Education Tax Benefits

Education Tax Benefits

Under the provisions of the Taxpayer Relief Act of 1997, the University is required to report to students and the Internal Revenue Service certain information concerning student status on a tax form referred to as Form 1098-T Tuition Payments Statement.

The 1098-T Tax Form is available for viewing and download on the web. Students received an email from in January with instructions how to access the 1098-T Form electronically.

For any student who did not view the form electronically, a paper copy of the 1098-T will be mailed to the student's permanent home address on or around January 31, 2013. In addition, the university provided students a 2012 Statement of Account to facilitate the preparation of 2012 federal tax returns. (view sample)

Online Applications

If a student's qualified tuition and related expenses are paid entirely through scholarship and/or grant aid or waived, the University is not required to file a 1098T form with the IRS. Instead the University produced a Tuition Summary Calendar Year 2012 form (see sample) for students.

The laws and regulations governing tax benefits for education are complex. Accordingly, you may wish to consult with a professional tax advisor in order to determine your eligibility and maximize your tax benefit. You may also refer to the IRS Publication 970, Tax Benefits for Education