Tax Information

Taxpayer Relief Act of 1997 Information

The University is required to provide Form 1098-T to all students who have incurred qualified tuition and related expenses during 2011. The form is mailed to your permanent address in late January. 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

IRS Form 198T Tuition Statement

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 2 - This box represents the amount billed by the University during the calendar year. For most students, this will include the Summer, Fall and Spring semesters. (The Spring semester is usually billed during the previous calendar year.)
• Box 4 - This box includes payments received for qualified grants and scholarships 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.

• How to Obtain More Information and Order Tax Forms