Education Tax Credit Information and Deduction Information
Access the 1098-T form online at www.1098t.com.
If you are a US resident for tax purposes, you may be eligible to claim a tax credit or deduction on your federal tax return if you paid qualified educational expenses to the University of California. The American Opportunity Credit, the Lifetime Learning Credit, and the Tuition and Fees Deduction allow taxpayers to reduce their federal income tax based upon qualified tuition and fees paid, assuming the taxpayer meets eligibility requirements. The determination as to whether you qualify for these benefits should be made in consultation with your personal tax advisor or the Internal Revenue Service. The University of California cannot give you tax advice or make a determination as to whether you qualify for these tax benefits.
General Information about the 1098-T Form
The 1098-T form is used by eligible educational institutions to report information about their US resident students to the IRS as required by law. As an eligible educational institution, UC Berkeley reports certain financial and identifying information regarding US resident students for which UC Berkeley has received payments of "qualified education expenses" for the corresponding tax year. Included in the 1098-T form are qualified charges that were paid and financial assistance received for the corresponding tax year. Loans are excluded and not reported on the 1098-T form.To simplify reporting and to promote the best customer service for students and their families, the University of California contracts with Conduent to provide Tax Credit Reporting Services (TCRS). For more information, visit TCRS web site or call TCRS Customer Support toll-free at (877) 467-3821.
Email Notification that your 1098-T Form is OnlineStudents may access their 1098-T form online at www.1098t.com. By January 31, you will receive an email notification from TCRS (email@example.com) indicating your 1098-T is available online at www.1098T.com. Be sure to keep your email address on Cal Central (https://calcentral.berkeley.edu) current.
Accessing Your 1098-T Form Online
Your 1098-T form is accessible on the TCRS website. Click "Access My Record" to log in to the system. To use your UC Berkeley student ID number in lieu of your Social Security Number, select the link that says, "Click here to login using your Student Identification Number." If you have any difficulty logging in to the TCRS website, please contact TCRS toll free directly at (877) 467-3821.
Once you have logged in successfully, select the tax year from the drop down menu box. You may search for your 1098-T form for the current tax year as well as the previous two tax years. After you have retrieved your 1098-T form online, you may print your form to be used with your tax preparation and filing.
For more information about tax credits and deductions, or your 1098-T form, visit the Tax Credit Reporting Service (TCRS) website. You may also visit the IRS website or view Publication 970 (Tax Benefits for Education).
Education credit IRS Form 8863 can be found at: http://www.irs.gov/pub/irs-pdf/f8863.pdf.
The Tuition and Fees Deduction IRS Form 8917 is found at: https://www.irs.gov/pub/irs-pdf/f8917.pdf.
If you have specific questions about your 1098-T form, please contact TCRS toll free at (877) 467-3821 (Monday – Friday excluding holidays, from 1pm to 11pm PST).
UC Berkeley’s Federal Tax ID Number is 94-6002123
Where can I get more information about the educational tax benefits?
Please visit the Tax Credit Reporting Service website. You may also visit the IRS website or view Publication 970 (Tax Benefits for Education).
UC Berkeley is unable to provide you with tax advice or to assist with strategies for filing your taxes. To determine your potential eligibility, please consult your tax advisor or the Internal Revenue Service (IRS).
What is a 1098-T form?
The 1098-T form is used by eligible educational institutions to report information about their US resident students to the IRS as required by law. As an eligible educational institution, UC Berkeley reports certain financial and identifying information regarding US resident students for which UC Berkeley has received payments of "qualified education expenses" for the corresponding tax year. Included in the 1098-T form are qualified charges that were paid and gift aid received for the corresponding tax year.
Note: The 1098-T form is not intended to be used for determining any taxable income you may have received from scholarship or fellowship payments. The university does not report scholarship or fellowship income to you or to the IRS. Use Worksheet 1-1 in IRS Publication 970 to figure the amount of a scholarship or fellowship grant you can exclude from gross income.
What are "qualified education expenses"?
The term "qualified education expenses" means the tuition and fees an individual is required to pay in order to enroll at or attend an eligible educational institution. At UC Berkeley, this includes the campus fee, tuition, non-resident tuition, student services fee, graduate professional student fees and course material fees.
The definition of “qualified education expenses” may differ depending on whether you are claiming the tax credit or taking a deduction. Refer to the appropriate section in IRS Publication 970 for the related definition.
What expenses do not qualify as "qualified education expenses"?
Generally, amounts paid for any course or other educational expense involving sports, games, or hobbies are not eligible for the tax credit. Charges and fees associated with room, board, student activities, athletics, health insurance, books, equipment, transportation, and similar personal, living, or family expenses are not qualified.
How do I get a copy of my 1098-T?
If you have qualified paid charges and/or gift aid for the corresponding tax year, you may access your 1098-T form online in late January at www.1098t.com. You may also request a copy to be faxed to you by contacting the Tax Credit Reporting Service Call Center at (877) 467-3821 (Monday – Friday excluding holidays, from 1pm to 11pm PST).
How can I find the details of the totals reported in boxes numbered 1-6 on my 1098-T?
Login to http://www.1098t.com, click on "View my 1098-T" in the upper left hand corner of the screen, and advance past page 1 of the 1098-T to see detailed information.
If I attend UC Berkeley Extension or Summer Session, will I receive a 1098-T?
Yes, UC Berkeley reports information on students who attend UC Berkeley Extension or Summer Session.
International students may not be eligible to claim the American Opportunity Credit or the Lifetime Learning Credit. To determine your potential eligibility, please consult your tax advisor or the Internal Revenue Service (IRS).
Additional FAQ's can be found on the TCRS website.