TRA97

Download IRS Forms and Publications


TRA Essentials
Forms and Publications For Students
IRS News and Tips
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TRA Essentials

Publication 970:  Tax Benefits for Education
"This publication explains tax benefits that may be available to you if you are saving for or paying education costs for yourself or, in many cases, another student who is a member of your immediate family."
[browse] online
[download] PDF
Form 8863:  Education Credits
"You claim the Hope credit by completing Parts I and III of Form 8863 and submitting it with your Form 1040 or 1040A."
(Publication 970)
"You claim the lifetime learning credit by completing Parts II and III of Form 8863 and submitting it with your Form 1040 or 1040A."
(Publication 970)
[download] PDF, fill-in form
Form 8917:  Tuition and Fees Deduction
"You claim a tuition and fees deduction by completing Form 8917 and submitting it with your Form 1040 or Form 1040A." (Publication 970)
[download] PDF, fill-in form
  • specific instructions are included with the form
  • see Publication 970 for an illustrated example of figuring the Tuition and Fees Deduction
Form 1040:  U.S. Individual Income Tax Return
"You claim the Hope Credit by completing Parts I and III of Form 8863 and submitting it with your Form 1040 or 1040A."
(Publication 970)
"You claim the lifetime learning credit by completing Parts II and III of Form 8863 and submitting it with your Form 1040 or 1040A."
(Publication 970)
"Generally you figure the deduction using the Student Loan Interest Deduction Worksheet in the Form 1040 or Form 1040A instructions. "
(Publication 970)
"You claim a tuition and fees deduction by completing Form 8917 and submitting it with your Form 1040 or Form 1040A."
(Publication 970)

[download] PDF, fill-in form

Form 1040A: U.S. Individual Income Tax Return
"You claim the Hope Credit by completing Parts I and III of Form 8863 and submitting it with your Form 1040 or 1040A."
(Publication 970)
"You claim the lifetime learning credit by completing Parts II and III of Form 8863 and submitting it with your Form 1040 or 1040A."
(Publication 970)
"Generally you figure the deduction using the Student Loan Interest Deduction Worksheet in the Form 1040 or Form 1040A instructions. "
(Publication 970)
"You claim a tuition and fees deduction by completing Form 8917 and submitting it with your Form 1040 or Form 1040A."
(Publication 970)

[download] PDF, fill-in form

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Forms and Publications for Students

Several IRS forms and publications may be useful to UCI students wishing to complete their federal income tax returns.  The IRS' web site allows you to locate and download publications and notices, and forms and instructions, by number or by date.   You can browse publications and instructions, or even fill in forms online!

Form W-9S:  Request for Student's or Borrower's Taxpayer Identification Number and Certification
Disclosure of your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) is required for TRA reporting.
"You will also be subject to a penalty of $50 if you do not give your SSN to another person when it is required on a return, statement, or other document." (Publication 17)
[download] PDF, fill-in form
  • your correct TIN must be used to file Form 1098-T:  Tuition Payments Statement and/or Form 1098-E: Student Loan Interest Statement
    • if you have an SSN, submit your W-9S to the Registrar's Office with a legible, signed copy of your Social Security Card
    • if you have an ITIN, submit your W-9S to Campus Billing Services with a legible copy of your ITIN letter or card
Form 1040EZ:  Income Tax Return for Single and Joint Filers with No Dependents
"You may use Form 1040EZ if...you do not claim a student loan interest deduction...or a tuition and fees deduction... and you do not claim an education credit... "
(Tax Topic 352)
[download] PDF, fill-in form
  • the Hope and Lifetime Learning tax credits, the Student Loan Interest Deduction, and the Tuition and Fees Deduction may NOT be claimed on this form
  • browse or download (PDF) detailed instructions for Form 1040EZ
Publication 17:  Your Federal Income Tax For Individuals
"This publication covers the general rules for filing a federal income tax return.  It supplements the information contained in your tax form instruction booklet.  It explains the tax law to make sure you pay only the tax you owe and no more."
(Publication 17)
[browse] online
[download] PDF
Publication 525:  Taxable and Nontaxable Income
"This publication discusses many kinds of income and explains whether they are taxable or nontaxable."
(Publication 525
[browse] online
[download] PDF
Publication 553:  Highlights of 2006 Tax Changes
"This publication highlights tax law changes that take effect in 2006, 2007, and later years."
(Publication 553)
[browse] online
[download] PDF

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IRS News and Tips

IRS news releases (IR), fact sheets (FS), and tax tips (AT) are issued whenever the IRS has timely and important information for the public.  You can download news releases in PDF format from the IRS' File Manager, or use the quick links below to access selected documents of interest to students.  

