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Cash Management Department

  1. Do I need to receive a Form 1098-T, Tuition Payments Statement, from my children’s colleges before I can file for the American Opportunity Credit and the Lifetime Learning Tax Credit?

    There is no requirement that you receive this form before you can claim these credits.

    References:

    1. Publication 970, Tax Benefits for Education.
    2. Form 8863, Education Credits (American Opportunity and Lifetime Learning Credits).