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Tax Trails - Student Loan Interest

Qualified student loan. This is a loan you took out solely to pay qualified higher education expenses. The expenses must have been:

  1. For you, your spouse, or a person who was your dependent when you took out the loan,
  2. Paid or incurred within a reasonable time before or after you took out the loan, and
  3. For education furnished during a period when the recipient of the education was an eligible student.

Eligible student.  An eligible student is one who:

  • Was enrolled at least half-time in a program leading to a degree, certificate, or other recognized educational credential

Were you, your spouse, or your dependent an eligible student?

Yes       No

Page Last Reviewed or Updated: 2012-11-16