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IRS Form / Schedule for §25F Credit — Coming Soon

The IRS has not yet published the specific form or schedule donors will use to claim the §25F credit. Donors will need a written acknowledgment from the SGO and should follow IRS instructions when published.

Internal Revenue Service · expected 2026

IRS Form / Schedule for the §25F Credit

Not yet published

The IRS has not yet published the specific form or schedule donors will use to claim the §25F credit. Donors will need a written acknowledgment from the SGO and should follow IRS instructions when published.

Expected:Expected ahead of the 2027 tax filing season (early 2028)

The IRS has not yet announced the specific form, schedule, or line item donors will use to claim the §25F (Federal Scholarship Tax Credit / ECCA / FSTC) credit. When Treasury issues final regulations, the IRS will publish:

  • The federal income tax form or schedule for claiming the credit
  • Donor substantiation requirements (acknowledgment letter format)
  • Recordkeeping guidance for donors and SGOs
  • Carryforward tracking guidance

For the 2027 tax year (returns filed in early 2028), donors should expect to receive a written acknowledgment from the SGO documenting the donation date, amount, and purpose — similar to the substantiation rules for §170 charitable contributions. Until the IRS publishes the form, plan to keep complete records of any qualifying donations.

Internal Revenue Service — anticipated 2026
Citation
Internal Revenue Service — anticipated 2026

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