Financial Aid and Scholarships

Oregon State has always been on the leading edge, made possible by students just like you! Through discovery, innovation, and application we are meeting challenges, solving problems, and turning ideas into reality. You've got big dreams for your future and Oregon State University can help put that future within your reach. The Office of Financial Aid and Scholarships welcomes the opportunity to assist you with making your dreams of an education come true. Click on Apply for Aid to begin your journey at Oregon State University!

2012-2013 FAFSA application

Submit starting January 1, 2012! Celebrate the New Year by filing your FAFSA. Don’t delay, some funds are extremely limited and if you wait you could miss out! Visit www.fafsa.gov starting January 1^st to submit your application for the 2012-2013 aid year! Don’t have your taxes done? Haven’t received your W2’s yet? Don’t worry, you can file using estimated amounts and update the information when you complete your 2011 taxes! The initial filing date is used to determine your status date for funds with limited availability (Funds such as Pell Grant and Direct/PLUS loans are not affected by an early deadline). Waiting to file could mean missing out on additional funding options!

1098-T Statements

1098-T statements are prepared by the OSU Student Accounts Office and are mailed to students toward the end of January. The 1098-T Hope and Lifetime Learning tax credit data is also available to view online through Student Online Services. Students can view 1098-T tax information for prior years through Student Online Services as well. For any questions relating to your 1098-T form, please contact Student Accounts at 541-737-3775.

Universities are required to report this information to students to assist with the American Opportunity Credit which may be utilized when filing an annual Individual Income Tax Return Form to the IRS. OSU Financial Aid staff are not tax professionals, and cannot provide advice on completing a tax return form, the use of the information provided on the 1098T form, or provide services to compute tax credits.

For your information, the following are some of the resources available for tax information:

• IRS Tax Form 8863 with form instructions
• IRS Publication 970 Tax Benefits for Education
• Online: http://www.irs.gov
• IRS 800 Phone Number: 1-800-829-1040
• Professional Tax Preparers

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