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1098-T Frequently Asked Questions (FAQ)

The IRS Form 1098-T is issued to all students with qualified tuition and fees assessed during the calendar year in question with certain exceptions as listed in FAQ #5 below. The form is mailed to the student's mailing address during the last week in January and is also available on the web. Supplemental information is also provided to help students and parents claim the tax credits.

Resources

The University cannot provide assistance regarding your eligibility or the calculation of the credit. The following web sites have additional information that may be useful.


  1. How do I obtain my 1098-T form?

  2. What is the Hope Scholarship & Lifetime Learning Credits and Student Loan Interest Deduction?

  3. Why did I receive a 1098-T tax form? Am I eligible to claim the tax credit?

  4. When and where will the 1098-T be mailed?

  5. Why haven't I received my 1098-T form?

  6. Does the 1098-T form have to be attached to my tax return?

  7. The Social Security Number (SSN) on the 1098-T is wrong. How can I get it corrected?

  8. I am a parent of a UTSA student, how do I request a copy of my child's 1098-T or any other payment information?

  9. Why don't the tuition and fee payments reflected on my 1098-T form match my records?

  10. What are qualified tuition and related expenses?


  1. How do I obtain my 1098-T form?

    1098-T forms are generated for all students who have a valid tax identification number on file with Fiscal Services. For individuals, this is your social security number.

    • If you are using a generic student id number, a 1098-T form is generated for you using your student identification number.
    • If you want to update your tax identification number so UTSA can reference on your 1098-T, you must fill out an IRS Form W-9S and submit it to the office of Financial Services and University Bursar.
    To obtain your 1098-T form, go to www.1098T.com:
    1. Click Access my record in the menu on the left hand side.
    2. Enter your Social Security Number and your last name.
      NOTE: If you do not have an SSN or did not provide one to UTSA, you may use the option to login using your student ID.
    3. Click Login.
    4. Enter your first name and birthdate.
    5. Enter the four digit PIN number you selected.
    6. Re-enter PIN to confirm.
    7. Enter your mother's maiden name.
    8. Click Finish. A page showing your name, address and other personal information displays.
    9. If you are enrolled in more than one school, select the year and school for which you would like to get the 1098-T form.
    10. Print information from two links: View my 1098-T tax form and View my financial information.
  2. What is the Hope Scholarship & Lifetime Learning Credits and Student Loan Interest Deduction?
    In 1997, the Taxpayer Relief Act established two education tax credits and a deduction for student loan interest. The following is general information only and should not be taken as tax advice. You may consult the IRS or a tax professional for more information.

    • The Hope tax credit is available for the first two years of postsecondary education for students enrolled at least half time in a degree or certificate granting program. Taxpayers may claim up to maximum of $1,800 per student (100% of the first $1,200, plus 50% of the second $1,200) for qualified tuition and related expenses paid in the tax year in question.

    • The Lifetime Learning tax credit applies to any postsecondary education to acquire or improve job skills. There is no minimum enrollment requirement or limit to the number of years it is available. Taxpayers may claim a maximum of $2,000 (20% of $10,000) of qualified expenses paid in the tax year in question.

    For more information, see Chapter 2 of IRS Publication 970: Tax Benefits for Education.

    The American Opportunity Tax Credit (AOTC) modified the existing Hope Credit for tax years 2013 through 2017. The credit was extended by the American Taxpayer Relief Act of 2012.  This is a modification of the Hope Credit.

    .

    • The maximum amount of the AOC is $2,500 per student. The credit is phased out (gradually reduced) if your modified adjusted gross income (AGI) is between $80,000 and $90,000 ($160,000 and $180,000 if you file a joint return).
    • The credit can be claimed for the first four years of post-secondary education. Previously the credit could be claimed for only the first two years of post-secondary education.
    • Generally, 40% of the AOC is now a refundable credit for most taxpayers, which means that you can receive up to $1,000 even if you owe no taxes.
    • The term "qualified tuition and related expenses" has been expanded to include expenditures for "course materials." For this purpose, the term "course materials" means books, supplies, and equipment needed for a course of study whether or not the materials must be purchased from the educational institution as a condition of enrollment or attendance.
  3. Why did I receive a 1098-T tax form? Am I eligible to claim the tax credit?

