Education Tax Benefits

Quick Reference Guide

University of Minnesota Tax Management Office website Educational Tax Benefits
IRS website 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 (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 (pdf)
Student Accounts Receivable System

For information on tuition and required fee payments, go to your campus One Stop website or check MyU > My Finances:

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

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

Duluth: 218-726-8000, umdhelp@d.umn.edu, d.umn.edu/onestop/

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

Rochester: 507-258-8069, umr1stop@r.umn.edu, 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)