CORRECTED (if checked)

FILERS name, street address, city or town, province or state, ZIP or 1 Payments received for
foreign postal code, and telephone number qualified tuition and related OMB No. 1545-1574
expenses
UNIVERSITY OF CALIFORNIA IRVINE
9331.42
2017
TAX REPORTING OFFICE
Tuition
UC IRVINE CAMPUS BILLNG & COLLECTIONS 2 Amounts billed for qualified
tuition and related expenses Statement
IRVINE, CA 92697

Form 1098-T
949-824-2455 CALL CENTER 888-220-2540
FILER'S Federal identification no. STUDENT'S taxpayer identification no. 3 If this box is checked, your educational institution has changed
its reporting method for 2017 Copy B
95-2226406 ***-**-5780 For Students

STUDENTS name, street address, city or town, province or state, country, 4 Adjustments made for a 5 Scholarships or grants
and ZIP or foreign postal code prior year This is important
tax information
GARCIA GEOVANNI GONZALEZ 13293.21
and is being
915 S ARDEN PL APT 5
6 Adjustments to Scholarships 7 Check this box if the furnished to the
ANAHEIM, CA 92802-1536
or grants for a prior year amount in box 1 or 2 Internal Revenue
includes amounts for an
Service.
academic period
beginning January -
March 2018

X
Service Provider/Account Number 8 Check if at least half-time student 9 Check if a graduate student 10 Ins. Contract
(optional) reimb./refund
26621187 X

Form 1098-T (Keep for your records.) Department of the Treasury - Internal Revenue Service

WHAT IS IRS FORM 1098-T?

IRS Form 1098-T A college or university that received qualified tuition and related expenses on your behalf is required to file Form 1098-T, above, with the Internal Revenue Service (IRS). A
copy of Form 1098-T must be furnished to you. The information being reported to the IRS verifies your enrollment with regard to certain eligibility criteria for the American Opportunity Tax
Credit, the Lifetime Learning Tax Credit and the Higher Education Tuition and Fees Deduction. However, the enrollment information by itself does not establish eligibility for either credit or
deduction.
Box 1. Indicates the total payments received for qualified tuition and related expenses less any related reimbursements or refunds. If an amount is provided in Box 1 then Box 2 is blank.
Box 2. Indicates the total amounts billed for qualified tuition and related expenses less any related reductions in charges. If an amount is provided in Box 2 then Box 1 is blank.
Box 3. Indicates if the school has changed its 1098-T reporting method (amounts billed or amounts paid) for 2017.
Box 4. Indicates any adjustment made for a prior year for qualified tuition and related expenses that were reported on a prior year Form 1098-T. This amount may reduce any allowable
education credit or deduction you may claim for the prior year. See Form 8863, 8917 or Pub. 970 for more information.
Box 5. Indicates the total of all scholarships or grants administered and processed by the eligible educational institution. The amount of scholarships or grants for the calendar year
(including those not reported by the institution) may reduce the amount of any education credit or deduction you may claim for the year. See Form 8863, 8917 for how to report these
amounts.
Box 6. Indicates an adjustment to scholarships or grants for a prior year. This amount may affect the amount of any allowable education credit or deduction you may claim for the prior
year. See Form 8863, 8917 for how to report these amounts.
Box 7. If this Box is checked, the amount in Box 1 or 2 includes amounts for an academic period beginning January-March 2018. See Pub. 970 for how to report these amounts.
Box 8. Indicates whether your school considers you to have carried at least one-half the normal full-time workload for your course of study for an academic term during tax year 2016. If
you were at least a half-time student for at least one academic term during 2017, you meet one of the requirements for the American Opportunity Credit. You do not have to meet the
workload requirement to qualify for the Tuition and Fees Deduction or the Lifetime Learning Credit.
Box 9. Indicates whether your school considers you to have been enrolled in a program leading to a graduate degree, graduate-level certificate, or other recognized graduate-level
educational credential during tax year 2017. If you were enrolled in a graduate program, you are not eligible for the American Opportunity Credit, but you may qualify for the Tuition and Fees
Deduction or the Lifetime Learning Credit.
Box 10. Indicates the total amount of reimbursements or refunds of qualified tuition and related expenses made by an insurer. The amount of reimbursements or refunds for the calendar
year may reduce the amount of any allowable tuition and fees deduction or the education credit you may claim for the year.
BACKGROUND INFORMATION
The Taxpayer Relief Act of 1997 (TRA97) established two education tax credits: the Hope Tax Credit (currently modified as the American Opportunity Credit by
the American Recovery and Reinvestment Act of 2009) for students who are enrolled in one of the first four years of postsecondary education and are carrying at
least a half-time workload while pursuing an undergraduate degree, certificate, or other recognized credential; and the Lifetime Learning Tax Credit for students who
take one or more classes from a college or university to pursue an undergraduate or graduate degree, certificate, other recognized credential, or to acquire or improve
job skills.
The Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA) established a Higher Education Tuition and Fees Deduction for students who have
a modified adjusted gross income that exceeds the defined thresholds for the tax credits.
To claim the American Opportunity (Hope) or Lifetime Learning Tax Credit, use IRS Form 8863, Education Credits. To claim a Higher Education Tuition and Fees
Deduction, use IRS form 8917 but it is not necessary to file an itemized federal income tax return. The deduction is claimed on Line 19 on IRS Form 1040A, or Line 34
on IRS Form 1040. If you are claimed as a dependent by another person [including your parent(s)], you cannot claim the American Opportunity (Hope) Tax Credit,
Lifetime Learning Tax Credit or a Higher Education Tuition and Fees Deduction. However, the person claiming you may be entitled to the credit on his or her tax return.
Resources: For more information see IRS Publication 970: Tax Benefits for Higher Education and IRS Notice 97-60: provides consumer guidance on Education Tax
Incentives. These documents and IRS Form 8863 and 8917 are available at www.irs.gov or by calling the IRS at 1-800-829-1040. For additional 1098-T information and
instructions from your college or university go to www.tsc1098t.com.

