Tax Information

IRS Tax Form 1098-T

Information on this tax form is to assist you in claiming an educational tax credit on your federal income tax return. The Taxpayer Relief Act of 1997 allows students (or taxpayers claiming students as dependents) to claim certain qualified tuition and fee payments as a Lifetime Learning Credit or the American Opportunity Credit.

IRS Tax Form 1098-T is generated for students who are U.S. residents, have provided the Registrar with valid social security numbers, and have paid tuition during the calendar year. Box 1 will include the amount of qualified tuition paid during the calendar year. Per IRS regulations, the qualified tuition payments in Box 1 do not include payments for either the student health fee or the transportation access fee, which are mandatory per credit hour fees at the university. To view the tuition components, see the Tuition & Fees section of this site. Box 5 will include scholarships, grants or fellowships processed by the University during the calendar year. The information on this tax form is furnished to the Internal Revenue Service. For more information provided on Form 1098-T, call 352-846-3808.

IRS Information

Consult your tax advisor or Internal Revenue Service (IRS) publications and websites for tax information. The University of Florida is not able to assist you in determining your tax credit or deduction eligibility or with preparing your income tax return.

For more information on the available tax credits or fellowship information, please see IRS Publication 970 or theĀ American Opportunity Tax Credit (AOTC) and Lifetime Learning Credit (LLC).

International Students

International students who receive financial aid should contact University Payroll and Tax Services at (352) 392-1231.