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Recent Developments

Advisory Report 2014-1 Collecting Taxpayer Identification Numbers for Form 1098-T Reporting provides best practices, relevant regulations, and model substitute Forms W-9S.

Resources for Colleges and Universities

Forms and Filing Instructions

Resources For Students

Students and families interested in finding out more about the American Opportunity Tax Credit (AOTC) and Lifetime Learning tax credits, and other education-related tax provisions of the Taxpayer Relief Act of 1997 may find the following consumer information pieces useful.

If you have additional questions about your eligibility for the education tax credits, you can call the IRS at 800-829-1040 or consult your tax advisor. Colleges and universities are generally not able to provide students and families with tax advice.

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Unrelated Business Income

College and University Business Administration ‒ Taxation Chapter

Lawmakers Reach Compromise on $300 Billion Budget Deal

President Trump approved a bipartisan spending deal that could mean good news for federal student aid and research budgets and will ease some of the gridlock on Capitol Hill. Included in the package are new tax provisions and tax extenders and an agreement to lift the debt limit. The deal does not include any new protections for "Dreamers."