Tax Forms
| Tax Form Name | Purpose |
|---|---|
| Form 8863 must be completed and returned with your Tax Return if you are eligible for the Education Credits. |
| Form W-9S | 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 and a photocopy of your SSN card to: Office of the Bursar |
| Form 1098-T | Eligible educational institutions file this form with the IRS for each student they enroll and for whom a reportable transaction is made. |
| Publication 970 | 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. |