1098-T Tax Form Information (2024)

NEW TRITONS ONLY: To enroll in electronic delivery, please complete thisConsent Form.

This page aims to offer general information regarding access, delivery, and discrepancies of the 1098-T tax form for UC San Diego students. Eligibility details for education tax credits and reported Qualified Tuition and Related Expenses (QTRE) can be located on the IRS site or by consulting a tax preparer.

For login instructions to view your 1098-T form atwww.tsc1098t.com,please read below.

Go Paperless! E-consent to electronic delivery TODAY!
Follow the instructions belowand log intowww.tsc1098t.com.

Viewing Your 1098-T

1098-T Delivery Methods

By default, your 1098-T tax form will be delivered through the postal service to the current address you have on file. However, students can consent to receive their 1098-T electronically, offering numerous benefits such as faster access, more detailed information, elimination of potential mail issues, and a reduced environmental footprint.

Log intowww.tsc1098t.com(see below for instructions).

Upon providing your e-consent, you will receive your 1098-T form exclusively online atwww.tsc1098t.com.

How do I log intowww.tsc1098t.com?

Upon signing into the site, you will be required to enter a Site ID, Username,andPassword.

  1. For Site ID, enter 11563.
  2. For Username, enter your nine-digit PID number.
    • Include the "A" (i.e., A12345678).
  3. For Password:
    • First-time users: enter the last four digits of your Social Security Number (SSN) orIndividual Taxpayer Identification Number (ITIN).
      • If you are a student without an SSN/ITIN or have otherwise not provided your SSN/ITIN to UC San Diego, use the temporary password 0000. Submitting this temporary password in the login screen will initiate a password reset process through an email sent to the active email address on your student account.
    • Returning students: Please enter the password that you set during your last session.
      • If you forget your password, click on "Forgot Password" to reset.

Once logged in, you will have access to view/download/print your form(s) from the previous three tax years. You can also securely email your 1098-T, change your password, and browse FAQs.

If you e-consent to electronic delivery, you will receive an e-mail notification from UC San Diego when your 1098-T is available to be viewed and downloaded.

Having trouble logging in to www.tsc1098t.com?

Call the 1098-T Support Center at (888) 220-2540 for live assistance with logging in and general information about 1098-T.

Additionally, you can reach UC San Diego directly by calling (858)879-8212.

UCSD Extension Students

Extension students please visit, Extension Financial Resources, for login instructions orcontact (858) 534-3400 with any questions about your 1098-T.

Extension students please direct any email inquiries tounex-1098t@ucsd.edu.

1098-T FAQ

What is 1098-T?

The IRS Form 1098-T Tuition Statement is used to assist the taxpayer in determining eligibility for certain education tax credits. These benefits may allow tax payers to reduce their federal incoming tax based upon qualified tuition and fees paid, assuming the taxpayer meets all TRA'97 requirements.

Note: The information on this page is not tax advice, but is provided as a service to students and families to assist them in understanding the potential higher education tax credits.

What is reported on 1098-T?

Your 1098-T will report Qualified Education Expenses (QEE) paid to the University (reported in Box 1). Generally, this amount includes amounts paid during the tax year for tuition and related expenses that are required for enrollment at the University of California.

What is a Qualified Education Expense?

Tuition and most campus based fees are qualifying expenses. The IRS does not consider housing, transportation, the one-time document fee, and health insurance as educational expenses.

To view the IRS definition of qualified education expenses, please read page 12-14 on the IRS Publication 970.

Why do Box 1 and Box 5 reflect different amounts?

The 1098-T form reports eligible transactions within a calendar year (January through December). Box 1 reports payments received for qualified tuition and related expenses. However, per IRS guidelines, Box 1 excludes housing, transportation, the one-time document fee, and health insurance as educational expenses. Box 5 reports the total of scholarships or grants administered or processed on the student account. If the student is receiving scholarships or grants to cover any of the excluded expenses, box 5 will reflect a higher amount than box 1.

When does 1098-T become available?

Forms are auto-generated for university students and will become available in early February for the previous tax year. Form(s) for the previous three tax years are available to the student at any time onwww.tsc1098t.com.

How can I receive my form electronically?

Students can consent to receive their 1098-T electronically when they login towww.tsc1098t.com. Upon providing your e-consent, you consent to receiving your 1098-T form exclusively online atwww.tsc1098t.com. Once available, the form will be available for viewing and downloading atwww.tsc1098t.com. You may withdraw consent at any time.

Click here to learn how to log into www.tsc1098t.com

How can I receive a paper copy of the form?

If you consented to receiving your form online, you can obtain a paper copy of your form by downloading and printing the form atwww.tsc1098t.com.

If you did not consent to receiving your form online or withdrew consent on time, your 1098-T tax form will be delivered through the postal service to the current address you have on file, which you are responsible for keeping up to date. Student Financial Solutions is not responsible for an outdated address, or any difficulties encountered with the postal service. You can change your current mailing address by using the TritonLink address update tool. Please allow two weeks for form delivery from the time it becomes available.

