1040-US: Enter expenses for an undergraduate student who became a graduate student during the tax year

Show expandable text

New (tax) year, new help!

Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

Question

If the student was an undergraduate during the tax year and became a graduate student that same year, would the student qualify for the credit?

Answer

If the student is within the first four years of post-secondary education, qualified expenses can be deducted.

Related topic: Qualified expenses for education credits FAQs (1040)

Was this article helpful?

Thank you for the feedback!