425A Form PDF Details

The IRS 425A form is a document that must be filled out in order to claim the American Opportunity Tax Credit (AOTC). The AOTC is a federal education tax credit that can be worth up to $2,500 per eligible student. The credit is available for the first four years of post-secondary education, and can be claimed for tuition, fees, and course materials paid during the taxable year. In order to qualify for the AOTC, you must meet certain eligibility requirements. This article will provide an overview of the 425A form and instructions on how to complete it.

Form Name425A Form
Form Length1 pages
Fillable fields0
Avg. time to fill out15 sec
Other namesfinancial report attachment, how to 425a, standard form 425a, how to sf financial report

Form Preview Example


(For reporting multiple grants)


Federal Agency and Organizational Element



2. Recipient Organization (Box 3 on Page 1)


to Which Report is Submitted (Box 1 on Page 1)














DUNS Number (Box 4a on Page 1)


4. Reporting Period End Date (Box 9 on Page 1)






(Month, Day, Year)











EIN (Box 4b on Page 1)





Page __________ of _________







5. List Information below for each grant covered by this report. Use additional pages if more space is required.



Federal Grant Number


Recipient Account Number

Cumulative Federal Cash Disbursement


































































































































































































































TOTAL (Should correspond to the amount on Line 10b on Page 1)



Standard Form 425A

OMB Approval Number: 0348-0061

Expiration Date: 10/31/2011

Paperwork Burden Statement

According to the Paperwork Reduction Act, as amended, no persons are required to respond to a collection of information unless it displays a valid OMB Control Number. The valid OMB control number for this information collection is 0348-0061. Public reporting burden for this collection of information is estimated to average thirty (30) minutes per response, including time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information.

Send comments regarding the burden estimate or any other aspect of this collection of information, including suggestions for reducing this burden, to the Office of Management and Budget, Paperwork Reduction Project ( 0348-0061), Washington, DC 20503.