If you change your current address after 1098-T forms have been sent, we cannot resend a new form to your updated address. However, you may still enroll in electronic delivery to receive an online version of your form.

How do I withdraw consent for receiving my form electronically?

If you would like to withdraw consent for receiving your 1098-T tax form exclusively online, you may submit your request by contacting Student Financial Solutions via the (if you are not a current student, please use the "Guest Support" feature). You will receive a confirmation of your request when it is completed. In order for you to receive a mailed 1098-T tax form, you must withdraw consent ten business days prior to the end of the tax year that the form references. For example, to receive a mailed 1098-T tax form for tax year 2022, you must withdraw consent by December 18th, 2022.

Where can I get more information about 1098-T?

View a sample 1098-T form with box/section explanations.

For further information on Qualified Education Expenses (QEE) and education tax credits, reviewIRS Publication 970and Publication 5197.

1098-T Discrepancies

What should I do if my existing SSN or TIN is not on file with UCSD?

If you do not have an existing SSN/TIN on file, you will still receive your 1098-T. In order to log-in to www.tsc1098t.comfor the first time, your password is 0000.

Will I still receive a form if I do not have a SSN or TIN?

If you do not have a SSN/TIN to file with the University, (example: international student who does not have a SSN or ITIN) you may take no further action without penalties. You can still access your 1098-T online at www.tcs1098t.com, or receive one in the mail if you did not consent to receiving 1098-T online, beginning late January for the previous tax year. The form will not have a SSN/TIN reported on it.

What should I do if my legal name or SSN/TIN is incorrect on my form?

For name changes:

  1. Gather Supporting Documentation
    The Registrar requires a copy of one of the following documents to change your name:
    • Court order
    • Naturalization certificate
    • Dissolution of marriage judgement with maiden name restored
    • Marriage certificate, license, certificate of confidential marriage, or certified abstract of marriage
    • Valid state-issued driver's license or ID card, Social Security card, or passport (all printed with new name)
  2. Complete a Change of Name Request Form
    Submit the online Request to Update or Change Name or SSN/ITIN form. You can also use this form for name corrections. This form is only available to individuals with a record in the student information system and cannot be submitted on behalf of someone else.

International Students:Contact theInternational Student Office, (858) 534-3730 before you change your name.

For SSN changes:

  1. Complete an SSN/ITIN Update Form
    Submit the onlineRequest to Update or Change Name or SSN/ITINform. This form is only available to individuals with a record in the student information system and cannot be submitted on behalf of someone else
  2. Attach Documentation to the Form
    Attach a copy of your SSN / ITIN card to the form. Without this documentation, your request will not be processed.

International Students:

  • You arenotrequired to obtain a number or give it to UCSD if you're an international student (such as a student with an F1 or J1 visa) and:
    • You do not have income that is subject to U.S. tax
      or
    • You are not receiving any financial support, including university employment
  • If your parent is a U.S. citizen or permanent resident and intends to use a tax deduction for educational expenses, you must have an ITIN and it must be on file with UCSD.
  • Read what the Social Security Administration says aboutinternational students and Social Security numbers(PDF).

Why did I not receive a form?

If your 1098-T tax form was not available after late January online atwww.tsc1098t.com, if you did not consent to receive the form online or withdrew consent, or if your 1098-T form was not mailed to you after February, a 1098-T form may not have been generated for you. Potential reasons for this are:

  • Student was not billed qualified education expenses, or did not receive applicable scholarships or grants (i.e., inter-campus visitor program or all courses were complimentary) for the tax year.
    • Tuition and fees for Winter quarters are assessed and paid in the prior tax year (i.e., Winter 2022 tuition and fees were paid in 2021. So they would appear on the 1098-T form for the 2021 tax year).
  • Student took courses for which no academic credit is offered, even if student is otherwise enrolled in a degree program.

What should I do if there is an error with the reported amounts shown?

Your 1098-T form will report Qualified Education Expenses (QEE) amounts paid in Box 1 for the calendar/tax year. Amounts paid are reported on your 1098-T form based on the date the payment is posted to TritonLink, regardless of the date or term the charge was posted. (Please note that mail-in or wire-transfer payments may experience a delay from the time they are received by UCSD to the time they are posted on TritonLink). For example, a charge for Winter Quarter 2022 that is posted to your TritonLink in November 2021 would be included on your 2021 tax form if the payment is posted to your TritonLink by 12/31/2021. However, if the payment is posted on or after 01/01/2022, it would be included on your 2022 tax form, not the 2021 tax form.

Please note that fees that were reported on a prior year's tax form (under Box 2 reporting QEE amounts billed during the tax year) may not be reported again on the 1098-T tax form for 2021.

If you believe there is an error with the amount(s) reported on your form, please verify by reviewing your billing statements on TritonLink as well as your bank records. Please also review the IRS Publication 970 to ensure that they payment in question qualifies as a QEE expense.

If you still believe there was an error, pleasesubmit a ticket to the (if you are not a current student, please use the "Guest Support" feature) under the topic 1098-T Form and provide a detailed description of the payment(s) you believe should be reported including a line item description and payment date.

