Please consult with a qualified tax preparer or the IRS if you have tax-related questions. The University of Rochester is legally prohibited from providing tax advice. Please reference IRS Publication 970 Tax Benefits for Education for additional guidance (link to IRS Publication & Forms database provided below). The housing, meal plan, orientation, mandatory health and other miscellaneous fees are generally not qualifying expenses for tax purposes. For purposes of the tuition and fees deduction, qualified education expenses are tuition and certain related expenses required for enrollment or attendance at an eligible educational institution.Please note that only students can access this information and can choose to share it with a parent, guardian or other third party as they deem appropriate. They can also refer to this Quick Reference Card. Once the 1098-T forms have been issued for the calendar year, students can view/print their 1098-T tuition tax statement in UR student by typing “1098-T” in the search bar, selecting “view” or “print” and following the instructions provided. How can I view/print my 1098-T in UR Student? Which expenses qualify for the American Opportunity, or Lifetime Learning Credits?.What am I supposed to do with the 1098-T form?.What fees are qualifying for tax purposes?.How can I view/print my 1098-T in UR Student?.tax return claiming an education tax benefit then you may complete Part III or choose to disregard this request. If you are a nonresident alien, do not have an SSN or ITIN, and do not intend to file a U.S. In most cases, nonresident aliens are not eligible to claim these credits. Form 1098-T is required to claim education tax benefits for the tuition expense for higher education (such as the Lifetime Learning Tax Credit or the American Opportunity Tax Credit).

1098 t qualified education expenses