Tax Information

Do you qualify for student tax credits?

Before filing your taxes, see if you might qualify for student income tax credits and find the forms you need.

Common credits and deductions

The Taxpayer Relief Act of 1997 creates income tax benefits for students with qualified education expenses who attend eligible institutions. As an IU Indianapolis student, you may qualify for:

  • The American Opportunity Credit
  • The Lifetime Learning Credit
  • The Tuition and Fees Deduction

IU Kokomo does not provide tax advice. Talk with your tax advisor/preparer to determine your eligibility.

Learn more at IRS.gov

The form you’ll need: 1098‑T

If you qualify for one of the credits, you’ll need to include a Form 1098-T each year when you file your taxes.

You can sign up to get your Form 1098-T electronically. We’ll just need your Social Security number (SSN) to produce the form.

Sign up for an electronic form 1098-T

Have questions about your 1098-T?

The Office of the University Controller produces all tax documents and can assist with questions such as:

  • What information is contained on Form 1098-T?
  • Why did I not receive a Form 1098-T?
  • How do I request a duplicate or corrected Form 1098-T?
  • Why do the amounts not match my records?

Get more information about Form 1098-T

Contact us

If you have questions about your student account, billing, or accessing your 1098‑T form, please contact the IU Kokomo Student Central.

IU Kokomo Student Central
Kelley Student Center, Room 205
Phone: +1-765-455-9352
Email: iuk.studentcentral@iu.edu

Office hours and additional contact details are available on the IU Kokomo Bursar website.

Obtaining your IRS tax transcript

If you need a copy of your IRS tax transcript for financial aid, verification, or personal records, the IRS provides several convenient ways to access it. A tax transcript shows most line items from your federal tax return as filed with the IRS.

You may request your transcript directly from the IRS using one of the following options:

  • Get transcript online — Allows immediate access after identity verification.
    Get transcript
  • Request by phone — Call the IRS automated line at +1-800-908-9946
What you’ll need
For online access, you’ll need to verify your identity using information such as:
  • A valid email address
  • Your Social Security number
  • A personal account number from a financial institution
  • A mobile phone in your name
Types of transcripts available
Common transcript types include:
  • Tax return transcript – Shows most lines from your original return. Frequently used for financial aid verification.
  • Tax account transcript – Shows basic tax return data, amended return adjustments, and account balance.