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Educational Tax Credits / 1098-T Information

Taxpayer Relief Act of 1997 Information

The following information is intended to inform students about the benefits and requirements contained in the Tax Relief Act (TRA) of 1997.  It is based upon our understanding of the provisions contained in the law and should not be considered an official document. The 1098-T should only be used as a guide. Students and/or parents should seek the advice of a tax consultant for specific questions concerning their eligibility.  As an institution, we cannot provide you with tax advice.

Tax incentives are available for students and their parents.  To find out more about the American Opportunity Credit and Lifetime Learning Credit visit the IRS web site Publication 970, Tax Benefits for Education.

IRS Form 1098T Tuition Statement

A 1098T Form is mailed to all students with a valid Social Security Number on file.  The form is mailed to the student's permanent address by January 31st.

You may view and print a copy of the 1098T form by logging onto MyUpstate account. You may also, review the detail of all your semester charges and payments at the same time. From the Main Menu, choose Student Accounts and then Student Records to see the Tax Notification option.

  • Box 1 - This box shows the total payments received by SUNY Upstate Medical University from any source for qualified tuition and related expenses less any reimbursements or refunds made during the calendar year.
  • Box 5 - This box shows the total amount of all Scholarships and Grants that were processed during the calendar year.

Federal School Code: 002840

The tax information about enrollment is being reported to the Internal Revenue Service. Please be aware that the University is not responsible to determine if you qualify for one of the tax credits or to calculate any education credit that may be claimed.