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Taxpayer Relief Act (TRA) Services

Reliable, Cost-Effective Solution to TRA Requirements

NCS Pearson's TRA Services provide post-secondary institutions with a reliable, cost-effective solution to the information reporting and customer service requirements imposed by the Taxpayer Relief Act (TRA) of 1997.

The TRA of 1997, which established the Hope Scholarship and Lifetime Learning Tax Credits, requires post-secondary institutions to provide students with 1098-T forms used by students and their families to claim these credits. Institutions are also concerned about providing customer service to students and their families to help them obtain these tax credits.

NCS Pearson has developed a suite of services to help schools with this reporting and customer service burden. These services include:

• Obtaining and aggregating data from institutions
• Printing 1098-T forms and mailing to students, along with information about the tax credits
• Reporting 1098-T data to the IRS (in the IRS-required format)
• Managing a correction process to report 1098-T corrections to the student and the IRS
• Providing a Web site and toll-free customer service number to disseminate information, update data, and answer student and taxpayer questions

Learn more about NCS Pearson's TRA Services at hopescholar.ncspearson.com.

More Information?

• Call 1-800-359-1440
• Use our online information request form