- Under
Caution: Complete Part III for each student for whom you are claiming either the American opportunity credit or lifetime learning credit Use additional copies of Page 2 as needed for each
student:
: -
Part III Student and Educational Institution Information See
instructions.
-
Q>20. Enter the student's name (as shown on page 1 of your tax
return)
field contains Sean Jones -
Q>22. Educational institution information (see instructions).
-
Q>22a. Name of first educational institution
field contains California State College -
Q>1. Address. Number and street (or P.O. box). City, town or post office, state, and zip code. If a foreign address, see
instructions.
field contains 12 South Street, Napa Valley, California 24556 -
Q>2. Did the student receive Form 1098–T from this
institution?
field contains a Yes box, and No box, the Yes box is checked -
Q>3. Did the student receive Form 1098–T from this institution for 2011 with Box 2 filled in and Box 7
checked?
field contains a Yes box, and No box, the No box is checked -
Q>4. If you checked Yes in (2) or (3), enter the institution's number (from Form
1098–T
field contains 12–1234567 -
Q>23. Has the Hope Scholarship or American opportunity credit been claimed for this student for any 4 prior tax
years?
field contains a checked Yes box which instructs you to go to line
31 - TIP:
-
When figuring your taxes, you may want to compare the American opportunity credit and lifetime learning credits, and choose the credit for each student that gives you the lower tax liability. You cannot take the American opportunity credit and lifetime learning credit for the same student for the same year. If you complete lines 27 through 30 for this student, do not complete line
31
-
Lifetime Learning Credit
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Q>31. Adjusted qualified education expenses (see instructions). Include the total of all amounts form all Parts III, line 31 on Part II, line
10
field contains 7000
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