Skip to main content

Welcome to the UCLA Extension Support Center where you'll find articles to help answer your questions. Launched in late 2021, we are building a library of information to address your needs.

If your question is not answered here, please click Submit a request, and tell us what you need there.


Tax Advantages

  • Updated
As a UCLA Extension student, you may be eligible for federal tax credits, savings plans, or deductions for qualified educational expenses.
 
Key Tax Benefits You May Qualify For:
 
  • Tax Credits: You may be eligible for the Lifetime Learning Tax Credit or the American Opportunity Tax Credit. Eligibility for these credits depends on your adjusted gross income (AGI) and other IRS specifications.
  • Form 1098-T: UCLA Extension reports your qualified tuition fees to the IRS on this form. You are required to provide your Social Security Number (SSN) or Tax ID to the University for this report.
  • Section 529 Savings Plans: Qualified distributions from a 529 plan can be applied toward tuition and required supplies for your Extension courses.
 
For complete information on tax credit eligibility, reporting requirements, and instructions for viewing or printing your Form 1098-T, visit the Tax Advantages page on the UCLA Extension website.
 
We recommend consulting a qualified tax professional or referring to IRS Publication 970, Tax Benefits for Education, for detailed guidance. UCLA Extension cannot offer tax advice, but we can provide the necessary documentation to help you determine your eligibility and claim potential benefits.
 
Related articles:
 
  1. 529 Savings Plan
  2. 1098-T Form Sign-In Information

Related articles