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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.

Supplemental Form W-9S

In accordance with IRS regulations, 1098T forms will be issued no later than January 31st.

Explanation of Your IRS Form 1098-T Tuition Statement

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.

American Opportunity Tax Credit
Lifetime Learning Tax Credit

Education credits are claimed on Form 8863, Education Credits. For details on these and other education-related tax breaks, see IRS Publication 970, Tax Benefits for Higher Education.

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.