Office Of The Bursar
Education Tax Credits
The University of Rochester must receive your correct identifying number to file a Form 1098-T, tuition statement, with the IRS and to furnish a statement to you. This will be your Social Security Number (SSN) or, if you are not eligible to obtain an SSN, your individual taxpayer identification number (ITIN).
If you need to update or provide the University with your SSN or ITIN please complete the form below and return it to the Bursar’s Office no later than December 31st. Do not scan or email this document as it contains personally identifiable information.
In accordance with IRS regulations, 1098T forms will be issued no later than January 31st.
Please seek advice from qualified tax experts to determine if you qualify for tax credits.
Further information is available from the Internal Revenue Service at 1-800-829-1040 or at the links below:
Tax information for Parents - www.irs.gov/individuals/parents/index.html
Tax information for Students - www.irs.gov/individuals/students/index.html
Tax information for International Students - www.iso.rochester.edu/taxes/file/index.html
American Opportunity Credit
Under the American Recovery and Reinvestment Act (ARRA), more parents and students will qualify over the next year for a tax credit, the American Opportunity Credit, to pay for college expenses.
Please note: The BURSAR’S Office cannot provide information on how to apply or whether you qualify for the American Opportunity Credit. You will need to contact your tax preparer or the IRS to find out if you are eligible for the Credit.
Page updated 11/29/16 - Maintained by the University Bursar's Office.
Questions or comments regarding this page? Contact the Bursar's Office.