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We received your Form 8862, Information to Claim Certain Refundable Credits After Disallowance, and you have successfully shown your eligibility for certain credits claimed on your tax return.

We received your tax return and are holding your refund until we complete a more thorough review of the benefits you claimed under a treaty and/or the deductions claimed on Schedule A, Itemized Deductions.

IRS Tax Tip 2022-123, August 11, 2022 — Anyone pursuing higher education, including specialized job training and grad school, knows it can be pricey. Eligible taxpayers who paid higher education costs for themselves, their spouse or dependents in 2021 may be able to take advantage of two education tax credits.

Before you can claim certain credits on a future tax return you must show you are eligible to receive the credits for the audited year.

IR-2024-227, Aug. 28, 2024 — The Internal Revenue Service today issued a reminder that employers who offer educational assistance programs can also use them to help pay for their employees’ student loan obligations through Dec. 31, 2025.

Tax Tip 2022-38, March 10, 2022 — Higher education is important to many people and it’s often expensive. Whether it’s specialized job training or an advanced degree, there are a lot of costs associated with higher education. There are two education tax credits designed to help offset these costs - the American opportunity tax credit and the lifetime learning credit.

Find out what is an Eligible Educational Institution to qualify for the education credits.

You can’t claim certain credits on future tax returns for ten years (10-year ban). After 10 years, to claim the credits you must show you are eligible to receive them by filing Form 8862, Information to Claim Certain Credits After Disallowance, with your return

Topic No. 513 Work-Related Education Expenses

Topic No. 310, Coverdell Education Savings Accounts