Cuesta Cuesta Education Tax Credit

Cuesta College San Luis Obispo County

EDUCATION TAX CREDIT
TRA (Taxpayer Relief Act) Hope Scholarship Credit and
Lifelong Learning Credit

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Admissions and Records Office
Phone: (805) 546-3955

Cashier's Office
Phone: (805) 546-3949

Cuesta College in compliance with the Taxpayer Relief Act (TRA) of 1997, contracted with Vangent, formerly Pearson Government Solutions, to provide a 1098T form to students who enrolled in credit courses and were charged eligible fees at Cuesta College during the 2007 school year.

Each student enrolled in Spring 2008, Summer 2008, and Fall 2008
Each student enrolled for Spring 2009 prior to December 31, 2008.

Form 1098T will not be sent to students whose eligible fees were waived (i.e., scholarship and BOGW) or who enrolled using a Cuesta ID# (not SSN) who did not incur eligible debt in 2008 (i.e. BOGW recipients). The 1098T is meant to support the student's claim for Education Tax Benefits and includes enrollment information and fee information. Cuesta reports eligible fees charged not payments made. The form is sent to the student's address on file with the Cuesta College Admissions and Records Office at the time of printing in early January 2009.

Beginning in January 1998, a number of tax breaks became available to help pay for the cost of higher education.

IRS - Student's Information Page
HOPE Scholarship Credit
Lifetime Learning Credit
Student loan interest deduction
Cuesta College Personal Fees History Screen

Fee Information to be Provided: 2008 Tax Year and continuing for 2009, Cuesta College will provide fee information on the 1098T based on guidelines provided by the IRS.

Eligible fees to be reported include: Enrollment Fee, Non-Resident Tuition Fee, Course Fee, and Student Center Fee.

Fees not eligible and not included: Health Fee, ASCC ID Card, Student Representation Fee, and Parking Fee.

What Tax Preparer Needs:

We encourage all students to keep their registration receipts to provide proof of fees paid for the calendar year, regardless of the term of enrollment. Cuesta will provide the eligible fees charged, so students will need to provide proof of the amounts paid to their tax preparer. We suggest that you contact your tax preparer for the best documentation to use to show fees paid.

Fee Payment documentation may be obtained from:

Fee receipt received at the time of registration.
Accessing the Fees History screen. Please note: Currently the fees shown do not include payments made for deferred fees.
Cuesta College Cashier's Office.
Contact your tax preparer or the IRS for questions about eligible fees.
Remember to save ALL your registration fee receipts showing your payments for the 2008 tax year.

Plan ahead and save receipts for registration activities for Spring 2009.

Education Tax Credit Information:

Frequently Asked Questions (FAQ's) about 1098T's from Cuesta College.
Vangent TRA 1098-T Services web site allows students to update their information and provides education tax credit information.
For additional questions about your eligibility for the TRA97 education tax credits please contact the IRS at (800) 829-1040 or consult your tax advisor.

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