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1098-T Tax Information

 

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Qualified students receive a 1098-T form for "qualified tuition and related expenses."

Please consult a tax expert for information about how to claim these expenses on your taxes.

  • Tax Information and Benefits for Education

    In accordance with requirements of the Tax Relief Act of 1997, the 1098-T tax credit form is intended to provide you with information to assist you in determining your eligibility for possible Hope Scholarship or lifetime learning credits. This form will be available before Jan. 31 each year through MyUB. (See "How to Access Your 1098-T " below.)

    We recommend you contact a tax adviser when determining your qualified tax credit amount.

    Students can obtain more information about student loan interest deductions, lifetime learning credits and Hope Scholarship credits from the IRS. For additional information, reference IRS Publication 970, Tax Benefits for Higher Education and Publication 520, Scholarships and Fellowships , also available by calling 1.800.TAX.FORM.

  • How to Access Your 1098-T

    Students eligible to receive a 1098-T are able to access the document through MyUB. The Office of Bursar does not mail 1098-T forms to students. If you have questions or concerns about this matter, please contact us.

    1. Access your 1098-T information by logging into MyUB and clicking My Student Center in the upper, left-hand corner.
    2. Scroll down to the "Finance" section and click the down arrow.
    3. A list of several items will appear in a drop-down box; click the "View 1098-T" option toward the bottom of the list. Follow the instructions.
    4. If you need assistance viewing your 1098-T online, please contact us.
  • Helpful Information and Forms

Frequently Asked Questions About 1098-Ts

  • What charges are considered "qualified tuition and related expenses," reported in Box 2 of my 1098-T?

    All tuition and mandatory fees billed during the calendar year are qualified expenses. Billed charges are reported, but UB does not report on paid charges.

  • What makes up "scholarships and grants," reported in Box 4 of my 1098-T?

    This includes all scholarships posted to your account during the calendar year, including Pell, SEOG and tuition waivers.

  • Why didn't I receive a 1098-T?

    You are not eligible to receive one if:

    • you are an international student
    • the amount posted to your account in scholarships during the calendar year was greater than the amount billed for tuition and mandatory fees during the calendar year.