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All eligible educational institutions are required by the Taxpayer Relief Act of 1997 to file an Annual Tuition Statement (IRS Form 1098-T) for each student who is a U.S. citizen or permanent resident pursuing a degree, and for whom a reportable transaction is made. Form 1098-T reports amounts billed for qualified tuition and related expenses to the Internal Revenue Service (IRS) for purposes of determining eligibility for the American Opportunity (Hope) Credit and Lifetime Learning Credit. For more information, see IRS Publication 970: Tax Benefits for Education.
As an eligible educational institution, Stanford University is required by the Internal Revenue Service to file an annual Tuition Statement (Form 1098-T) for each student who is a U.S. citizen or permanent resident pursuing a degree, and for whom a reportable transaction is made (i.e. tuition, ASSU fees and any scholarships or grants received). This information is provided to assist taxpayers in determining eligibility for claiming Education Tax Credits enacted by the Taxpayer Relief Act of 1997.
Stanford uses ACS (Affiliated Computer Services, Inc.), a tax credit report service, to provide Form 1098-T to Stanford students. In January of each year, eligible current students and former students (students with enrollment activity for the prior calendar year) will receive their individual Form 1098-T by mail. Students may also access their forms online (by clicking on the Access My Record link on http://www.1098-t.com) via the ACS web site. See instructions for accessing your record.
For more information, see How to Read Your Stanford Annual Tuition Statement (Form 1098-T) and Frequently Asked Questions.
The resources listed below contain information that may help individuals determine eligibility for tax credits:
- Tax Credit Reporting Services 1098-T Form Access
- IRS Publication 970: Tax Benefits for Education
- Hope and Lifetime Forms (Form 8863)