Sunny_Tax_Expert
Employee Tax Expert

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!

https://turbotax.intuit.com/tax-tips/college-and-education/what-is-the-lifetime-learning-tax-credit/...

 

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