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1098-T Frequently Asked Questions

Office Hours:
Monday - Thursday 8am - 6pm
Friday 8am - 5pm

Location:
Administration Bldg., Room 140

Phone:
(323) 343-5357

Fax:
(323) 343-6492

Caution: This is general information only and should not be taken as tax or legal advice; please contact the IRS or a tax professional for tax preparation advice. The University cannot provide assistance regarding your eligibility or the calculation of the credits.

1098-T Frequently Asked Questions (FAQ):

  1. What is the form 1098-T?
  2. Can I receive the form electronically?
  3. Can I receive both a printed form and also have it available electronically?
  4. When will my form be available?
  5. Can my Form 1098-T be sent directly to my parent(s), other persons who may claim me as a dependent or to my tax preparer?
  6. What do the boxes signify?
  7. What are qualified educational expenses?
  8. What are reasons why I would NOT receive a 1098-T form?
  9. Is my financial aid reported on the 1098-T form?
  10. I am a recipient of a GI Bill paid by the VA. How are the GI Bill tuition and stipend payment amounts reported on a Form 1098-T?
  11. The name on the Form 1098-T is incorrect or has been changed, how can I get it corrected?
  12. The address on the Form 1098-T is incorrect or has been changed, how can I get it corrected?
  13. How do I provide my social security number to Cal State L.A.?
  14. How do I provide my Individual Taxpayer Identification Number (ITIN) to Cal State L.A.?
  15. What does the IRS consider eligible for educational tax benefits?
  16. Do international students need a 1098-T?
  17. Where can I get additional information regarding the 1098-T form?

1098-T Frequently Asked Questions (FAQ):

1. What is the Form 1098-T?

Form 1098-T is an annual IRS form California State University, Los Angeles provides of student-related educational costs for annual income tax returns.  The form summarizes qualified tuition and fees for the calendar year (January 1 thru December 31).  This information is also used for student eligibility for the American Opportunity Credit, Lifetime Learning Credit, or other educational tax benefits.

DISCLAIMER:  The following general information should not be taken as tax or legal advice.  California State University, Los Angeles cannot provide tax service with these reporting forms.  For tax preparation advice, please consult your tax advisor.

For reporting purposes, California State University, Los Angeles is required to have the student’s Social Security number (SSN) or Individual Taxpayer Identification Number (ITIN).

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2. Can I receive the form electronically?

Yes. You can receive the 1098-T form electronically by following the steps below:

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3. Can I receive both a printed form and also have it available electronically?

No. Once you have granted consent to receive the form electronically, this year’s form and all future 1098-T forms will be available online only.  If you want to revoke your consent and have your forms mailed, please contact Student Financial Services, at (323) 343-5357. 

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4. When will my form be available?

Your 1098-T form will be accessible electronically by January 31, 2014 if you have already granted consent (see FAQ #2).

Forms will be mailed to students who did not “GRANT CONSENT” to the mailing address on record with the University. 

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5. Can my Form 1098-T be sent directly to my parent(s), other persons who may claim me as a dependent, or to my tax preparer?

As required by the Family Educational Rights and Privacy Act (FERPA) (20 U.S.C. § 1232g; 34 CFR Part 99), California State University, Los Angeles or its personnel cannot provide this information directly to parents, other persons who may claim the student as a dependent, or tax preparers.  If you are claimed as a dependent on another person's tax return (such as your parent's return), please give your Form 1098-T and Supplemental Information directly to that person.

Attention Parents: If you need to obtain a Form 1098-T for your child, your child must provide the University permission for you to receive a mailed copy. The Form 1098-T can be provided only after a Consent Form is completed by the student and filed with Student Financial Services located in Administration Building Room 140.

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6. What do the boxes signify?

Box 1: Payment received for qualified tuition and related expenses: Per instructions from the IRS, the University is required to report either payments or qualified tuition and fees charges. Cal State L.A. reports tuition and fees charges.

