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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 2015 Tax Statements:

The University of California has contracted with the Tax Credit Reporting Service (TCRS) to electronically produce your IRS Form 1098-T Tuition Statement.

You'll receive an e-mail notification from TCRS 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 TCRS site if you are uncomfortable accessing www.1098T.com directly.

  • Be sure your spam filter does not capture e-mail from the TCRS domain xerox.com (the e-mail will be sent from tcrs@xerox.com).
  • Check your official UCSD 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 2015 form.

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

The Taxpayer Relief Act of 1997 (TRA '97) created the Hope Scholarship Tax Credit and the Lifetime Learning Credit. The American Recovery and Reinvestment Act of 2009 ("stimulus plan") includes the American Opportunity Tax Credit, which significantly expands the Hope Scholarship Tax Credit for the 2011 and 2012 tax years as follows:

  • The maximum credit increases from $1,800 to $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 definition of qualified tuition and related expenses now includes course materials, such as textbooks, in addition to tuition and fees.
  • The income phase-outs have increased, now starting 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 credit is no longer subject to the Alternative Minimum Tax (AMT).

Learn more about the American Opportunity Tax Credit:

FATV

For more information about tax credits, see:

Your 1098-T form

The Taxpayer Relief Act requires UC San Diego to report student fee information to the IRS. The University of California has contracted with the Tax Credit Reporting Service (TCRS) to electronically produce your IRS Form 1098-T Tuition Statement. You'll receive an e-mail notification from TCRS when your 1098-T is available online at www.1098T.com.

  • Keep UCSD 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 UC Tax Credit Reporting Service in early January. To change your address for tax reporting purposes after that date, contact the UC TCRS by phone, (877) 467-3821, or use the TCRS website to make the change.

You must also keep the Registrar's Office 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, 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.