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U of M Quick Reference Guide

 

QUICK REFERENCE GUIDE: INFORMATION ON EDUCATION TAX BENEFITS

 

University of Minnesota Tax Management Office Web Page

Go to http://tax.umn.edu and click on Educational Tax Benefits from the "Students and Parents" dropdown menu.

General IRS Web Address

http://www.irs.gov/

IRS Phone Number

Check your income tax package for the local number or call
1-800-TAX-1040   (1-800-829-1040)

IRS Publication 970, Tax Benefits for Higher Education

Call 1-800-TAX-FORM (1-800-829-3676) to order a copy or download the publication from the Web at:
www.irs.gov/pub/irs-pdf/p970.pdf

IRS Form 8863, Education Credits (Hope and Lifetime Learning Credits)

Call 1-800-TAX-FORM (1-800-829-3676) to order a copy or download the publication from the Web at:
www.irs.gov/pub/irs-pdf/f8863.pdf

Student Accounts Receivable System

For information on tuition and required fee payments, go to your campus One Stop and click on Student Account:

Twin Cities: 612-624-1111 or 1-800-400-8636 or email: onestop@umn.edu or website: onestop.umn.edu

Crookston: Business Office: 218-281-8331 or email: umcbo@umn.edu

Duluth: 218-726-8000 or email: umdhelp@d.umn.edu or website: d.umn.edu/onestop/

Morris: 320-589-6046 or 1-800-992-8863 or email: ummonestop@morris.umn.edu or website: onestop.morris.umn.edu/

Rochester: 507-258-8069 or email: umr1stop@r.umn.edu or website: r.umn.edu/onestop/

University Student Accounts Offices

Twin Cities: (612) 624-1111
Duluth: (218) 726-8103
Crookston: (218) 281-8330 or (218)281-8331
Morris: (320) 589-6004
Rochester: (507)258-8069

Student Loans Collection Department

Twin Cities: (612) 625-8007
Duluth: (218) 726-8103
For questions about Form 1098-E, Student Loan Interest Statement, issued by the University of Minnesota.

 

The University of Minnesota does not render personal tax advice.  Parents and students are strongly encouraged to familiarize themselves with the tax benefits and consult, if necessary, with their personal tax advisors or the Internal Revenue Service for assistance in determining their eligibility for the education tax credits and the above-the-line deduction. (January 2014)

 

 

 

About the Tax Management Office

Leadership

Kelly Farmer

Director


Parent Unit

University Finance

Financial Units Org Chart (pdf)

 

Department Contact Information

University Tax Management

2221 University Ave SE, Suite 100

Minneapolis, MN 55414

P: 612-624-1053, F: 612-626-1886

taxhelp@umn.edu

Directions & Parking Information


Tax Managment Staff

TMO Organizational Chart (pdf)