1098-T (Taxpayer Relief Act)

1098-T forms for 2011 have been mailed out.

When?     In mid-January
To?           The permanent student address 
                  listed in MyUAlbany  

1098-T (TRA97) Guidelines

Please be advised:  If you did not provide the University with your social security number when you enrolled, then we have created a 2011 1098T with an artificial number. On your copy of the 1098T you will only see the last 4 digits of this artificial number. If you would like your actual social security number on the 1098T form, then you will need to contact the Registrar (518-442-5540) and get the number updated on the system. You will then need to contact Student Accounts at 518-442-3202 and let us know that you will need a new version of the 1098T form.

Some tax benefits are available to families and students who are paying the costs of higher education. Qualified students may take advantage of educational tax benefits.

Information on tax benefits, Educational Tax Incentives and your eligibility may be obtained either from the Department of Taxation-Internal Revenue Service at 1(800) 829-1040 or from a tax advisor. The IRS also provides Publication 970 as a guide to tax benefits. To view this publication and other information, please visit their website.

You may also search their site for the "Tax Benefits for Education: Information Center," where you will find information on the American Opportunity Credit, Hope Credit and Lifetime Learning Credit.

Information is also available at the New York State Higher Education Services Corporation (HESC) website regarding tax credits and deductions. Please visit their website and search for “Tax Credits/Deductions.”

The University and its employees cannot provide tax information, assistance, or advice.