Other Page May Provide More Information - Page 1 of 4

 INFORMATION FOR DETERMINING
FEDERAL TAX BENEFITS FOR HIGHER EDUCATION EXPENSES
GARCIA GEOVANNI GONZALEZ
UNIVERSITY OF CALIFORNIA IRVINE

YOU MAY BE ABLE TO REDUCE YOUR FEDERAL INCOME TAX LIABILITY

NOTICE TO STUDENT: You may be able to reduce your federal income tax liability by claiming the American Opportunity or Lifetime Learning Education Tax Credit or Higher Education
Tuition and Fees Deduction. These tax benefits apply to the tuition and related expenses (a) paid by you or on your behalf in 2017. The information provided below is a summary of the
information on file at your college or university regarding qualified tuition and related expense payments, as well as any scholarships and grants you received. This information may be of use
to you in calculating the amount of the tax credit or deduction you may be eligible to claim, but your personal financial records serve as the official supporting documentation for your federal
income tax return. Note: To claim the American Opportunity or Lifetime Learning Tax Credit IRS Form 8863 is required. To claim an education deduction IRS Form 8917 is required.
(Additional detail is available at www.tsc1098t.com.)

If you are claimed as a dependent on another person's tax return (such as your parent's return), please give this notice to that person.

The American Opportunity Tax Credit may be claimed by eligible single tax filers with a maximum modified adjusted gross income (MAGI) of $90,000 or by joint tax filers with a maximum
MAGI of up to $180,000. The Lifetime Learning Tax Credit may be claimed by eligible single tax filers with a maximum modified adjusted gross income (MAGI) of up to $65,000 or by joint
tax filers with a maximum MAGI of up to $131,000. Please visit www.irs.gov for the most recent information regarding current availability, income limits, and documentation applicable to the
Higher Education Tuition and Fees Deduction.

