Tax Forms
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Tax Form Name |
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Form 8863 must be completed and returned with your Tax Return if you are eligible for the Education Credits. |
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If you are a United States citizen or a United States resident alien and have not provided the University your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN), complete Form W-9S. Your SSN or ITIN is required by law. It will be maintained securely and utilized by the Pennsylvania State University for tax reporting purposes. Mail Completed Form to: Office of the Bursar |
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Eligible educational institutions file this form with the IRS for each student they enroll and for whom a reportable transaction is made. |
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This IRS publication explains tax benefits for education that may be available to you if you are saving or paying education costs for yourself or, another student who is a member of your immediate family. |