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1098-T Information

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The Taxpayer Relief Act of 1997 (TRA97)

Texas State University-San Marcos has contracted with a specialized vendor to provide students a 1098-T tax form, financial addendum, and informational brochure. This packet of information will be mailed to students no later than February 1st following each tax year. Please visit the Tax Credit Reporting Service website at http://www.1098-T.com to view or reprint your 1098-T form and financial addendum. Other related links can be found at the bottom of this page.

The Taxpayer Relief Act of 1997 may offer you the opportunity for tax savings through the following:

Hope Scholarship Tax Credit

Lifetime Learning Tax Credit

Student Loan Interest Deduction

Please note that the Hope credit is actually a tax credit and not a scholarship. Tax credits and interest deductions are subtracted directly from the tax a family owes to the Internal Revenue Service and will NOT appear on your billing statement from Texas State University.

Texas State University's intent is not to offer tax advice but to alert students and parents of the potential tax credit. Please contact a tax professional or the IRS at (800) 829-1040 or the IRS Office of Public Liaison at (202) 622-2970 for details.

More Information:

IRS Tax Information for Students

Tax Benefits for Education

NACUBO TRA97 Student Resource Page


FAQ- Frequently Asked Questions

What is Form 1098-T?

Can I view my 1098-T online?

What do the amounts located on the form represent?

What are Qualified Expenses?

What are Non-Qualified Expenses?

Who can claim a Hope or Lifetime Learning Tax Credit or the Higher Education Tuition & Fees Deduction?

How do I claim a credit or deduction?

Where was my form mailed?

Why didn't I receive a 1098-T in the mail for this tax year?

Can I get another form mailed to me?

What do I do if I did not get a 1098-T form?

Who prepared Form 1098-T?

If I receive Form 1098-T, does it mean I qualify for the Hope Scholarship or Lifetime Learning Tax Credits?

There are prior year adjustments on the form (Box 3 and 5) but these fields have not been populated on past forms. Why?

I took non-credit courses last year that were required by the university before I could enroll. Why are these amounts not shown on the 1098-T?

What was I billed for tuition in the prior calendar year?

What if I have further questions?