The school listed above and the Tab Service Company are unable to provide individual income tax advice. Please contact the Internal Revenue Service at 1-800-829-1040 or
your personal tax advisor for further information relating to your eligibility for and/or calculation of these tax benefits.

TAX YEAR 2017 AMOUNTS

Part 1: Payments Received for Tuition and Related Expenses Part 2: Scholarships or Grants (b)

QUALIFIED EDUCATION EXPENSES 9331.42 GRANTS AND SCHOLARSHIPS 13293.21

Qualified Payments Total for Jan 1 - Dec 31, 2017 (a) 9331.42 Gift Aid Total for Jan 1 - Dec 31, 2017 (b) 13293.21

TAX YEAR 2017 ADJUSTMENTS TO PRIOR TAX YEAR AMOUNTS (c)

Part 3: Adjustments Made for a Prior Year to Part 4: Adjustments Made for a Prior Year to
Qualified Tuition and Related Expenses Scholarships or Grants


NOT APPLICABLE NOT APPLICABLE

(a) "Qualified Tuition and Related Expenses": The expenses reported on this form must be required by and paid to the institution for enrollment purposes. They include tuition and certain
fees; they do not include books, room and board, athletics (unless part of the students degree program), insurance, equipment, transportation, or other similar personal living expenses. As a
result, the amount of Qualified Tuition and Related Expenses listed above will likely be less than the total amount of money you have paid to the school providing this notice. Additional detail
may be available at www.tsc1098t.com. Prepaid Qualified Tuition and Related Expenses are payments received for qualified tuition and related expenses in 2017 that relate to the academic
period January through March 2018.
(b) Important information regarding "Scholarships and Grants": Some portion of your Scholarships and Grants may be subject to income tax. Please consult with the IRS or your tax
advisor to determine the taxability of your Scholarships and Grants and how such amounts may affect the amount of your education tax credit or deduction. For additional information on these
issues, please reference IRS Notice 97-60: Consumer Guidance on Education Tax Incentives and IRS Publication 970: Tax Benefits for Higher Education. These documents, as well copies of
IRS Forms 8863 and 8917, can be obtained at the IRS web site, www.irs.gov, or by calling the IRS at 1-800-829-1040.
(c) "Adjustments to Prior Tax Year Amounts" represent transactions processed in Tax Year 2017 that may affect your transactions for a prior tax year. If amounts are shown in these
sections, and if the American Opportunity or Lifetime Learning Tax Credit was claimed by you or on your behalf for a prior tax year, please refer to the Instructions for IRS Form 8863 or
IRS Publication 970 regarding how such amounts must be accounted for on your current year tax return.
.

For more detailed information pertaining to the amounts listed above, visit the Tab Service Company web site at www.tsc1098t.com.

Other Page May Provide More Information - Page 2 of 4

 INFORMATION FOR DETERMINING
FEDERAL TAX BENEFITS FOR HIGHER EDUCATION EXPENSES
GARCIA GEOVANNI GONZALEZ
UNIVERSITY OF CALIFORNIA IRVINE

Part 1: Payments Received for Tuition and Related Expenses

Transaction Program Financial Financial Academic Academic Financial
Date Name Type Sub-Type Term Year Description Amount

Financial Detail: QUALIFIED EDUCATION EXPENSES (01)

20180710 Main QUALIFIED EDUCATION EXPENSES Qualified Education Expenses - - 9331.42

Other Page May Provide More Information - Page 3 of 4

 INFORMATION FOR DETERMINING
FEDERAL TAX BENEFITS FOR HIGHER EDUCATION EXPENSES
GARCIA GEOVANNI GONZALEZ
UNIVERSITY OF CALIFORNIA IRVINE

Part 2: Scholarships or Grants

Transaction Program Financial Financial Academic Academic Financial
Date Name Type Sub-Type Term Year Description Amount

Financial Detail: GRANTS AND SCHOLARSHIPS (01)

20180710 Main GRANTS AND SCHOLARSHIPS Grants And Scholarships - - 13293.21

Other Page May Provide More Information - Page 4 of 4