Tuition Benefits: Changes in Determination of Tax Status

Good News: you no longer need to complete a Determination of Tax Status Form each year for Tuition Benefits. The Department of Human Resources will notify you before you add or drop a course if your program is determined to be taxable.

So what happens if your program is determined to be taxable? Here are some important things to know:
*You will receive a $5,250 annual exclusion on your tuition.
*Any tuition amount over the exclusion is considered reportable taxable income.
*The tax reporting will be processed over specific months within the term (see the schedule below).

Fall Term: October, November, and December
Jan Term: November and December
Spring Term: March, April, and May
May Term: April and May
Summer Term: July and August
August Term: July and August

*The Department of Human Resources will contact you via email outlining the amount you will be taxed and the specific pay periods prior to the first paycheck affected each term.
*Remember that the taxable amount is NOT what will be deducted from your paycheck.
*The taxable amount can help you calculate your additional tax withholdings.
*The additional tax withholding that will be deducted from your pay depends on your W-4 elections.

The Tuition Benefits website can provide helpful information on how to better calculate your withholdings under Graduate Tax Information.

Considering a program and want to know the taxable status of that program? Have other questions? Contact us at or visit the Tuition Benefits website regularly for updates.

About Valerie Parker

This entry was posted in Uncategorized. Bookmark the permalink.