View tax form 1098-T information
The following information is provided for general assistance related to the IRS Form 1098-T but should not be construed as tax advice. Refer to the IRS Publication 970 or consult with a tax advisor for further information regarding the 1098-T.
IRS form 1098-T is issued to assist in determining whether you are able to claim an education credit. The 1098-T is an informational report that shows payments received for qualified tuition and fees during the calendar year, as well as scholarships, grant aid, or sponsor and VA support payments applied to student accounts during the calendar year. Receipt of a 1098-T does not automatically establish eligibility for educational tax deductions or credits, nor does it provide all information that might be needed to calculate any taxable portion of scholarships/grants received.
Eligible students must have a social security number or taxpayer ID on file with the registrar’s office no later than December 15 of the tax year in order to receive the form.
A paper copy of the 1098-T forms is completed and mailed on or before January 31 for students who did not opt for electronic delivery. The 1098-T form is mailed to the student at the permanent home address listed on SIS Self-Service.
The 1098-T can be obtained electronically by clicking the “View 1098-T” link and providing consent. You can provide your ‘Consent to receive your 1098-T electronically’ at any time, before December 31 of the tax year. By clicking on Consent, you are stating that you want to receive your 1098-T form electronically and you agree to return to this site, to print your 1098-T form online or email the form to your email address.
After graduating, you will need to create an alumni account. You can then view your 1098-T by logging in to SIS Self-Service with your alumni account login ID and password.
Log in to SIS Self-Service to access your 1098-T. Under the billing tab, select “Summary.” Then, select “View 1098-T” in the actions box.
- Students who do not have their SSN or TIN on file by December 15 of the tax year in question.
- Students enrolled in courses for which no academic credit is offered, even if the student is otherwise enrolled in a degree program.
- Non-resident alien students.
- Students whose qualified tuition and related expenses are entirely waived or paid entirely with scholarships and/or other formal billing arrangement between an institution and the student’s employer, government entity, such as the Department of Veterans Affairs or the Department of Defense.
Due to an IRS requirement change, beginning with calendar year 2018, educational institutions must report based on payments received for qualified education expenses within the tax year. This is reported in box 1 of the Form 1098-T. However, the amount reported on your Form 1098-T, box 1, might differ from the amount you actually paid and are deemed to have paid. The IRS reminds the taxpayer, “When figuring an education credit, use only the amounts you paid and are deemed to have paid during the tax year for qualified education expenses.” To get a summary of your charges and payments by term, you can view and print your account activity in SIS Self-Service.
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