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Education Tax Credits and Forms

Find links to information about the possibility of receiving tax credits for your educational expenses.

Important News for All Students Regarding Tax Statements:

The University of California has contracted with Tab Services to electronically produce your IRS Form 1098-T Tuition Statement.

You'll receive an e-mail notification from UC San Diego when your 1098-T is available online. The e-mail will direct you to a UCOP website (University of California Office of the President), which will allow you to access the Tab Services site if you are uncomfortable accessing www.tsc1098T.com directly.

  • Check your official UC San Diego e-mail account for the notification and link to the 1098-T Statement (log into the Address Tool to confirm your official address).

Once you receive the e-mail notice, you'll be able to log in using your PID (student ID number) to download your form and consent for electronic delivery.

First Time Login Requirements:

  • Site ID: 11563
  • User ID: UC San Diego PID
  • Password: Last four numbers of your Social Security Number (SSN)

If you are an international student without a SSN or have otherwise not provided your SSN to UC San Diego, use the temporary password 0000. Submitting this temporary password in the login screen will initiate a password reset process through an email sent to the active email address on your student account. If you forget your password, click on "Forgot Password" to reset.

Once you have entered your new password, you will be presented with and online consent form. Read the form for the requirements and specifications. If you agree, click on "Consent". Once you consent, you will not be mailed a 1098-T form and must return to the site to view/print a copy of the form.  If you agreed to electronic delivery through our previous provider, your consent will be transfered to Tab Services and no further action is required.

The IRS Form 1098-T Tuition Statement is used to assist the taxpayer in determining eligibility for an educational tax credit and/or deduction.

Students or parents may be able to claim a credit against their federal income taxes for certain post-secondary educational expenses.

Federal Tax Credits

As of 2018 the following credits are available to qualifying taxpayers:

American Opportunity Tax Credit:

  • The maximum credit is $2,500, and consists of a tax credit for 100% of the first $2,000 and 25% of the second $2,000 in qualified tuition and related expenses.
  • The income limits begin at $80,000 for single filers (fully phased out at $90,000) and $160,000 for married filing jointly (fully phased out at $180,000).
  • The IRS refers to the amount paid during the calendar year to determine qualifying education expenses (see below for a list of qualifying education expenses).

Lifetime Learning Credit:

  • The maximum credit is $2,000 and consists of a tax credit for 20% of the first $10,000 in qualifying tuition and related expenses.
  • Income limits begin at $55,000 for single filers (fully phased out at $65,000) and $110,000 for married filing jointly (fully phased out at $130,000).
  • The IRS refers to the amount paid during the calendar year to determine qualifying education expenses (see below for a list of qualifying education expenses).

Learn more about the American Opportunity Tax Credit:

Find more information about Tax Credits:

Your 1098-T Form

UC San Diego is required to report student fee information to the IRS. The University of California has contracted with Tab Services to electronically produce your IRS Form 1098-T Tuition Statement. You'll receive an e-mail notification from UC San Diego when your 1098-T is available online at www.tsc1098T.com.

  • Keep UC San Diego apprised of your current and permanent addresses. You can do this in writing, in person, or by using the TritonLink address update tool. Each tax year's information is sent to the Tab Services in early January. To change your address for tax reporting purposes after that date, contact the UC San Diego Education Tax Credit Reporting office, (858) 246-5900.

You must also keep the Office of the Registrar informed of your correct name and Social Security number for tax reporting purposes.

  • To change or correct your name, submit a letter bearing your signature, your former name, and your new name.
  • To change or correct your Social Security number, submit a letter bearing your signature and provide a legible photocopy of your Social Security card.
  • Submit letters by mail or in person.
    • Mailing address:
      Academic Records
      UC San Diego - Office of the Registrar
      9500 Gilman Drive #0022
      La Jolla, CA 92093-0022
    • In Person: Student Services Center, Office of the Registrar, 2nd floor (map)

Note:

The information on this page is not tax advice, but is provided as a service to students and families to assist them in understanding the new higher education tax credits.