The Hope and Lifetime Learning tax credits are available to students or parents. Tax credits can be claimed for those paying for post secondary education for themselves, their spouse, or dependent children.
FICA’s purpose is to provide income and health insurance for individuals at retirement, as well as payments to children and surviving spouses of those incurring a disability prior to retirement. Under most situations, full-time student workers are exempt from FICA taxes.
The IRS requires Duke to report, both to the student and the IRS, certain summary financial information for students who meet IRS reporting criteria. This information is provided to assist students in determining their eligibility for certain educational tax credits.
This form is used to apply for or renew an IRS individual taxpayer identification number (ITIN) when claiming Exception 2(c), Scholarships, Fellowships, and Grants. This form should be reviewed, signed, and submitted by a Duke Certifying Acceptance Agent Responsible Party following a scheduled meeting between the Responsible Party and student applying for the ITIN.