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Student Aid Tax Issues

Traditional nonprofit public and private colleges and universities historically have been granted tax-exempt status. This permits them to devote more of their resources to funding student financial aid, educational activities, academic research, and community programs to achieve their core missions of teaching, research, and public service.

In addition, the Federal Tax Code contains a number of provisions directed specifically at students and families, including various tax credits and deductions, that help make college more affordable and thus encourage greater access to and participation in higher education.

 

AAU, together with six associations, sent a letter on June 20, 2019 to House Ways and Means Committee Chairman Rep. Richard Neal (D-MA) and Ranking Member Rep. Kevin Brady (R-TX) to encourage their support for an extension of a deduction for qualified tuition and related expenses.
The Federal Tax Code impacts colleges and universities' missions through provisions affecting aid to students; incentives for charitable giving; tax-exempt financing; UBIT; and the R&D tax credit.
A number of provisions in the Tax Cuts and Jobs Act (H.R. 1) affect higher education. This matrix compares prior legislation with new legislation enacted under this tax reform bill.
A number of provisions in the Tax Cuts and Jobs Act (H.R. 1) affect higher education. This document compares new provisions of the Tax Cut and Jobs Act with tax reform plans proposed by the U.S. House and Senate and prior tax law.

The Association of American Universities and other associations urged the Senate Finance Committee to include provisions in any upcoming tax reform package that help students save and pay for higher education, and manage their student loan debt.

Higher education associations share their views with the working group on several tax provisions which are important to college students and their families, as well as on charitable giving tax incentives, particularly the itemized deduction for charitable giving.
Higher education associations write to strongly endorse the American Opportunity Tax Credit Act of 2015, which will enhance access to college by making important reforms to the American Opportunity Tax Credit (AOTC) and Lifetime Learning Credit. 
Higher education associations write to express concerns about H.R. 3393, the Student and Family Tax Simplification Act, and encourage further improvements to this important legislation when it is considered on the House floor next week. 
The following testimony is for the record submitted to the United States Senate Committee on Finance Hearing on Higher Education and the Tax Code.
The American Council on Education and higher education associations, write regarding a discussion draft of the Tax Reform Act of 2014.