Please allow three business days for a response.

Additional Support

If you have any questions about the delivery of your 1098-T, discrepancies in the information provided, or inquiries about the form's content, our dedicated team at SFS is here to assist you. Feel free to reach out to a knowledgeable representative by calling (858) 879-8212.

Helpful 1098-T Resources

1098-T Tax Form Information (2024)

FAQs

1098-T Tax Form Information? ›

The 1098-T form is the Tuition Statement that your college or career school uses to report qualified tuition and related education expenses to you and the IRS. You or your parent/guardian may be able to claim these expenses as education related tax credits. Was this page helpful?

How does 1098-T affect my taxes? ›

The Form 1098-T is a form provided to you and the IRS by an eligible educational institution that reports, among other things, amounts paid for qualified tuition and related expenses. The form may be useful in calculating the amount of the allowable education tax credits.

What does the 1098-T form do? ›

What is the IRS Form 1098-T? The Form 1098-T is a statement that colleges and universities are required to issue to certain students. It provides the total dollar amount paid by the student for what is referred to as qualified tuition and related expenses (or “QTRE”) in a single tax year.

Who claims the 1098-T student or parent? ›

If you claim a dependent, only you can claim the education credit. Therefore, you would enter Form 1098-T and the dependent's other education information in your return. If you do not claim a dependent, the student can claim the education credit.

Do I need to include Form 1098 with my tax return? ›

File a separate Form 1098 for each mortgage. The $600 threshold applies separately to each mortgage, so you are not required to file Form 1098 for a mortgage on which you have received less than $600 in interest, even if an individual paid you over $600 in total on multiple mortgages.

How much money do you get back from 1098-T? ›

The American Opportunity Tax Credit can be worth up to $2,500 for each eligible student. And, because the credit is partially refundable (up to 40%), you (or your parents) could get a refund even if you don't owe any taxes. That's right, the government could send you a check to help with your education expenses.

Do college students get $1000 back on taxes? ›

You can get a maximum annual credit of $2,500 per eligible student. If the credit brings the amount of tax you owe to zero, you can have 40 percent of any remaining amount of the credit (up to $1,000) refunded to you.

Is 1098-T beneficial? ›

It can help you calculate two potentially valuable education credits — the American opportunity tax credit and the lifetime learning credit. So it's a good idea to look into the requirements to decide who's eligible to claim the education credits.

What happens if I forgot to file my 1098-T? ›

It is generally recommended to file as soon as possible if you have missed the deadline to file form 1098 as the penalty increase with time. The penalty is: If you file within 30 days of the deadline the penalty is $30 per 1098 form with a maximum of $250,000 per year or $75,000 for small businesses.

How do I get the full $2500 American Opportunity credit? ›

Be pursuing a degree or other recognized education credential. Have qualified education expenses at an eligible educational institution. Be enrolled at least half time for at least one academic period* beginning in the tax year. Not have finished the first four years of higher education at the beginning of the tax year.

Why does my 1098-T lower my refund? ›

The form is used to determine your eligibility for education tax credits, such as the American Opportunity Credit and the Lifetime Learning Credit.By reporting Form 1098-T as income, you are essentially double counting your education expenses, which may reduce your eligibility for tax credits and increase your tax ...

When should my parents stop claiming me as a dependent? ›

The IRS defines a dependent as a qualifying child (under age 19 or under 24 if a full-time student, or any age if permanently and totally disabled) or a qualifying relative. A qualifying dependent cannot provide more than half of their own annual support.

Why do I have to pay taxes on scholarships? ›

If you receive scholarship funds that exceed your qualifying educational expenses, the amount above these necessary costs is subject to taxation. Likewise, if you receive a scholarship that you use to pay for room and board, books or supplies that aren't required, these funds are generally subject to taxation.

What should I do with my 1098-T form? ›

The 1098-T form can be kept with your records and does not need to be sent to the IRS with your income tax return as the university sends your 1098-T information to the IRS. More information can be found at the IRS.

Does 1098-T count as income? ›

It's important to remember that the 1098-T is an information form only and does not directly define taxable income or eligibility for a credit. Students may need to provide copies of their bursar bill to their tax preparer to confirm the dates that stipends were refunded.

How does a 1098 affect my taxes? ›

How Does a 1098 Affect My Taxes? If you want to claim a deduction for the amount of interest you've paid on your mortgage over the last year, you can file the 1098 form(s) you received. By claiming the deduction, you'll be able to directly reduce your taxable income.

Does a 1098 increase the refund? ›

The form is used to determine your eligibility for education tax credits, such as the American Opportunity Credit and the Lifetime Learning Credit.By reporting Form 1098-T as income, you are essentially double counting your education expenses, which may reduce your eligibility for tax credits and increase your tax ...

Does 1098 reduce taxable income? ›

Deducting mortgage interest using Form 1098

You might be able to deduct the Form 1098 amounts if they meet the guidelines for that amount. Put Box 1, deductible mortgage interest, and Box 6, points, into your Schedule A (Form 1040), Line 8a.

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