2022 Calendar Year
The 1098-T form is an informational document that all educational institutions are required to prepare. It contains information on reportable transactions that have been made within a calendar year. 91抖阴 prepares 1098-T statements annually for all eligible students. Students are not required to use the 1098-T form but can use the information provided when completing their tax returns. While 91抖阴 cannot advise on how you should use the form, your tax professional can assist with determining eligibility for education tax credits (American Opportunity Tax Credit or Lifetime Learning Credit).听
1098-T forms for the 2022 calendar year are now available 别濒别肠迟谤辞苍颈肠补濒濒测.听
How to Access Your 1098-T听
Students can access their 1098-T electronically through their听听portal, using the following steps:听
鈥� Click on 鈥�Student & Financial Aid Information鈥澨�
鈥� Click on 鈥�Student Records鈥澨�
鈥� Click on 鈥�Tax Notification鈥澨�
鈥⑻�From here, you may print the form directly and save a copy for future year reference.听
You will have access to your 1098-T electronically until one year after you have graduated. 91抖阴 maintains 1098-T information for four years, per IRS recommendations. To access your 1098-T from prior years, you may follow the same steps to the Tax Notification Screen; scroll to the bottom of the page to click on 鈥淪elect Another Tax Year鈥�, enter the applicable tax year and click on 鈥淪ubmit鈥�.听Please note, 91抖阴 can only answer questions related to how the form was prepared. The taxpayer should refer to relevant IRS forms and publications, and not the institution, for explanations relating to the eligibility requirements for, and calculation of, any allowable education tax credit.听
Additional Online Resources听
IRS Publications鈥� go to irs.gov听
鈥⑻�Publication 970听鈥� Contains information on both American Opportunity Tax Credit and Lifetime Learning Credit. Covers eligibility, qualifying expenses, how to figure and claim credit, etc.听
鈥⑻�IRS Form听鈥� go to听听
鈥⑻�Form 8863听鈥� This is the form used to calculate the tax credit and must accompany the tax return.听
Phone Numbers听
IRS 鈥� Asking Tax Questions:听1.800.829.1040,听TTY/TDD 1.800.829.4059听
IRS 鈥� Ordering Forms and Publications:听1.800.829.3676, TTY/TDD 1.800.829.4059听
IRS 鈥� Taxpayer Advocate:听1.877.777.4778, TTY/TDD 1.800.829.4059