Under the Tax Relief Act (TRA) of 1997 students, or tax payers claiming students as dependents, can claim a tax credit on their Federal income tax return for qualified tuition and fees paid during a calendar year. Qualified fees include tuition, lab fees, engineering equipment fees, and other fees necessary for the enrollment of a student during a given semester. Housing charges, meal tickets, decal fees, flex accounts, and other non-tuition items do not qualify for reimbursement under the Hope or Lifetime Learning Tax Credits.
Qualified payments are payments paid out-of-pocket and include cash payments, student loans, and payments made by the Alabama PACT Program. Scholarships, grants, employer/sponsor tuition assistance, and any other payments not paid out-of-pocket do not qualify for reimbursement and must be deducted from the tuition and fees students are charged.
Students will be sent a 1098-T tax form no later than January 31 if they were enrolled at UAH at any time during the previous tax year. Beginning with the 2003 tax year institutions are required to report dollar amounts regarding the cost of qualified tuition and related expenses. If your grant and scholarship amounts received during the tax year meet or exceed what you were charged for tuition you may not receive a 1098-T form. Also, if you do not have a social security number on file or are enrolled using a foreign Visa you will not receive a 1098-T form.
If you need detailed information regarding what you paid for tuition and fees log on to the Student Services web site.
If students need a duplicate 1098-T form they should go to their UAH self service Banner account and print a copy.
Please click on the link above for more information regarding the Tax Relief Act. If students require additional information concerning their accounts for tax purposes they can come to the Student Accounts Office or call (256) 824-2732.
THE UNIVERSITY OF ALABAMA IN HUNTSVILLE DOES NOT PROVIDE ASSISTANCE IN COMPLETING TAX RETURNS.
The 1098T forms are available for review on line.