How To Obtain More Information and Order Tax Forms

The National Association of College and University Business Officers (NACUBO) has been spearheading the efforts of the higher education community in working with the Internal Revenue Service to clarify some of the language and definitions of the Hope Scholarship and Lifetime Learning Credits. For information on this subject, as well as links to other relevant sites, visit NACUBO's web site at:

http://www.nacubo.org/website/tra97/index.html

Additional information is also available at the Department of Education's website at www.ed.gov/inits/hope/

As mentioned elsewhere in this website, you will need a copy of IRS Form 8863 to claim either of the credits on your return. You should also order IRS Publication 970 to familiarize yourself with the various provisions of the tax benefits for higher education. To obtain these forms, you can call 1-800-TAX-FORM or go to:

http://www.irs.ustreas.gov/prod/forms_pubs/

to order the forms through the Internet.