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Get your taxes done using TurboTax
Hi Brigilli,
Simply going from undergraduate to graduate level studies does not trigger a special tax filing status.
However, here are some things to consider for your upcoming tax year:
1) Expect the school to issue you a W-2 for your GA work. Look for this form this coming January.
2) If you have student loans be on the lookout for a 1098-E form from the lender.
3) If you paid tuition another form to watch for is the 1098-T from the school.
You should also review eligibility for the lifetime learning credit!
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‎September 30, 2021
10:04 AM