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1098T Tax Form FAQ
What does the 1098-T look like?
What is the 1098-T form, and the information included on it?
What am I supposed to do with the 1098-T form?
How can I get a copy of my 1098-T?
Can I get a copy of last year’s 1098-T?
Why didn't I receive a 1098-T from UMSL?
Who can claim the Hope or American Opportunity Tax Credit?
Am I eligible for a tax credit?
Why isn’t there an amount in box 1 on the 1098-T form?
What educational expenses are considered as qualified tuition and related expenses?
I paid my tuition and related expenses with student loans. Can I still claim a tax credit?
Why isn’t my spring 2011 registration included in the amounts billed for my 2011 1098-T?
What is considered a Scholarship or Grant in Box 5 on my 1098-T?
A sample of the 1098-T form is shown here.
Form 1098-T: Tuition Payments Statement is the information that colleges and universities are required to issue for the purpose of determining a student's eligibility for the Hope and American Opportunity education tax credits.
Keep it for your records. Since the University sends your 1098-T information to the IRS, there is no need to attach a copy of the form to your tax return. The information contained in the 1098-T will help you to determine if you may claim the Hope or the Lifetime Learning education tax credits.
Your 1098-T form is in MyView under Campus Finances > Tax Information. Click here for instructions.
Yes, provided that a form was issued to you. Click here for instructions.
- You did not have any qualified educational expenses within the tax year; therefore, a 1098-T form was not generated for you.
- You received more scholarships and/or grants than the amount of qualified tuition and fees billed.
- You are looking for your 1098-T at the wrong address.
IRS regulations require mailing your 1098-T to your permanent address, not your local or campus one. Check at home to see if your family received the form.
- Your 1098-T was mailed to the wrong address.
If you did not have a current address on file with the University, then your form may have gone astray. You may obtain copies of your 1098-T through the web site on the Cashier’s homepage at your convenience. Remember to update your addresses in MyView.
- You were a visa student who did not have a valid Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) on file.
IRS regulations specify that the University is not required to issue a 1098-T in this situation, unless the student requests the form.
An eligible taxpayer may claim them. An eligible taxpayer may be the student or, if the student is a dependent for federal income tax purposes, the person (e.g., parent) claiming the student as a dependent. A student who is a dependent cannot claim the tax credits or deduction on his or her own tax return.
To determine the correct amount, if any, to enter on your tax return, please consult your tax advisor, your personal expense records, and your Account Summary on MyView. Employees of The University of Missouri-St. Louis cannot offer assistance with tax form preparation. Please do not contact the school for that purpose.
The responsibility for individual tax circumstances rests with the taxpayer alone, and The University of Missouri-St. Louis cannot take any responsibility for your interpretation of this information. You are urged to refer to the federal Publication 970 from the IRS.
Institutions may elect to report either the aggregate amount of payments received for qualified tuition and related expenses (box 1), or the aggregate amount billed for qualified tuition and related expenses (box 2) during the calendar year with respect to individuals enrolled for any academic period. The University of Missouri system of schools decided to provide amounts billed on 1098-T forms. This is a University of Missouri policy and is not determined on a case-by-case basis.
Qualified tuition and related expenses are tuition and fees required for enrollment or attendance at an eligible educational institution that were paid on or after January 1 and on or before December 31 of the tax year. They do not include books, room and board, student activities, athletics (unless the course is part of the degree program), insurance, equipment, transportation, or other similar personal, living or family expenses.
Yes. Loan funds should be considered in the same manner as cash payments when calculating the Hope Credit, the American Opportunity Tax Credit or the Higher Education Tuition and Fees Deduction. However, any scholarships, grants, or other non-taxable aid must be deducted from the amount of qualified tuition and related expenses paid.
The 2013 1098-T reflects amounts billed on your account in the 2013 calendar year. Many students register for spring terms in November or December of the previous year. If this is the case, then your Spring 2013 registration would have been reported on your 2012 1098-T if you met the criteria to receive one.
Scholarships and grants generally include all payments received from 3rd parties (excluding family members and loan proceeds). This includes payments received from governmental and private entities such as the Department of Defense, civic, and religious organizations, and nonprofit entities. See the IRS specific instructions for form 1098-T.