AT-2008-01:  Seven Ways to Get a Jump Start on Your Taxes (January 2, 2008)
[browse] online "Taxpayers are encouraged to get a head start on tax preparation, especially since early filers avoid the last minute rush and get their refunds sooner."
AT-2008-02:  Should You File a Tax Return? (January 3, 2008)
[browse] online ".You must file a tax return if your income is above a certain level. The amount varies depending on filing status, age and the type of income you receive."
AT-2008-03:  Choose Your Correct Filing Status (January 4, 2008)
[browse] online "Your federal tax filing status is based on your marital and family situation. It is an important factor in determining whether you must file a return, your standard deduction and your correct amount of tax."
AT-2008-05:  Choose the Simplest Federal Tax Form for Your Needs (January 8, 2008)
[browse] online "The three forms used for filing individual federal income tax returns are Form 1040EZ, Form 1040A and Form 1040. If you are filing a federal income tax return on paper, use the simplest form you can."
AT-2008-09:  1040 Central -- One Click Away (January 14, 2008)
[browse] online "Don’t wait in line, go on-line. The IRS Web site is a great resource for answers to tax questions that arise during the filing season.  Access 1040 Central at IRS.gov under the “Individuals” tab and discover user-friendly tools that will make completing your 2007 tax return quick and easy."
AT-2008-10:  IRS Has Free Publications on Every Topic You Need (January 15, 2008)
[browse] online "The IRS has free publications to answer just about any tax question you have. Publications on a variety of tax-related topics are available by phone or the Internet at IRS.gov."
AT-2008-19:  e-file -- A Smart Way to do Your Taxes (January 28, 2008)
[browse] online "Every year, more taxpayers discover the benefits of filing their tax return electronically. Whether you use a professional tax preparer authorized by the IRS or do it yourself from a home computer, there are many reasons to consider e-filing your tax return this year."
AT-2008-20:  Receive Your Refund Faster with Direct Deposit (January 29, 2008)
[browse] online "Want your refund faster? Have it deposited directly into your bank account. More taxpayers are choosing direct deposit as the way to receive their federal tax refunds."
AT-2008-21:  Check Out Free File (January 30, 2008)
[browse] online "If you have access to a computer and the Internet you may be eligible to prepare and file your 2007 federal tax return electronically—for free. Free File is an easy way to file your taxes and get your refund in half the time."
FS-2008-1:  Highlights of 2007 Tax Changes (January 2008)
[browse] online "Taxpayers who choose to claim the tuition and fees deduction must fill out and attach new Form 8917. The resulting deduction is reported on Form 1040 Line 34 or Form 1040A Line 19. "
FS-2008-4:  2008 IRS E-file (January 2008)
[browse] online "Most taxpayers and tax preparers this year will use IRS e-file to file their tax returns or get extensions of time to file. In the process they will not have to send a single scrap of paper to the Internal Revenue Service."
FS-2008-6:  Electronic Payment Options for 2008 (January 2008)
[browse] online "Taxpayers can set up an e-pay option including electronic funds withdrawal from a checking or savings account. Paying with a credit card is another e-pay option."
FS-2008-7:  IRS Offers Free Tax Help (January 2008)
[browse] online "The Internal Revenue Service offers free tax help by computer and telephone and in person. The IRS helps taxpayers get forms and publications and answers a wide range of tax questions."
IR-2008-1:  Tax Packages Arrive in Mail; IRS Reminds Taxpayers to e-file and Watch for Tax Law Changes (January 2, 2008)
[browse] online "... the Internal Revenue Service today reminded taxpayers to watch for commonly overlooked tax credits and late tax law changes that could affect their tax returns."
IR-2008-5:  IRS E-file Opens for 2008 Filing Season for Most Taxpayers (January 10, 2008)
[browse] online "Most taxpayers may file their 2007 tax returns electronically beginning Jan. 11 as the Internal Revenue Service opens the e-file program."
IR-2008-6:  Most Taxpayers Eligible to File Their Taxes Online for Free (January 10, 2008)
[browse] online "The Internal Revenue Service and its private-sector partners today announced the Jan. 11 opening of this year's Free File program."
IR-2008-12:  IRS Partners Host Free Tax Help for Low-Income, Elderly Taxpayers (January 31, 2008)
[browse] online "The IRS Volunteer Income Tax Assistance (VITA) Program offers free tax help to people who earn less than $40,000. The Tax Counseling for the Elderly (TCE) Program offers free tax help to taxpayers who are 60 and older."

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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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