Tax Information (1098-T)

A 1098-T form is mailed to all students who have payments for qualified tuition and other educational related expenses during the previous calendar year, or who received scholarships and grants. For 2018 these are also available at http://tra.vangent.com and select “First Time Student”

Colleges and universities are required to issue the 1098-T form for the purpose of determining a student’s eligibility for the Hope and Lifetime Learning education tax credits. Receipt of the 1098-T form does not imply eligibility for the tax credit. Students and families should consult their tax advisor or IRS Publication 970, Tax Benefits for Education, to determine their eligibility. The 1098-T form is informational only and should not be considered as a tax opinion or advice. If you have questions about how to calculate your education tax benefit, you should consult your tax professional or refer to the IRS.

Learn more about 1098-T forms with frequently asked questions below:

Q: Will I receive a 1098-T form?

Q: When will I receive my 1098-T form?

Q: How will I receive my 1098-T form?

Q: Can my parent or guardian access my 1098-T form? 

Q: Why is box 2 empty? Can I receive a 1098-T that reflects my billed charges as in previous years?

Q: Why didn’t I receive a 1098-T?

Q: How can I get a copy of a 1098-T form from a prior year?

Q: Will international students receive 1098-T forms? 

Q: Will students taking Continuing and Professional Studies courses receive 1098-T forms?

Q: Do you file a copy of my 1098-T form with the IRS?


Q: Will I receive a 1098-T form?

A: Students who were enrolled during the previous calendar year will receive a 1098-T if they had payments of qualified educational expenses (tuition) during the calendar year, January 1 through December 31, or if they had scholarships and grants disbursed to them during this time.

Back to top


 

Q: When will I receive my 1098-T form?

A: In compliance with federal law, Jefferson/East Falls campus 1098-T forms will be postmarked by January 31st. You should receive your 1098-T form within a few days after this date. Currently enrolled students can also access their 2018 1098-T online in at http://tra.vangent.com

Back to top


 

Q: How will I receive my 1098-T form?

A: You will receive your 1098-T form in the mail at the address listed on your QuikPAY tuition statements.

You may also receive an electronic copy of your 2018 1098-T by going to the following link http://tra.vangent.com, then Click on ”First Time Students” and following the directions on the page to establish an account and download a PDF of your 1098-T

Back to top


Q: Can my parent or guardian access my 1098-T form?

A: The 1098-T forms are mailed to the student’s address of record and as part of the students’ financial information are protected under FERPA.

Back to top


Q: Why is box 2 empty? Can I receive a 1098-T that reflects my billed charges as in previous years?

A: For 2018 the IRS requires educational institutions to only report the amount of qualified payments made using Box 1. These payments are capped by the amount of eligible tuition expense a student incurs during the 2018 year. Any 2018 tuition which was billed in 2017 and reported on the 2017 1098 T is removed from this calculation as required by the IRS.

Students and families are responsible for maintaining their own records for tax purposes. The university does not provide statements of payment received for tax purposes. Currently enrolled students may login to QuikPAY to retrieve their statement history for the last 18 months.

Back to top


Q: Why didn’t I receive a 1098-T?

A: There may be several reasons why a student did not receive a 1098-T form; the most common are:

  1. Your tuition was paid in full with remission, exchange, or an assistantship.

Students whose tuition is offset in full by remission, exchange, or an assistantship will not receive a 1098-T as the amount of qualified tuition is reduced to zero.

  1. You graduated in May and did not receive any scholarships and grants.

Jefferson/East Falls campus bills tuition and fees prior to the start of the semester. If you graduated in May, your spring tuition was billed the prior November and December even though the spring semester did not begin until January. Your spring tuition was reflected on your 2017 1098-T which would have indicated by a check mark in Box 7 that the form included tuition for a future term.  Even if you paid this tuition in 2018 the IRS guidelines require the exclusion of those payments from the 2018 1098-T.

  1. You are classified as an (nonresident alien) international student.

The IRS does not require Jefferson to issue 1098-T’s for nonresident alien students. You may request a 1098-T by providing a copy of your social security or tax identification card.  If the classification as international student is incorrect, please contact the Registrar to update your information.

  1. Your 1098-T form was mailed to an incorrect or invalid address.

The University may have prepared a form and mailed it to you, but you did not receive it due to an incorrect address.  You should be able to access your 2018 1098-T at the following link http://tra.vangent.com.  Click on “First Time Students” and follow the directions to establish an account. If you are current student, you will also be able to use WebAdvisor to access prior year 1098-T’s.

Back to top


 

Q: How can I get a copy of a 1098-T form from a prior year?

A: Currently enrolled students may access their 1098-T forms from 2009 through the 2017 using their WebAdvisor accounts. The university can reprint forms from 2009 through the current year for students who are no longer enrolled only if a 1098 T was originally issued for that year.

Back to top


 

Q: Will international students receive 1098-T forms?

A: 1098-T forms will be provided for International Students upon request however students should be prepared to present a valid Social Security card or tax identification card when making their request. 

Back to top


Q: Will students taking Continuing and Professional Studies courses receive 1098-T forms?

A: CPS students taking courses for academic credit will receive a 1098-T if they provided a valid social security number at the time of enrollment and had payments of qualified expenses during the year.  Students enrolled in course with a term code of 2017CPE or 2018CPE are typically not eligible to receive a 1098 T for those courses.

Back to top


Q: Do you file a copy of my 1098-T form with the IRS?

A: Yes, in conformance with Section 6050S of the Internal Revenue Code, as enacted by the Taxpayer Relief Act of 1997, Jefferson/East Falls campus files information returns to assist taxpayers and the Internal Revenue Service in determining eligibility for the Hope and Lifetime Learning education tax credits. The annual deadline for colleges and universities to file the required tax information electronically is March 31, although Jefferson/East Falls campus may transmit the data earlier as circumstances allow.


Back to top