Form 1098-T Tuition Statement

access your form 1098-t onlineTax credits & educator Expense deductions

About FORM 1098-T

The IRS requires the University to issue Form 1098-T, Tuition Statement, to each eligible student by January 31. The main purpose of the form 1098-T is to help students determine if they are eligible to receive two tax credits:  the American Opportunity Tax Credit (which replaced the Hope Credit in 2009) and the Lifetime Learning Tax Credit. The Form 1098-T is NOT to be filed with a tax return.  The purpose of the form is not to report scholarship income to the IRS, rather it is for information purposes only.

Common Questions about Form 1098-T
 

Why are my qualified payments not listed in Box 1?

According to IRS guidelines, institutions must choose to report either (Box 1) payments received for qualified tuition and related expenses or (Box 2) amounts billed for qualified tuition and related expenses. Since payments made are not directly allocated to specific charges and it would be impossible to verify if a certain payment was designated for a certain charge, Southern Connecticut State University elected to report the "Total Amounts Billed" (Box 2).

What is included in Box 2, amounts billed for qualified tuition and related expenses?

Box 2 includes tuition and mandatory fees that were billed between January 1 and December 31. Qualified tuition and fees include tuition charges as well as mandatory student fees such as lab fees, student activity fee, and general fees. Room, board, state university fee, and health insurance fees are not included in qualified tuition and fees as determined by IRS regulations.

NOTE: We report the total amount of qualified tuition and fees in a given tax year. For example, if the tuition and fees for the spring of 2012 are posted on student accounts in December of 2011, the amounts will be reflected on the 2011 1098-T form.

Why was I excluded from receiving a Form 1098-T?

Southern Connecticut State University is not required to issue a Form 1098-T to students whose qualified tuition and related expenses are entirely waived or paid entirely with scholarships, grants, and third-party (employer-provided or tax-free tuition assistance) payments (when Box 5 is equal to or greater than Box 2).
It is the taxpayer's responsibility to determine the amount of qualified tuition and fees paid, and to determine whether they are eligible for any tax credits.

Student Enrollment Status

To assist the student and the IRS in determining if the student qualifies for these tax credits, the university is required to indicate whether the student was enrolled at least half time for one semester during the calendar year. The IRS also requires the university to indicate if the student was enrolled exclusively in graduate level courses. If this indicator is marked, it could mean the student is not eligible for the American Opportunity credits

Additional Information

The Bursar's Office cannot provide any tax advice, only confirm and explain what has been reported on the Form 1098-T. For more information about your ability to claim a tax deduction or tax credit, contact a tax professional. Also, you can visit the Internal Revenue Service's web site at www.irs.gov. IRS Publication 970, "Tax Benefits for Education" is an additional resource for information on this topic. For questions regarding your summary of calculation of charges contact the Bursar's Office at (203) 392-6140 or via email.

How to access your 1098-T Online

Southern Connecticut State University has made students' Form 1098-T available for viewing and printing additional copies available online.

To access your 1098-T you must do the following:

  1. Go to the website www.1098-t.com
  2. Click on "Access My Record" from the menu on the left of the page.
  3. Enter your Social Security Number and Last name - do not enter a PIN if this is your first time accessing the site. Click the Login button. (You may also login using your Student ID Number-see below)
  4. You will be prompted to enter the following information to create your new PIN: First Name, Last Name, Date of Birth and enter a desired PIN and Mother's Maiden Name.


Alternate Login using Student ID Number

  1. Go to the website www.1098-t.com
  2. Click on "Access My Record" from the menu on the left of the page.
  3. At the top of the login page click on the link that reads "You may choose to login with your school identification number rather than your Social Security Number (SSN) by clicking here."
  4. Enter your ID Number and Last name - do not enter a PIN if this is your first time accessing the site. Click the Login button.
  5. You will be prompted to enter the following information to create your new PIN: First Name, Last Name, Date of Birth and Mother's Maiden Name.

Information on Tax Credits and Educator Expense Deduction

To learn more about tax credits and educator expense deduction, please click here to review the comprehensive resources provided by the IRS related to higher education.