Request for paid fees letter

Official receipts for semesters which have been fully paid are available upon request. You may walk-in to make the request or fax/mail a written request to the office.  You may also access this information online at www.pathway.umkc.edu after the completion of any given semester.  For instructions, click here.

There is up to a 24 hour turn-around on any official receipts requested at the Cashiers Office for the current year. For previous years' receipts, approximately two weeks is needed for the information to be researched and the receipts to be hand-written.

Download the request for paid fees letter.

Request for 1098-T

To obtain official tax forms, visit http://cashiers.missouri.edu/tra97.htm. To access your 1098-T on this site you must have your UMKC Single Sign-On ID and password. You can also request that document in person at the Cashier's Office with a picture ID or by sending a written request via fax or mail.

For more information about deductions that you might be eligible for, visit www.irs.gov.

Hope, Lifetime, and Education Tax Credits

This information is provided for informational purposes only. Consult a tax adviser with questions about the educational tax incentives described in this section. The University of Missouri does not provide tax advice. For additional information, visit http://www.irs.gov.

Hope Scholarship

The Taxpayer Relief Act of 1997 (the Act) provides taxpayers two nonrefundable tax credits for payments made for qualified tuition and related expenses (tuition and fees, but not books) for post-secondary education.

The HOPE Scholarship Credit allows taxpayers to claim a maximum credit of $1,650 (100 percent of the first $1,000 of tuition and fees and 50 percent of the next $1,000 of tuition and fees) for expenses paid on behalf of the taxpayer, the taxpayer's spouse, or a dependent for the first two years of post-secondary education at an eligible institution. The student must be enrolled on at least a half-time basis for at least one academic period during the year for the expenses to be qualified.

The Lifetime Learning Credit

The Lifetime Learning Credit allows taxpayers to claim a maximum credit up to $2,000 per tax return incurred during the taxable year for qualified tuition and fees for eligible students for post-secondary education, including any course of instruction to acquire or improve job skills.

Qualified credit expenses

Both credits limit qualified expenses to the taxpayer, the taxpayer's spouse, or a dependent of the taxpayer. Additionally, the total of qualified expenses must be reduced by any tax-free educational assistance (grants, scholarships, employer-provided tuition assistance) and by any refunds of qualified expenses. Qualified expenses paid for with loans are eligible. Both credits are phased out for taxpayers with modified adjusted gross income between $42,000 and $52,000 (between $85,000 and $105,000 for joint filers). For each qualifying student, taxpayers must choose to claim either the HOPE Scholarship Credit, the Lifetime Learning Credit, or the exclusion for certain distributions from an education IRA for the taxable year. They cannot claim more than one of these benefits for a student for any year.

To claim the credits, taxpayers are required to provide the name and taxpayer identification number of the student on the return. Educational institutions are required to report information related to higher education tuition and related expenses assessed during the taxable year.

Coverdell Education Savings Account

The Taxpayer Relief Act of 1997 also created an educational funding vehicle, called a Coverdell Education Savings Account, for the purpose of paying the qualified higher education expenses of a designated beneficiary. Qualified higher education expenses include tuition, fees, books, supplies and equipment, and room and board. Contributions are non-deductible, and earnings on the amount held in the IRA will be non-taxable until distributed. You can contribute to a Coverdell ESA if your modified adjusted gross income is less than $110,000 for single filers and $220,000 for joint filers. Annual contributions are limited to $2,000 per beneficiary under the age of 18.

Distributions from a Coverdell ESA are excludable from income to the extent the amount does not exceed the qualified higher education expenses of the eligible student during the year. If the distribution from the Coverdell ESA exceeds the qualified higher education expenses, only a portion of the distribution is excludable. In addition, distributions not used for higher education are subject to a 10 percent addition to tax. The Act requires any balance remaining in a Coverdell ESA at the time a beneficiary becomes 30 years of age to be distributed and taxed to the beneficiary (and subject to the 10 percent addition to tax). However, the balance may be rolled over tax free to another Coverdell ESA benefiting another family member.

Deduction for interest on education loans

The Taxpayer Relief Act of 1997 provides an above-the-line maximum deduction for up to $2,500 of interest paid by taxpayers on qualified education loans. Taxpayers may take a deduction on qualified education loans for the benefit of the taxpayer, the taxpayer's spouse, or any dependent of the taxpayer as of the time the indebtedness was incurred. Originally, deductions were allowed only for the first 60 months that interest payments are required. The Economic Growth and Tax Relief Reconciliation Act of 2001 repealed the 60 month repayment limit for interest paid on or after Jan, 1, 2002.The deduction is phased out for taxpayers with modified AGI between $50,000 and $65,000 for single filers ($100,000 and $130,000 for joint filers). Married taxpayers must file jointly to take the deduction, and the credit may not be claimed on the return of anyone who is claimed as a dependent on another person's return.