qualified Education Expenses, in chapters 2 and 3 of Pub. 2013 federal tax forms 1040ez 970. 2013 federal tax forms 1040ez Some tax-free educational assistance received after 2013 may be treated as a refund of qualified education expenses paid in 2013. 2013 federal tax forms 1040ez This tax-free educational assistance is any tax-free educational assistance received by you or anyone else after 2013 for qualified education expenses paid on behalf of a student in 2013 (or attributable to enrollment at an eligible educational institution during 2013). 2013 federal tax forms 1040ez If this tax-free educational assistance is received after 2013 but before you file your 2013 income tax return, see Refunds received after 2013 but before your income tax return is filed, later. 2013 federal tax forms 1040ez If this tax-free educational assistance is received after 2013 and after you file your 2013 income tax return, see Refunds received after 2013 and after your income tax return is filed, later. 2013 federal tax forms 1040ez Refunds. 2013 federal tax forms 1040ez   A refund of qualified education expenses may reduce qualified education expenses for the tax year or may require you to repay (recapture) the credit that you claimed in an earlier year. 2013 federal tax forms 1040ez Some tax-free educational assistance received after 2013 may be treated as a refund. 2013 federal tax forms 1040ez See Tax-free educational assistance, earlier. 2013 federal tax forms 1040ez Refunds received in 2013. 2013 federal tax forms 1040ez   For each student, figure the adjusted qualified education expenses for 2013 by adding all the qualified education expenses paid in 2013 and subtracting any refunds of those expenses received from the eligible educational institution during 2013. 2013 federal tax forms 1040ez Refunds received after 2013 but before your income tax return is filed. 2013 federal tax forms 1040ez   If anyone receives a refund after 2013 of qualified education expenses paid on behalf of a student in 2013 and the refund is received before you file your 2013 income tax return, reduce the amount of qualified education expenses for 2013 by the amount of the refund. 2013 federal tax forms 1040ez Refunds received after 2013 and after your income tax return is filed. 2013 federal tax forms 1040ez   If anyone receives a refund after 2013 of qualified education expenses paid on behalf of a student in 2013 and the refund is received after you file your 2013 income tax return, you may need to repay some or all of the credit that you claimed. 2013 federal tax forms 1040ez See Credit recapture, next. 2013 federal tax forms 1040ez Credit recapture. 2013 federal tax forms 1040ez    If any tax-free educational assistance for the qualified education expenses paid in 2013, or any refund of your qualified education expenses paid in 2013, is received after you file your 2013 income tax return, you must recapture (repay) any excess credit. 2013 federal tax forms 1040ez You do this by refiguring the amount of your adjusted qualified education expenses for 2013 by reducing the expenses by the amount of the refund or tax-free educational assistance. 2013 federal tax forms 1040ez You then refigure your education credit(s) for 2013 and figure the amount by which your 2013 tax liability would have increased if you had claimed the refigured credit(s). 2013 federal tax forms 1040ez Include that amount as an additional tax for the year the refund or tax-free assistance was received. 2013 federal tax forms 1040ez Example. 2013 federal tax forms 1040ez    You paid $8,000 tuition and fees in December 2013 for your child's Spring semester beginning in January 2014. 2013 federal tax forms 1040ez You filed your 2013 tax return on February 3, 2014, and claimed a lifetime learning credit of $1,600 ($8,000 qualified education expense paid x . 2013 federal tax forms 1040ez 20). 2013 federal tax forms 1040ez You claimed no other tax credits. 2013 federal tax forms 1040ez After you filed your return, your child withdrew from two courses and you received a refund of $1,400. 2013 federal tax forms 1040ez You must refigure your 2013 lifetime learning credit using $6,600 ($8,000 qualified education expenses − $1,400 refund). 2013 federal tax forms 1040ez The refigured credit is $1,320 and your tax liability increased by $280. 2013 federal tax forms 1040ez You must include the difference of $280 ($1,600 credit originally claimed − $1,320 refigured credit) as additional tax on your 2014 income tax return. 2013 federal tax forms 1040ez See the instructions for your 2014 income tax return to determine where to include this tax. 2013 federal tax forms 1040ez If you also pay qualified education expenses in 2014 for an academic period that begins in the first 3 months of 2014 and you receive tax-free educational assistance, or a refund, as described above, you may choose to reduce your qualified education expenses for 2014 instead of reducing your expenses for 2013. 2013 federal tax forms 1040ez Amounts that do not reduce qualified education expenses. 2013 federal tax forms 1040ez   Do not reduce qualified education expenses by amounts paid with funds the student receives as: Payment for services, such as wages, A loan, A gift, An inheritance, or A withdrawal from the student's personal savings. 2013 federal tax forms 1040ez   Do not reduce the qualified education expenses by any scholarship or fellowship reported as income on the student's tax return in the following situations. 2013 federal tax forms 1040ez The use of the money is restricted, by the terms of the scholarship or fellowship, to costs of attendance (such as room and board) other than qualified education expenses, as defined in Chapter 1 of Pub. 2013 federal tax forms 1040ez 970. 2013 federal tax forms 1040ez The use of the money is not restricted. 2013 federal tax forms 1040ez   For examples, see chapter 2 in Pub. 2013 federal tax forms 1040ez 970. 2013 federal tax forms 1040ez Figure 35-A. 2013 federal tax forms 1040ez Can You Claim an Education Credit for 2013? This image is too large to be displayed in the current screen. 2013 federal tax forms 1040ez Please click the link to view the image. 2013 federal tax forms 1040ez Figure 35-A. 2013 federal tax forms 1040ez Can You Claim an Education Credit for 2013? Prev  Up  Next   Home   More Online Publications
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Understanding Your CP53A Notice

