Menu Search

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

Health Resource Fair (Mental Health & Wellness Series)

Health Resource Fair (Mental Health & Wellness Series)

September 26th, 2017

11:00 AM - 1:00 PM

Eh440

Eh440

September 28th, 2017

8:00 PM - 9:15 PM

School of Business Golf Scramble

School of Business Golf Scramble

September 29th, 2017

All day event

Out of the Darkness Walk for Suicide Prevention

Out of the Darkness Walk for Suicide Prevention

September 30th, 2017

9:00 AM - 11:30 AM

IU Southeast Job Fair

IU Southeast Job Fair

October 12th, 2017

12:00 PM - 2:00 PM

Early (Priority) Registration Begins for Spring 2018

Early (Priority) Registration Begins for Spring 2018

October 16th, 2017

All day event

IU Southeast Open House

IU Southeast Open House

October 21st, 2017

10:00 AM - 1:00 PM

Open Registration Begins for Spring 2018

Open Registration Begins for Spring 2018

October 30th, 2017

All day event

Thanksgiving Holiday - Campus Closed

Thanksgiving Holiday - Campus Closed

November 23rd, 2017

All day event

Thanksgiving Holiday - Campus Closed

Thanksgiving Holiday - Campus Closed

November 24th, 2017

All day event

Fall 2017 Classes End

Fall 2017 Classes End

December 2nd, 2017

All day event

Fall 2017 Final Exams Begin

Fall 2017 Final Exams Begin

December 4th, 2017

All day event

See All Events » Submit an Event »