教育税收抵免
Tax benefits exist in the form of credits and deductions for those paying 高等教育. We encourage students 和ir families to take advantage of such benefits offered in an effort to reduce the cost burden of college. Please read below and explore the links provided for more information.
请注意: Not all students or expenses are eligible for education tax benefits
学分
An education credit helps with the cost of higher education by reducing the amount of tax owed on a tax return. If the credit reduces the taxes owed to less than zero, students and families may get a tax refund. There are two education credits available: the 美国机会税抵免 (AOTC) 和 终身学习学分.
谁可以申请教育学分?
There are additional rules for each credit, but those seeking to claim them must meet all three of the following requirements for either credit:
- Individual, their dependent or a third-party pays 合格的教育费用 高等教育.
- An eligible student must be enrolled at an 合资格教育机构.
- The eligible student is the individual, their spouse or a dependent they list on their tax return.
If a student is eligible to claim the 终身学习学分 and also eligible to claim the 美国机会税抵免, individuals and families can choose to claim either credit, 但不是两者都有.
The AOTC may not be claimed if a student was a nonresident alien for any part of the tax year unless they elect to be treated as a resident alien for federal tax purposes. For more information about AOTC and foreign students, visit 美国机会税抵免 - Information for Foreign 学生.
扣除
扣除 reduce the amount of income that is subject to tax, thus generally reducing the amount of tax that must be paid. There are several education deductions available including those related to tuition and fees as well as student loan interest paid. 更多信息，请访问 国税局 Tax Benefits for Education Information Center.
1098 - t形式
A 1098-T is provided to undergraduate students by the beginning of February provided the student was enrolled at any time in the previous calendar year. 学生 not part of an undergraduate program, such as 继续教育 or 成人教育, 不 收到一个1098-T.
You can electronically secure and access a copy of your Form 1098-T from your 门户网站.
Would you like to view your 1098-T form online and not wait for the mailed copy?
You can electronically secure and access a copy of your 1098-T form from your 门户网站.
步骤1. 登录到 MyTriton门户 然后登录到 学生自助服务
步骤2. 选择该选项 Receive my 1098 only in electronic format
1098 - t提醒
- Is your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) on file and correct?
- 你的地址正确吗??
- If 澳门赌博平台 does not have your correct Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) we are unable to generate a valid 1098 - t形式
- 1098-T forms for 2023 will be available 后 2024年1月31日
- If you 不 consent to the online option, your 1098-T forms are mailed to the home address associated with the student's account.
澳门赌博平台 uses your Social Security number/Individual Taxpayer ID Number (ITIN) to file the 国税局 Form 1098-T. You may need to update your SSN or ITIN if you have not provided it in the past or if 澳门赌博平台 does not have the correct number on file.
要更新您的数据，请点击 在这里 打印并填写W-9S表格, provide your SSN or ITIN card (original, 副本不接受)及附有相片的身份证, (驾驶执照或州身份证)到 欢迎的桌子，位于 B建筑.
If you are or were a 澳门赌博平台 employee during the current calendar and require demographic updates, 请浏览 人力资源办公室.
Please act today to ensure a timely release of your 1098 - t形式.
学生 or those claiming a student as a dependent may be able to claim an education credit on tax form 1040. Education credits may only be claimed for qualified tuition and related expenses that were actually paid during the tax year for which the return is being filed.
国税局 Eligibility for Education 学分
For more information regarding education tax credits, 资格要求, and for help calculating the amount of you credit please visit www.国税局.政府.