Documents for Tax Preparation
The university provides student account information to help you to file your federal tax returns and to apply for education tax benefits. For general information on educational tax advantages, view the Rutgers Education Tax Benefits website and the IRS Tax Benefits for Education Information Center.
Rutgers is required by federal law to report to you and the Internal Revenue Service certain information concerning your status on a tax form referred to as Form 1098-T Tuition Payments Statement.
To prepare and submit the tax documents, your correct U.S. tax identification number is required. You are required to submit the W-9S form each year to our office.
Rutgers provides a Statement of Account to facilitate the preparation of your federal tax returns, and to help determine whether you are eligible to claim education tax credits.
If a student's qualified tuition and related expenses are paid entirely through scholarship and/or grant aid or waived, Rutgers provides a Tuition Summary for the Calendar Year.
Tax credits, deductions, and savings plans can help students with their expenses for higher education.