# Form 8917

URL: https://pdf.net/pdf-forms/education-forms/form-8917
Category: Education Forms 
Attributes: Trusted by HR managers

Form 8917 is a historical document used to claim deductions for tuition and educational expenses in 2018, 2019, and 2020.

## Versions

- 2020 — [download PDF](https://cdn.sanity.io/files/i16te7yp/production/e27fb73fab94dfc7d057ad0b38e440c0d6d75c63.pdf)

## How to Fill Out a Form 8917

Step 1: Open Form 8917 in our PDF editor.

Step 2: Read the Form 8917 instructions to see if you qualify to complete it.

Step 3: Add your personal information (name, SSN, adjusted qualified expenses)

Step 4: Enter the required amounts and check whether you can take the deduction.

Step 5: Attach this form to Form 1040-X and submit it to the IRS.

## Facts

### What Is Form 8917 Used For?

Form 8917 was used for claiming deductions for tuition and educational fees paid in 2018, 2019, and 2020. For later years, you should use Form 8863, which allows you to claim education credits instead.

### Who Should Use Form 8917?

Taxpayers who were enrolled in a qualified education institution in 2018, 2019, or 2020 could use Form 8917 to claim tax deductions. They could also use it if their spouse or another dependent claimed on their federal income tax return qualified for the deduction.

### When Is the Form 8917 Due?

Form 8917 was filed along with Form 1040, the federal income tax return, so it was due on the same deadline: April 15th. However, the deadline no longer applies since the form is historical, unless you can claim deductions for the applicable years.

### What Happens If Form 8917 Is Not Submitted?

Failing to submit Form 8917 resulted in losing the opportunity to claim tax deductions on education fees and tuition. In other words, there were no penalties, but taxes would be higher than they needed to be.

### How and Where Do I File Form 8917?

Form 8917 was attached to Form 1040 and filed with the IRS for the years when it was applicable. Now, you can submit it with an amended tax return, Form 1040-X, to attempt to claim deductions for the applicable years.

## Related forms

- [Form 8863](https://pdf.net/pdf-forms/education-forms/form-8863)
- [1098-T Form](https://pdf.net/pdf-forms/tax-forms/1098-t-form)
- [Form 1099-Q](https://pdf.net/pdf-forms/education-forms/form-1099-q)
- [1040 Form](https://pdf.net/pdf-forms/tax-forms/1040-form)
- [Form 8862](https://pdf.net/pdf-forms/tax-forms/form-8862)
