Student Tax FAQs

Qualified fees include tuition and related course fees. Unqualified fees include everything else: housing; books; health insurance fees; late fees; parking permit charges; fines; etc.

There is no application for the Hope Education Credit . It is a tax credit available to some taxpayers, and is claimed when you complete your US federal income tax return. Please check with your personal tax advisor to see if you qualify.

The University can't give you tax advice. We comply with Federal regulations by annually sending an IRS Form 1098-T to the student in late January. In addition to the basic information reported to the IRS, we provide the student with some supplemental financial information about his/her qualified fees and grants/scholarships. Please consult your personal tax advisor for more information about your particular situation.

The University can't provide tax advice. You can contact the IRS by phone (1-800-TAX-1040) to ask questions or through their web site to obtain publications and forms. Another source of information would be any reputable tax preparation service.

IRS Form 8863 (Education Credits) is used to calculate educational tax credits. IRS Publication 970 (Tax Benefits for Education) may be helpful to you.

The taxpayer does not send the IRS Form 1098-T to the IRS when filing his or her taxes. You can view the IRS Form 1098-T information . You will need to furnish your name and SSN. You can also contact the Bursar’s Office by email or by phone at 502-852-6503 and request the information furnished on your IRS Form 1098-T. Please be prepared to furnish your name, SSN (or student ID number), UofL-PIN and current address.

Schools are required to provide the IRS with the same information that is reported on your IRS Form 1098-T.

UofL is required to file information regarding assessment of qualified tuition and fees (IRS Form 1098-T) with the IRS and the IRS requires us to furnish the SSN if available.

Without your SSN, the university cannot properly report your qualified tuition and fees to the IRS. Please discuss your situation with your tax advisor.

IRS Form 8863 (Education Credits) is used to calculate educational tax credits. IRS Publication 970 (Tax Benefits for Education) may be helpful to you. You can contact the IRS by phone at 1-800-829-1040 or through their web site.