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Guide to education tax credits and form 1098-T
Information on education tax credits such as the Lifetime Learning Tax Credit (LLC) or the American Opportunity Tax Credit (AOTC). Questions and answers regarding 1098-T.
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Education tax credits
Eligibility
Families filing a U.S. tax return may be eligible for educational tax credits when claiming their student as a dependent. You may be able to claim an education credit if you, your spouse, or a dependent you claim on your tax return was a student enrolled at or attending an eligible educational institution.
Additional information is available in IRS Form 8863.
A University issued Form 1098-T is required to claim these benefits for the tuition expense for higher education such as the Lifetime Learning Tax Credit (LLC) or the American Opportunity Tax Credit (AOTC). In accordance with IRS regulations, 1098-T forms will be issued from the University no later than January 31st each year.
Identification number
The University of Rochester is required to include your Social Security (SSN) or Taxpayer Identification (TIN) number to file a Form 1098-T tuition statement with the IRS and to furnish a statement to you. If you need to update or provide the University with your SSN or TIN, please complete Supplemental Form W-9 and return it to the Bursar’s Office no later than January 31st. Do not scan or email this document as it contains personally identifiable information.
Recordkeeping
The University of Rochester must file a Form 1098-T for each student enrolled for the given calendar year and for whom a reportable transaction is made. However, the IRS does not require the University to provide a Form 1098-T for:
- Courses for which no academic credit is offered, even if the student is otherwise enrolled in a degree program
- Nonresident alien students
- Students whose qualified tuition and related expenses are entirely waived or paid entirely with scholarships and/or grants
- Students whose expenses are covered by a formal third-party billing arrangement
Keep it for your personal records and share it with your tax preparer; the University sends your 1098-T information to the IRS before the filing deadline. The information contained in the 1098-T will help determine if you may claim various tax credits and/or deductions for qualified educational expenses. Please be aware that the 1098-T captures financial information on a calendar year basis (January 1–December 31).
Additional information
The University is legally prohibited from providing tax advice. Please consult with your tax advisor and/or refer to the following IRS publications for additional information:
1098-T questions and answers
Once the 1098-T forms have been issued for the calendar year, students can view/print their 1098-T tuition tax statement in UR student by typing “1098-T” in the search bar, selecting “view” or “print” and following the instructions provided. They can also refer to this Quick Reference Card.
Please note that only students can access this information unless they choose to share it with a parent, guardian or other third party as they deem appropriate.
The University of Rochester must file a Form 1098-T for each student enrolled for the given calendar year and for whom a reportable transaction is made. However, the IRS does not require the University to provide a Form 1098-T for:
- Courses for which no academic credit is offered, even if the student is otherwise enrolled in a degree program
- Nonresident alien students
- Students whose qualified tuition and related expenses are entirely waived or paid entirely with scholarships and/or grants
- Students whose expenses are covered by a formal third-party billing arrangement
- Box 1 represents amounts paid in the calendar year for qualifying tuition and related expenses.
- Box 4 represents reductions made to amounts billed for qualified tuition and related expenses that were reported for a prior calendar year.
- Box 5 represents the total amount of scholarships and grants paid in the calendar year. Scholarships and grants include financial assistance from University, state, federal and external sponsors or scholarships.
- Box 6 represents the amount of reductions or refunds made for scholarships or grants that were reported for a prior calendar year.
- Box 8 is only checked if you have been at least a half-time student (6 credit hours) for a least one academic period that began during the calendar year.
- Box 9 is checked if you were enrolled as a graduate student for at least one academic period during the calendar year for which reporting is required
In most cases, nonresident aliens are not eligible to claim these credits.
However, every international student, scholar, and employee present in the United States during the calendar year (January 1– December 31) must file a tax return by the following April. Even if you did not earn income, all non-residents for tax purposes must report their presence in the U.S.
Additional information is available at the International Services Office.
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