Box 2:  Amounts billed for qualified tuition and related expenses:  California State University, Los Angeles reports to the IRS the amount of qualified tuition expenses charged to your account during the calendar year 2013. (See FAQ #6)

Box 3:  Change in reporting methods:  Not applicable.

Box 4:  Adjustments made for a prior year:  Shows any adjustments made for a prior year for qualified tuition and related expenses that were reported on a prior year Form 1098-T.

Box 5: Scholarships or grants:  This box reports scholarships, grants (not loans) and third-party payments posted to your account during the calendar year 2013.  Scholarships, grants and third-party payments are listed in this box whether paid to you directly or applied to your tuition and fees charges.

Box 6: Adjustments to scholarships or grants:  Shows adjustments to scholarships or grants for a prior year.

Box 7:  This box is checked if any amount in Box 2 is for the academic period January – March 2014 (Winter Quarter 2014).  Often, tuition and fees for the winter term are paid in the previous calendar year.

Box 8: This box is checked if the student has enrolled at least half time (4 units for graduates, 6 units for undergraduates) for at least one quarter during 2013.

Box 9: This box is checked if the student was a graduate student or in a credential program at any time during 2013.

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7. What are qualified educational expenses?

Qualified tuition and related expenses do not include the following types of expenses:

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8. What are reasons why I would NOT receive a 1098-T form?

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9. Is my financial aid reported on the 1098-T form?

Scholarships and grants are reported in Box 5 on the 1098-T.  Loans are NOT reported on the 1098-T.

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10.  I am a recipient of a GI Bill paid by the Department of Veterans Affairs (VA). How are the GI Bill tuition and stipend payment amounts reported on a Form 1098-T?

Per IRS Publication 970, payments you receive for education, training or subsistence under any law administered by the Department of Veterans Affairs (VA) are tax free. However, for U.S. tax reporting purposes, GI Bill recipients are issued a Form 1098-T from the University reflecting the total tuition and fee payments by multiple sources (including GI Bill paid by VA), not just items personally paid out-of-pocket. The amounts of GI Bill benefits designated for tuition and fees do not count as qualified payments against federal education tax credits.

GI Bill payments consist of tuition and a subsistence portion. From the total amounts on the Form 1098-T, GI Bill recipients have to reduce the portion of their tuition paid by the amount of their GI Bill benefits that were designated for tuition.

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 11. The name on the Form 1098-T is incorrect or has been changed, how can I get it corrected?

To correct or change your name, complete a Name Change Form in the Office of Admissions and Recruitment located at the Student Affairs Building Room 101. One of the following original, current documents is accepted as proof:

Upon this completed correction, an updated Form 1098-T will be generated online. For more information, call (323) 343-5357.

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12. The address on the Form 1098-T is incorrect or has been changed, how can I get it corrected?

To correct or change your address, log into your GET account and update your mailing address.  If you no longer have access to your GET account, please contact the Office of Admissions and Recruitment at (323) 343-3901.

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13. How do I provide my social security number to Cal State L.A.?

Complete a SSN Change form in the Office of Admissions and Recruitment, Student Affairs Building Room 101 and bring both:

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14. How do I provide my ITIN to Cal State L.A.?

Bring the original documentation the IRS provided to you to the Office of Admissions and Recruitment, Student Affairs Building Room 101.   

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15. What does the IRS consider eligible for educational tax benefits?

http://www.irs.gov/uac/Tax-Benefits-for-Education:-Information-Center

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16. Do international students need a 1098-T?

Generally international students cannot claim the tax education credit; although some students are eligible if they are deemed to be Resident Aliens for tax purposes under the substantial presence test.  For additional information, please contact the IRS or your individual tax consultant for assistance.

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17. Where can I get additional information regarding the 1098-T form?

If you have questions specific to the data provided by Cal State L.A. on your 1098-T, you can:  

For information regarding filing your taxes and benefit eligibility, please contact a tax consultant or the IRS at 1-800-829-1040, or go to www.irs.gov.

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Last Update: 10/30/2013