We tried to direct deposit your refund, but the financial institution couldn’t process it. We are researching your account, but it will take 8 to 10 weeks to reissue your refund.


What you need to do

  • If you don’t receive your refund check or a follow-up letter within 10 weeks, call us at 1-866-682-7451 x733.
  • If you call us before then, we won’t have any information about the status of your refund until we complete the research on your account.

Answers to Common Questions

Why was my direct deposit refund returned to the IRS?
A financial institution will reject a refund for a variety of reasons. Most often, one of the following items doesn’t match its records:

  • Name
  • SSN
  • Routing number
  • Account number

Why will it take up to 10 weeks to receive my refund?
We must research your account to determine if you are entitled to the refund. We try to balance customer service and tax compliance by reviewing tax returns to prevent fraudulent or erroneous refunds. However, these critical reviews add time to refund processing. Refund timeframes are also affected by:

  • Bankruptcy
  • An open audit
  • A balance due on a related account (such as a different tax year)

Will calling the IRS give me additional information or speed my refund?
No, calling the IRS won’t do anything to speed your refund. You don’t need to call us unless we ask you to. If we need more information to process your refund, we’ll contact you by mail. Our telephone assistors won’t be able to provide any additional information.

Is the estimated date my tax preparer, tax software, or “Where’s My Refund” provided a guarantee of when I’ll get my refund?
Unfortunately, we can’t guarantee the date when a taxpayer will get his or her refund. While we can provide an estimate, this is a “best-case scenario” where the tax return doesn’t require any additional review or corrections.We work hard to issue refunds as quickly as possible. However, you shouldn’t make major financial decisions based on the estimated issue date of a tax refund.

Can I direct part of my refund into my tax professional’s checking or savings account to pay my tax preparation fee?
No. You can direct your refund to any of your checking or savings accounts. You can’t direct your refund to someone else’s account (except for your spouse’s account when you have a joint refund).


Tips for next year

If you request a direct deposit refund, ensure the account you specify is in your name (or your spouse’s if you have a joint refund).

Page Last Reviewed or Updated: 04-Mar-2014

Printable samples of this notice (PDF)

 

 

How to get help

  • Call the 1-800 number listed on the top right corner of your notice.
  • Authorize someone (e.g., accountant) to contact the IRS on your behalf using Form 2848.
  • See if you qualify for help from a Low Income Taxpayer Clinic.
     

The 2013 Federal Tax Forms 1040ez

2013 federal tax forms 1040ez Publication 541 - Additional Material Prev  Up  Next   Home   More Online Publications