    You received a form because higher education expenses may be eligible for federal tax benefits. Our records show that you were enrolled in courses at UTSA, which were assessed in the tax year in question.

    Whether or not you may take advantage of these tax credits depends upon your individual facts and circumstances. UTSA cannot provide tax advice, so you may want to consult the IRS, tax professional or see the resources below to find out more about the credits and your eligibility:

  4. When and where will the 1098-T be mailed?

    Forms will be mailed to the student's mailing address during the last week in January. The permanent address may be verified on ASAP.

  5. Why haven't I received my 1098-T form?

    In certain situations, a 1098-T may not have been generated for you:

    • If payments were made either in the prior or subsequent years for classes taken in the current year, the expenses are not reflected in the current tax year so would not be reflected on the current year 1098-T. When reviewing your records, you must take into consideration actual payment dates.
    • We cannot report your tax identification number to the IRS if we do not have a valid SSN on file. To add your tax identification number to your 1098-T, the student must complete the IRS Form W-9S. Complete the form and mail it to the Financial Services and University Bursar's office.
    • We are not required to submit a 1098-T if sum of the students' grants, scholarships and 3rd-party sponsorships exceed the sum of their qualified expenses.
    • We are not required to submit a 1098-T for non-resident alien students, but will do so upon request.

    If these situations do not apply to you, a 1098-T should have been generated and mailed to the student's mailing address.

  6. Does the 1098-T form have to be attached to my tax return?

    No. There is no requirement to attach the 1098-T form to your tax return.

  7. The Social Security Number (SSN) on the 1098-T is wrong. How can I get it corrected?

    To correct the SSN on the 1098-T, the student must complete the IRS Form W-9S. Complete the form and mail it to the Financial Services and University Bursar's office.

  8. I am a parent of a UTSA student, how can I request a copy of my child's 1098-T or any other payment information?

    IRS 1098-T forms are sent to the student's mailing address. In order to protect student privacy rights guaranteed through the Federal Family Educational Right to Privacy Act, the Fiscal Service's Office must have the student's permission to discuss financial information with any other party. Students can authorize others to view and/or discuss their financial or other university records by completing the Student Authorization to Release Educational Records form.

  9. Why don't the tuition and fee payments reflected on my 1098-T form and supplemental page match my records?

    When reviewing your records, you must take into consideration actual registration dates in order to reconcile your records to the amounts on the form. The 1098-T form reflects assessments and the supplemental page reflects payment and refunds made during the tax year in question.

    EXAMPLE: Registration assessments for the spring semester (January – May) that are accomplished in December of the prior year will be included on the prior year's 1098-T form.

    The 1098-T form reflects total qualified tuition and fee assessments made during the calendar year for which the 1098-T reports. For example, registration in December for the following spring semester (January – May) will cause those assessments to be reported on your prior year's 1098-T.

    Students who register for the upcoming spring semester during the prior fall semester will have those assessments reported on the prior year 1098T because that's when they were assessed to the students' account.

    However, if the student waits until January to make their payment, the payment will be recorded on the supplemental page of the subsequent year. This means that the assessment and related payment will be recorded on separate years based on the date they were posted to the student account.

    • EXAMPLE 1: Student registers in November/December for the upcoming spring semester and pays their balance in full prior to December 31st.

      Both the payment and the assessments were recorded on the student account in the same calendar year and will both be reported on the same calendar year 1098-T.

    • EXAMPLE 2: Student registers in November/December for the upcoming spring semester, but waits until January to make their payment.

      The assessment will be reported on the prior year 1098-T, while the payment will be reported on the supplemental form for the subsequent year.

    • EXAMPLE 3: Student registers in January for the current spring semester and pays their balance in full prior to the spring payment deadline.

      Both the payment and the assessments were recorded on the student account in the same calendar year and will both be reported on the same calendar year 1098-T.

  10. What are qualified tuition and related expenses?

    In order to determine qualifying expenses, only those amounts a student is required to pay in order to be enrolled at or attend UTSA should be considered. Amounts paid for any course or other education involving sports, games or hobbies are not eligible unless the course is part of the student's degree program. Charges and fees associated with room, board, student activities, athletics, insurance, books, equipment, transportation and similar personal living or family expenses are not qualified expenses. Qualified expenses must be reduced by tax-free grants, scholarships, fellowships, tuition exemptions and employer-provided educational assistance.

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