502-7 - 1098-T

Title:

1098-T

Approved by:

 

Effective date:

 

Original issue date:

 

Current Version:

v1.1

Previous Version:

v1.0

 

Policy: 1098-T

Purpose:

Scope:

Document and Form(s):

 

The Taxpayer Relief Act requires United States University (USU) to report student fee information to the IRS. You may be eligible to use the 1098-T to claim education tax credits if you are in one of these categories:

  • U.S. Citizens
  • Permanent Residents (PR)
  • Married to a citizen or Permanent Resident
  • Can legally be claimed as a dependent by a U.S. citizen or Permanent Resident, or
  • Have been in the US long enough to file taxes as a resident for federal tax purposes