Rutgers students on the Livingston Campus

Documents for Tax Preparation

1098T

FAQ

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, The State University of New Jersey, is required (under the provision of the Taxpayer Relief Act of 1999) to report to you and the Internal Revenue Service (IRS) certain information concerning your status. This form is referred to as 1098-T Tuition Payments Statement. Students will be notified in January with instructions on how to access the 1098-T electronically.

W-9S Form: Report Your Social Security Number or Tax ID

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.

Statement of Account

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.

Tuition Summary for the Calendar Year

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.

Education Tax Benefits

Tax credits, deductions, and savings plans can help students with their expenses for higher education.

1098-T FAQ

 

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