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By paying UCI registration fees, you may be eligible for a tax benefit for education, such as:
- the American Opportunity Credit (which replaces and expands on the Hope Credit);
- the Lifetime Learning Credit; or
- the Tuition and Fees Deduction.
To assist in determining your eligibility for these benefits, UCI may issue a Tuition Payments Statement (IRS Form 1098-T), using the Social Security Number (SSN) and permanent address on file for you at the Office of the Registrar. You may retrieve your form in mid-January by logging in to www.1098t.com, or you may watch for a 1098-T by mail in February.
If it is necessary to add or update your SSN, you are required to submit a written request by mail, or in person, to the UCI Registrar's Office (215 Aldrich Hall, Irvine, CA 92697-4975). Your request must be accompanied by a legible copy of your signed U.S. Social Security Card. For more information, please contact the Registrar's Office at (949) 824-6124 (Mon - Fri, 8:00 a.m. - 5:00 p.m. PST).
If you need help obtaining a 1098-T from UCI, then contact the Tax Credit Reporting Service (TCRS) by calling toll-free (877) 467-3821, or (877) 720-6263 TDD for the hearing-impaired. Additional resources -- including news from UCI, and IRS publications that you may download -- are available at the Financial Services web site (www.fs.uci.edu).
Read IRS Publication 970 for instructions on claiming a tax benefit for education. Although the information on your 1098-T may be helpful in calculating the amount of benefit you may be eligible to claim, your personal financial records serve as the official supporting documentation for your federal tax return. Students are encouraged to keep receipts for tuition, fees, books, and course materials to substantiate their claims.
The information on this page is provided as a service to UCI students and their families. UCI personnel and TCRS representatives are unable to provide individual tax advice. Please contact a qualified tax expert, or the IRS (800) 829-1040, or visit the IRS web site (www.irs.gov) for advice on figuring your taxes.
SSN disclosure is mandatory. The University is required by federal law to report your SSN and other pertinent information to the Internal Revenue Service, pursuant to the reporting requirements imposed by the Taxpayer Relief Act of 1997, and related legislation. The University also will use the SSN you supply to verify your identity. This notification is provided to you as required by the Federal Privacy Act of 1974.