Skip to Main Content. Access key M.
Skip to Main Navigation. Access key N.
Skip to Sub-Navigation. Access key O.

UT Dallas - Budget and Finance Division

Sub-Navigation with the primary navigation element displayed first

Frequently Asked Questions: 1098T

Why did I receive a 1098-T tax form? Am I eligible to claim the tax credit?

You received a form because your 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:

  • If the student was on full scholarship and no tuition and fees were paid. Some examples include RA/TA's, McDermott Scholars, AES Scholars, National Merit Scholars, and those with full grants.
  • If payments were received either in 2009 or 2011 for classes taken in 2010, the expenses are not reflected in tax year 2010. When reviewing your records, please take into consideration actual payment dates.
  • If a valid Social Security Number is not on file with the university. To update your social security number, complete the IRS Form W-9S. Forms may be submitted by email to bursarsoffice@utdallas.edu, by fax at 972-883-6464 or mailed to:

    • The University of Texas at Dallas
    Bursar Office SSB 21

    800 W. Campbell Rd

    Richardson, Tx 75080


If these situations do not apply to you, a 1098-T should have been generated and mailed to your permanent address listed in Galaxy.

 

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 Office SSB 21

800 W. Campbell Rd

Richardson, Tx 75080


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 972-883-2342.

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 2009 or 2011 for classes in 2010 are not included on your 2010 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.

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.

 

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.