1098-T Education Tax Credits
Why did I receive a 1098-T tax form? Am I eligible to claim a 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. UT Dallas uses the “paid” tax reporting method, which means the University will produce a 1098-T tax form based on the amount of paid qualified tuition and fees.
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. For more information, visit
- IRS Publication 970 - Tax Benefits for Higher Education
- U.S. Department of Education
- IRS Form 8863 to claim education tax credits
How do I obtain my 1098-T form?1098-T forms will be generated for students who have a valid Taxpayer Identification Number (TIN) or Social Security Number (SSN) on file with the Bursar’s Office and who have paid tuition and fee expenses in the tax year in question. If you do not have a TIN or SSN on file with the University, a 1098-T form will not automatically be generated for you. If you would like to obtain a 1098-T form, you will need to fill out IRS Form W-9S and submit it to the Bursar Office.
- Go to 1098-t.com.
- Click on "Access my record" in the left menu.
- Enter your Social Security Number and your last name, and click "Login."
- Enter your first name and date of birth and click "Next."
- Enter the four-digit PIN number you selecte; re-enter PIN to confirm.
- Enter your mother's maiden name and click "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."
When and where will my 1098-T be mailed?Forms will be mailed to your permanent address on record at UT Dallas by January 31 each year. Log in to Galaxy and view “home” in Orion Student Center to verify your address. You can also elect to receive your form electronically.
Why haven't I received my 1098-T form?In certain situations, a 1098-T may not have been generated for you:
- If you were on full scholarship, a 1098-T will not be generated. Some examples include research assistants/teaching assistants (RA/TAs), McDermott Scholars, AES Scholars, National Merit Scholars and those with full grants.
- If payments for qualified tuition and fees were not received in the current tax year, those amounts will not be reflected on the current 1098-T. When reviewing your records, please take into consideration actual payment dates. Please note: When enrolling in a payment plan, your tuition and fees for tax purposes will be considered paid as of the date you sign up for the plan. For example, if you signed up for the Installment plan for spring 2013 in December 2012 your tuition and fees will be considered paid in 2012 and reported on the 1098T form for 2012.
- If a valid Social Security Number (SSN) is not on file with the University. To update your SSN, complete the IRS Form W-9S. Forms may be submitted at the Bursar Office.