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Topic 16 - Education Tax Credits, Scholarships and Fellowships

Student instructions:

You may need acrobat reader to download forms and publications online.

Use IRS Publication 970 to answer the following questions.

Complete  Form 1040, Form 8863, Form 540 and other forms that you may need. Address information on W2 is current.

Maria's family goes to school.
bullet Maria's daughter, Leticia Gonzalez,  paid $2,000 for tuition fees for herself to attend a qualifying community college full time. 
bullet Her son, Raul Gonzalez, also paid $1,800 tuition fees to attend the same community college full time.
bullet Her children are her dependents and she claims them on her return.
bullet Leticia's SSN is 555-10-7500 and her date of birth January 20, 1989.
bulletRaul's SSN is 555-10-7501 and his date of birth February 20, 1990.
bulletThis is the first year they attend college and they both are enrolled to pursue their degrees.

Maria is a not married. She provides a home for her son and daughter. She is the only one that can claim them.

Maria provided for her family by herself. No one can claim her or her children as dependents. She paid rent all year for a of $9,600.00.

Maria received a tax-free scholarship from Women for Education Inc. The amount she received was $3,000 towards her studies to get a nursing degree at the same community college her kids attend. All the money was for enrollment and attendance as specified by the school.

 Get all basic information from the following W2, including income information.


 Have your return prepared and ready to answer the questions.

Choose one of the following two options:

Option 1: Complete Quiz online.

Instructions to submit quiz successfully: Step-by-Step check list

When prompted for your name, please enter your CTEC or Preparer Number (if you have a number) with your name as follows:  First, last name, Number (e.g. John Smith A012345 / John Smith P012345)

Print questions

Start quiz

Option 2: Complete and mail answer sheet.

If you choose not to complete the quiz by pressing "Start quiz" above, you can print questions and answer-sheet to mail to us. If you complete the online quiz, the advantage is that you get an automatic score as apposed to waiting for a response on a manually graded quiz. You can also print the questions and answer sheet and after you answered the questions on paper submit it online by choosing "Start Quiz" above.  Please don't sent answer sheet by certified mail.

Print questions         Print Answer sheet

Please Note: You must also complete the tax return for this assignment. If you turn in incomplete work, such as purposely not answering the questions regarding the return you prepared, you will not be given credit for the topic.

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Revised: 02/16/15

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