Contacts for the Hope and Lifetime Learning Credits

Your first stop for 1098-T information should be the University of California's Tax Credit Reporting Service (TCRS) toll-free call center (877) 467-3821, or web site http://www.1098t.com/.

Tax Credit Reporting Service (TCRS) Call Center (877) 467-3821 or TTY (877) 720-6263 Representatives can answer your most frequently asked questions, including: ¤ what benefits the Hope and Lifetime Learning tax credits provide ¤ when and where your 1098-T was mailed  ¤ how to access your personal financial information at the TCRS web site ¤ what each box on your 1098-T shows ¤ why certain boxes on your 1098-T are blank ¤ how to claim a higher education tax benefit

Tax Credit Reporting Service (TCRS) Web Site http://www.1098t.com/  You may access your individual tax records to: ¤ update the address used on your 1098-T, prior to the mailing date (does not affect UCI records)  ¤ consent to electronic delivery, instead of paper mailing, to receive 1098-T information more efficiently ¤ print duplicate copies of your 1098-T, for the current and previous tax years (if applicable) ¤ obtain the related personal financial information, for the current and previous tax years (if applicable) ¤ review details of the financial transactions used to generate your 1098-T

If it is necessary to request 1098-T information from UCI staff, please use the campus email address established specifically for this purpose:  tra@uci.edu.  Students who prefer to telephone may call Campus Billing Services (949) 824-2455 (Monday - Friday, 8:30 AM - 4:30 PM) to speak with an account representative.  Please state your name and UCI student ID number with your question.  To protect your personal information, never send your Social Security Number (SSN) in an email message.

Note that federal privacy regulations prohibit our disclosing your 1098-T information to anyone else (even your parents or spouse), until we receive written authorization from you.  To grant permission for Campus Billing Services staff to review your 1098-T with another person, send a message to tra@uci.edu, stating your name and UCI student ID number, and the name of the person with whom your information may be discussed.  You may find it more convenient, however, simply to print pages from TCRS or to access the web site in the other person's presence, in order to share information.

UCI and TCRS staff are unable to provide you, or your designated representative, with individual income tax advice.  Please contact the Internal Revenue Service (800) 829-1040 or your personal tax advisor for help preparing your tax return.  For free tax assistance, visit the IRS web site, contact your local IRS office in California, or locate a Volunteer Income Tax Assistance Program (VITA) site in your area. 

The information provided in this web page is NOT tax advice.  It is offered only as general information for UCI students and their families.  Please consult a qualified tax expert for advice on computing, claiming, or determining qualification for any tax benefit mentioned in this web site.

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