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Education Credits

Posted on September 7, 2010 at 8:35 am

Educational Credits

In 2009 and 2010 there are three different educational credits:  American opportunity credit (AOC), Hope credit (for Midwestern disaster area only), and lifetime learning credit.

  • The maximum amount of the AOC per eligible student is increased to $2,500.
  • The AOC is available for the first four years of post-secondary education.
  • Forty percent of the AOC is now refundable.
  • The definition of qualified tuition and related expenses includes books.

In 2009, students attending institutions in the Midwestern disaster area are eligible for the doubled maximum $3,600 Hope credit and maximum lifetime learning credit of $4,000.  Room and board expenses qualify for the doubled credit.

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