Educational Tax BenefitsEMPLOYEES - See the Instructions for the Application for Exclusion of Education Benefits as Working Condition Fringe(pdf) for possible income tax exclusion.
- Explanation of Changes Effective for 2018
- FAQ on Form 1098-T Tuition Statement provided by One Stop
- IRS Information on Educational Tax Benefits
- US Treasury Fact Sheet: Interaction of Pell Grants and Tax Credits
- IRS Publication 970
- IRS Form 8863
- Required Fees Defined
- Quick References/Useful Contacts
- Information on Taxation of University of Minnesota Non-Compensatory Fellowship Stipends
- Application for Exclusion of Education Benefits as Working Condition Fringe (pdf)
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.
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.
To view some of this information you need Adobe Acrobat Reader installed on your computer and properly configured for your web browser.
For more information, please contact your campus One Stop:
Twin Cities: 612-624-1111 or 1-800-400-8636 or email: email@example.com or website: onestop.umn.edu
Crookston: Business Office 218-281-8331 or email: firstname.lastname@example.org
Duluth: 218-726-8000 or email: email@example.com or website: d.umn.edu/onestop/
Morris: 320-589-6046 or 1-800-992-8863 or email: firstname.lastname@example.org or website: onestop.morris.umn.edu/
Rochester: 507-258-8069 or email: email@example.com or website: onestop.r.umn.edu/
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.