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IRS Tax Form 1098-T Information - American Opportunity (Hope) and Lifetime Learning Tax Credits

by ltfehl01 last modified Feb 27, 2014 03:37 PM

While it is not U of L’s role to act as a tax advisor, we feel it is important that you know about the benefits available through the Hope Scholarship and Lifetime Learning Tax Credits. Please share this important tax information with others if they will be claiming you as a dependent on their federal tax return.

In late January of each year, an email notification with instructions to access the electronic version of the IRS Form 1098-T is sent to students who qualified during the previous calendar year. U of L has contracted with TCRS to mail the IRS 1098-T forms to our students and to provide web access to the IRS 1098-T information supplied to the Internal Revenue Service.

UofL has elected to report by the “Amount Billed” method. This method reports all tuition and related charges assessed during the 2013 calendar year. Spring 2013 Continuing Registration students who had applicable charges assessed in calendar year 2012 WILL NOT have these amounts reported on the IRS 1098-T form. Spring 2014 Continuing Registration students who had applicable charges assessed in calendar year 2013 WILL have these amounts reported on the 1098-T form. The IRS Form 1098-T is mailed to your home address of record in the Student Information System.

On-line access to the 1098-T information is available at TCRS. You will need your SSN to access the information and you will be assigned a TCRS-PIN (not your UofL  PIN) AFTER your first login. The University of Louisville is a Limited Service School with TCRS and has chosen only certain aspects of TCRS services. You will ONLY have access to review and print your 1098-T .

On-line access to charges and payments made during the calendar year 2012 is available at ULink , LOG IN > Student Services > Tuition-Fees-Payment Options > Tax Credit Summary of Account

On-line access to charges and payments on a semester basis is available at ULink , LOG IN > Student Services > Tuition-Fees-Payment Options > Account

On-line access to 1098T information is available at  ULink, LOG IN > Student Services >  Tuition-Fees-Payment Options > View 1098T

This Additional information may be helpful:
IRS Form 8863: Education Credits
IRS Publication 970: Tax Benefits for Education

Background of TRA ’97
Hope Scholarship Credit
Lifetime Learning Credit
Tuition and Fees Deduction for Higher Education
Frequently Asked Questions

The University of Louisville cannot provide individual tax, legal, or accounting advice and shall not be liable for damages of any kind in connection with the information provided. Please contact your tax professional or the Internal Revenue Service at 1-800-TAX-1040 or visit their web site.

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