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Tax Credits

1098-T 

Video Tutorial - How to Locate the form 1098T

As an eligible educational institution, Indiana University is required by the Internal Revenue Service to file an annual Tuition Statement (Form 1098-T) for each student who is a U.S. citizen or permanent resident pursuing a degree, and for whom a reportable transaction is made (i.e. tuition, course-related fees and any scholarships or grants received). This information is provided to assist taxpayers in determining eligibility for claiming Education Tax Credits or Deductions enacted by the Taxpayer Relief Act of 1997.

IRS Form 1098-T is required to be post-marked by January 31st each year. These forms will be either delivered to students through electronic delivery or through traditional mail delivery. Students choosing electronic delivery will receive the form earlier through One.IU and will be notified by email when the form is available to retrieve.

Students who have not consented for electronic delivery will be mailed a paper version of Form 1098-T to the Student Home address listed in university records as of December 31st. A printed duplicate copy request will not be fulfilled until after February 10th. However, students can receive a duplicate copy through One.IU once the forms are printed.

For additional information regarding Form 1098-T visit Indiana University's Taxpayer website.

Questions regarding the 1098-T can be directed to the IU Tax Department at IU1098T@indiana.edu or 812-855-0375.

Education Tax Credits and Deductions

The Internal Revenue Code provides both tax credits and deductions used to reduce the federal income tax burden for students, or those paying the costs of students' higher education. Credits directly reduce the amount of income tax owed, while deductions reduce the amount of taxable income.

Eligible expenses are tuition and certain related expenses required for enrollment or attendance at IU. Expenses for books, supplies, and equipment needed for a course of study are also eligible for a tax credit or deduction whether or not the materials are purchased from IU. Students must keep the receipts and report these expenses when filing a tax return. Eligible expenses do not include personal expenses (room, board, insurance, medical, travel, etc.)

For additional information regarding Education Tax Credits and Deductions, visit Indiana University's Taxpayer website.

W9-S

All students enrolled in course for college credit should complete form W-9S each calendar year they are enrolled. The form may be completed electronically through One.IU by December 31st of each year. IU will also accept hardcopies of IRS Form W-9S until December 31st of each year. This can be obtained from the IRS website.

Campus Events

Registration Appointments for Summer/Fall 2018 Assigned

Registration Appointments for Summer/Fall 2018 Assigned

February 19th, 2018

8:00 AM - 9:00 AM

College Goal Sunday

College Goal Sunday

February 25th, 2018

2:00 PM - 4:00 PM

2018 Sanders Speaker Series Featuring Story Musgrave

2018 Sanders Speaker Series Featuring Story Musgrave

February 26th, 2018

6:30 PM - 8:00 PM

IU Southeast Graduation Fair

IU Southeast Graduation Fair

February 28th, 2018

10:00 AM - 6:00 PM

Early (Priority) Registration Begins for Fall 2018

Early (Priority) Registration Begins for Fall 2018

March 5th, 2018

8:00 AM - 9:00 AM

Last day to Withdraw for Full-Term

Last day to Withdraw for Full-Term

March 11th, 2018

All day event

Open Registration Begins for Fall 2018

Open Registration Begins for Fall 2018

March 19th, 2018

All day event

Spring Break Begins

Spring Break Begins

March 26th, 2018
to
April 1st, 2018

All day event

Classes End

Classes End

April 23rd, 2018

8:00 AM - 9:00 AM

Final Exams Begin

Final Exams Begin

April 25th, 2018

All day event

Final Exams End

Final Exams End

May 1st, 2018

All day event

IU Southeast 2018 Commencement Ceremony

IU Southeast 2018 Commencement Ceremony

May 7th, 2018

6:45 PM - 9:45 PM

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