Educational Tax Benefits
This page is a resource for University of Minnesota students and their parents who may be eligible for education related tax benefits. Click on the links below for helpful information and resources. Please check the tax year on the PDF carefully, as some links are not yet updated by the IRS.
- IRS Information on Educational Tax Benefits
- US Treasury Fact Sheet: Interaction of Pell Grants and Tax Credits
- IRS Publication 970
- IRS Form 8863
- FAQ on Form 1098-T, Tuition Statement, provided by One Stop
- Required Fees Defined
- Quick References/Useful Contacts
- Notice of IRS audits regarding the Education Tax Credits and Deduction and 1098-T Information (pdf)
- Information on Taxation of University of Minnesota Non-Compensatory Fellowship Stipends
In accordance with IRS regulations, The University Tax Management Office does not provide personal tax advice. To determine your eligibility for a higher education tax credit, a student loan interest deduction or a deduction for qualified education expenses, please contact a personal tax advisor or the IRS.
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For more information, please contact your campus One Stop:
Twin Cities: 612-624-1111 or 1-800-400-8636 or email: firstname.lastname@example.org or website: onestop.umn.edu
Crookston: Business Office 218-281-8331 or email: email@example.com
Duluth: 218-726-8000 or email: firstname.lastname@example.org or website: d.umn.edu/onestop/
Morris: 320-589-6046 or 1-800-992-8863 or email: email@example.com or website: onestop.morris.umn.edu/
Rochester: 507-258-8069 or email: firstname.lastname@example.org or website: r.umn.edu/onestop/
The University Tax Management Office is a consulting office that supports University departments with their business tax needs and cannot give advise in personal tax matters.