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UT Dallas - Finance Division

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1098T Education Tax Credits

How do I obtain my 1098T form?

  • Go to www.1098-t.com
  • Click on "Access my record" in the menu on the left hand side
  • Enter your Social Security Number and your last name
  • Click on the "Login" button
  • Enter your first name and date of birth (mm/dd/yyyy format)
  • Click on "Next"
  • Enter the four digit PIN number you selected
  • Re-enter PIN to confirm
  • Enter your mother's maiden name
  • Click on "Finish"
  • A page showing your name, address and other personal information will be displayed
  • 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
  • Print information from two links: "View my 1098-T tax form" and "View my financial information"

1098T forms will be generated for all students who have a valid tax identification number on file with the Bursar Office. For individuals, this is your social security number. If you are using a generic student id number a 1098T form will not automatically be generated for you. If you would like to obtain a 1098T form, you will need to fill out an IRS Form W-9S and submit it to the Bursar's Office.

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. Please consult the IRS or a tax professional, or see the Frequently Asked Questions page 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 $1,500 per student 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 $1,000 (20% of $5,000) of qualified expenses paid in the tax year in question.

The IRS Form 1098-T is issued to all students with tuition and fee expenses paid in the year in question. The form is mailed to the student's permanent address during the last week in January and is also available on the web. Amounts are not reported to IRS, but are 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.

Frequently Asked Questions

  1. Why did I receive a 1098-T tax form? Am I eligible to claim the tax credit?
  2. When and where will the 1098-T be mailed?
  3. Did you send me a 1098-T form? Why haven't I received my 1098-T form?
  4. Does the 1098-T form have to be attached to my tax return?
  5. The SSN on the 1098-T is wrong. How can I get it corrected?
  6. My child attends UT and I need their payment information/My parents need a copy of my 1098-T form.
  7. Why don't the tuition and fee payments reflected on my 1098-T form match my records?
  8. I know I didn't pay this much in tuition. Why are the figures on my statement so high?
  9. I know I paid more than what the form shows. Why?
  10. My records are incomplete. I need amounts broken down by semester.
  11. Why does my form say the amount paid is not available?
  12. What are qualified tuition and related expenses?

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 the University, which were paid for in the tax year in question.

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

When and where will the 1098-T be mailed?

Forms will be mailed to the student's permanent address during the last week in January. The permanent address may be verified on Galaxy or at the Registrar's web site.

Did you send me a 1098-T form/Why haven't I received my 1098-T form?

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

  • For example, if payments were made either in 2004 or 2006 for classes taken in 2005, the expenses are not reflected in tax year 2005. When reviewing your records, please take into consideration actual payment dates.
  • Your UT Dallas ID may start with a "9", which is not a valid SSN. We cannot report information to the IRS if we do not have a valid SSN.
  • The student must complete the IRS Form W-9S. Complete the form and mail it to:
    • The University of Texas at Dallas
    Bursar's Office MC15
    P.O. Box 830688
    Richardson, TX 75083
  • If the student is an international student, please contact the International Office at (972)883-4189 for further information.

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

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.

The 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 University of Texas at Dallas
Bursar's Office MC15
P.O. Box 830688
Richardson, TX 75083.
The SSN on the student record may also be incorrect. If it needs to be corrected, you may do so through the Registrar's office by calling 972-883-2346.

My child attends UT Dallas and I need his/her payment information/My parents need a copy of my 1098-T form.

IRS 1098-T forms are sent to the student's permanent address. In order to protect student privacy rights guaranteed through the Federal Family Educational Right to Privacy Act, the Bursar's office must have the student's permission to discuss financial information with any other party.

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

When reviewing your records, please take into consideration actual payment dates in order to reconcile your records to the amounts on the form. The 1098-T form reflects payment and refunds made in the tax year in question. For example, payments made in 2005 or 2007 for classes in 2006 are not included on your 2006 1098-T.

I know I didn't pay this much in tuition. Why are the figures on my statement so high?

The 1098-T form reflects total tuition and fee payments, not just items paid by you individually. Therefore, the statement may include amounts paid by financial aid, tuition waivers, exemptions, etc.

I know I paid more than what the form shows. Why?

The 1098-T form shows payments for tuition and fees made within the tax year in question. Some payments for a semester may be made outside of the calendar year and are not reported.

My records are incomplete. I need amounts broken down by semester.

To see tuition and fees by semester you may use EZPay. The amounts show tuition and fee expenses by semester. They do not reflect actual payment dates. Therefore, some adjustments may be needed to account for payments actually made in the same year.

Why does my form say the amount paid is not available?

The program in which you were enrolled was not able to provide that information. The University is not required to report amounts to the IRS. If you would like more information regarding the amount paid, please contact the program department.

What are qualified tuition and related expenses?

The University is not required to report amounts to IRS at this time, and includes payments of all tuition and fees on the 1098-T form. In order to determine qualifying expenses, only those amounts a student is required to pay in order to be enrolled at or attend the University 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.