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In many cases claiming the education credit for clients is relatively easy. If there are only taxpayer expenses, you only need to determine the amount of qualifying expenses (QE). In many cases that is reported on the 1098T. Add required expenses paid… more »

Everyone is talking about the challenges of ACA for tax preparers. Now that the season is well under way, the challenges may not seem that formidable. My experience is that most people have coverage or have exemptions based on filing threshold. … more »

Behind the AOTC Worksheet Introduction As a part of a campaign to increase awareness of education tax credits I created an AOTC worksheet. The Excel version of the worksheet is demonstrated in my article Amending for Education Credits , and includes the… more »