To claim the credit, you will need to file Form 1040X (PDF), Amended U.S. Individual Income Tax Return, and attach Form 8863 (PDF), Education Credits (Hope and Lifetime Learning Credits).

References:

• Publication 970, Tax Benefits for Higher Education
• Tax Topic 605, Education credits
• Form 8863 (PDF), Education Credits (Hope and Lifetime Learning Credits)

TeleFile is an interactive computer program that calculates your taxes and begins the electronic filing process over the phone. IRS automatically sends a special TeleFile package to those who may be eligible to use it. Only those receiving the package can use TeleFile. This year, many taxpayers who filed Form 1040EZ (PDF), Income Tax Return for Single and Joint Filers With No Dependents, or by TeleFile last year will receive a special TeleFile tax package that allows them to file their taxes electronically by phone. TeleFile is easy, fast, and free. It's available 24 hours a day, with nothing to mail in. TeleFile is a great way for students to file their tax returns. Refer to Tax Topic 255, TeleFile, for more information.

References:

• Tax Topic 255, TeleFile

You cannot use TeleFile if you are claiming the student loan interest deduction. However, you can e-file by personal computer or by filing through an Authorized IRS e-file Provider. To learn more, refer to our Electronic Services information. For general information about TeleFile or e-file, refer to Tax Topic 255, TeleFile, or Tax Topic 252, Electronic Filing.

References:

• Tax Topic 255, TeleFile
• Tax Topic 252, Electronic Filing
• Electronic Services

If you file a paper tax return for the current year and qualify to TeleFile, the IRS should send you a TeleFile package in the mail by January 20th of the following year, which will include your PIN number. If you qualify and do not receive the package, call (800) 829-1040 and request one. If you do not qualify, you can still receive all of the benefits that IRS e-file has to offer by using a personal computer or filing through an Authorized IRS e-file Provider. To learn more, refer to our Electronic Services information. For general information about TeleFile or e-file, refer to Tax Topic 255, TeleFile, or Tax Topic 252, Electronic Filing.

References:

• Tax Topic 255, TeleFile
• Tax Topic 252, Electronic Filing
• Electronic Services

If you have met the criteria for using Telefile, i.e., filed TeleFile or a paper 1040 EZ the current year and have not changed your address or filing requirements, you should receive a package. If you do not receive the TeleFile tax package or if you lost or misplaced it, you can call the IRS at (800) 829-1040 and request another package be mailed to you. Also, consider IRS e-file using a personal computer or filing through an Authorized IRS e-file Provider. To learn more, refer to our Electronic Services information. For general information about TeleFile or e-file, refer to Tax Topic 255, TeleFile, or Tax Topic 252, Electronic Filing.

References:

• Tax Topic 255, TeleFile
• Tax Topic 252, Electronic Filing
• Electronic Services

If you received other income such as nonemployee compensation that must be reported on Form 1040 or supporting schedules, you cannot use TeleFile. However, consider IRS e-file using a personal computer or filing through an Authorized IRS e-file Provider. To learn more, refer to our Electronic Services information. For general information about TeleFile or e-file, refer to Tax Topic 255, TeleFile, or Tax Topic 252, Electronic Filing.

References:

• Tax Topic 255, TeleFile
• Tax Topic 252, Electronic Filing
• Electronic Services

Yes, you can TeleFile until August 15th. If August 15th falls on a weekend or federal holiday, you have until midnight of the following business day to submit your return. That being said, to file after April 15th, you need to apply for an extension of time to file your return prior to April 15th. For information about applying for an extension, see Form 4868 (PDF), Application for Automatic of Time to File US Individual Income Tax Return. For general information about TeleFile, refer to Tax Topic 255, TeleFile.

References:

• Tax Topic 255, TeleFile
• Form 4868 (PDF), Application for Automatic Extension of Time to File US Individual Income Tax Return