Resource Links

This page is designed to help answer your questions about the Taxpayer Relief Act and the Hope Scholarship and Lifetime Learning credits. You can click on any of the links below to reach excellent resources for your specific needs.

2008 File Format and Instructions

IRS Links

Internal Revenue Service home page

IRS Forms and Publications

IRS Plain Language Regulations: Education Tax Credit (click on "Download Full Text") and Reporting Qualified Tuition and Related Expenses (click on "Download Full Text")

Publication 970, Tax Benefits for Education

IRS Hope Scholarship Credit

IRS Lifetime Learning Credit

IRS Form 8863

IRS Publication 1220

Specifications for Filing Forms 1098, 1099, 5498 and W-2G Electronically or Magnetically (link here??)

Fed Register Vol.67 No 244 w/regs

Get IRS Form 1096
Note: If you file a form 1096, it must be filed on a form printed by the IRS. The IRS will not accept a form 1096 printed from the web. Follow the link to order forms from the IRS. Enter 1096 in the "Search For" box and click the "Find This" button.

Other Resources

Taxpayer Relief Act of 1997

Families' Guide to the 1997 Tax Credits for Education (U.S. Department of Education)

U.S. Department of Education

Federal Student Aid

NACUBO Education Tax Credits resource page

Additional Financial Aid

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