Tax Forms

Tax Form Name	Purpose
Tax Form Name Form 8863	Purpose Form 8863 must be completed and returned with your Tax Return if you are eligible for the Education Credits.
Tax Form Name Form W-9S	Purpose 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 to: Office of the Bursar Attn: Tax Credit Department Pennsylvania State University 103 Shields Building 664 Curtin Road University Park, PA 16802
Tax Form Name Form 1098-T	Purpose Eligible educational institutions file this form with the IRS for each student they enroll and for whom a reportable transaction is made.
Tax Form Name Publication 970	Purpose 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.