1098-T Information

There are several possibilities:

• The IRS does not require us to send you one if qualified tuition and related expenses are entirely waived or paid with scholarships.
• You attended in the spring semester but you had enrolled and the college received payment in the prior calendar year.
• You were enrolled in courses for which no academic credit is offered, even if you were otherwise enrolled in a degree program.
• We do not have a valid United States mailing address or social security number on file for you.
• You gave consent to "opt-out" of paper delivery of the form.
• Institutions are not required to furnish a Form 1098-T to non-resident aliens.

• Log in to Self-Service
• Choose "Tax Information"
• Choose "1098 Information"
• Choose "Receive My 1098 in Electronic Format" and save
• Select the 1098-T statement for the desired tax year

It depends. Your Form 1098-T will report any payment received for qualified tuition and fees in your account from January 1 to December 31 of the tax year. Box 7 will be checked on your form showing that your amount in Box 1 includes amounts for terms beginning in the first three months of the next year.

No, but you can access and print a copy of your Form 1098-T by logging into Self-Service. Student Accounts cannot reprint tax forms. Please update or correct your current mailing address with the Registrar or "opt-out" of paper delivery.

Only qualified tuition and expenses are reported on your Form 1098-T. Please consult your professional tax advisor with questions regarding "qualified expenses."

• Box 1 shows the total payments received by the college from any source for qualified tuition and related expenses less any reimbursements or refunds made for calendar dates January 1 through December 31.
• Box 4 shows any adjustment made by the college for a prior year for qualified tuition and related expenses that were reported on a prior year Form 1098-T. This amount may reduce any allowable education credit that you claimed for the prior year (may result in an increase in tax liability for the year of the refund). See “recapture” in the index to Pub. 970 to report a reduction in your education or tuition and fees deduction.
• Box 5 represents the total of all scholarships or grants administered and processed by the eligible educational institution. The amount of scholarships or grants for the calendar year (including those not reported by the institution) may reduce the amount of any allowable tuition and fees deduction or the education credit you may claim for the year.
• Box 7 is only checked when Box 1 includes amounts for spring semester paid prior to December 31 for any qualified tuition.
• Box 8 is only checked if you have been a half-time student (6 credit hours) for at least one academic period that began during the calendar year.