Two options will be available to view or print your 1098-T form and financial addendum:
1) Texas State 1098T Reporting website at https://tim.txstate.edu/tax1098t/ or
2) Texas State Self-Service website (Current Students) at https://ssb.txstate.edu/
Note: As of tax year 2017, Texas State University no longer utilizes the Conduent Tax Credit Report Service. To obtain your current and prior year tax forms please view these detailed instructions.
Effective in 2011, as permitted by the IRS, the University has chosen to populate the amount BILLED for qualified tuition and fees in BOX 2 on the 1098-T as opposed to payments received (Box 1).
*Please note that the University does not provide the optional Box 1 payment information and will not provide a modified form.
The Taxpayer Relief Act of 1997 (TRA97)
As part of ongoing sustainability and cost reduction measures, Texas State University will electronically provide students a 1098-T tax form and financial addendum. Starting in tax year 2013, we will no longer mail paper 1098-T forms. This information will be available to students no later than February 1st following each tax year.
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.
Required Disclosures for IRS Form 1098-T:
- You must contact Student Business Services (SBS) via email or in person if you wish to receive a paper 1098-T form.
- You will be required to complete a Request for Paper 1098-T form which will include your name, student ID, 1098-T paper request year, and contact information.
- Paper requests must be submitted before January 31st of the tax reporting year.
- The request for a paper 1098-T will be treated as a withdrawal of consent.
- The 1098-T withdrawal of consent will NOT exclude you from the other consents in the SBS Terms and Conditions, ONLY to withdrawing your electronic 1098-T consent.
- SBS will notify you when the request has been confirmed via the contact information you provided SBS on the Request Paper 1098-T form.
- Your 1098-T paper copy will be sent to you within 30 days that SBS receives the request for paper 1098-T form.
- The electronic 1098-T authorization will remain in effect from January 31st thru December 31st of the current tax reporting year.
- If you wish to receive a paper 1098-T for future years, you must fill out a new 1098-T paper request form each tax reporting year a new 1098-T is issued.
- To update your contact information, you must contact the Office of the University Registrar.
- If, for any reason, there are changes to the hardware or software that causes you to no longer access your 1098-T statement, then SBS will notify you before the changes are made. Furthermore, these changes may require you to sign a new consent.
FAQ- Frequently Asked Questions
Form 1098-T is provided to help you determine if you are eligible to claim a Hope Scholarship or Lifetime Learning Credit on your income tax return. If you are claimed as a dependent on someone else’s tax return, they might be eligible to receive the credit(s).
Box 1 is not being used this year for reporting purposes.Box 2 represents the total amount billed for tuition and qualified fees.Box 3 is checked because Texas State University changed its reporting method beginning with tax year 2010.Box 4 represents any adjustments made for a prior year Form 1098-T. This may reduce any allowable education credit that you claimed for the prior year.Box 5 represents the total of all scholarships or grants administered and processed by the eligible educational institution. The amount of scholarships or grants for the calendar year reduce the amount of any allowable tuition and fees deduction or the education credit you may claim for the year.Box 6 represents adjustments to scholarships or grants for a prior year. This may affect the amount of any allowable tuition and fees deduction or education credit claimed for the prior year.Box 8 is checked if you have been a student for 6 credit hours (half time) or more for one academic period that began during the calendar year.
Qualified higher education expenses means tuition, fees, books, supplies, and equipment required for enrollment or attendance at an eligible educational institution that were paid from Jan 1 to December 31 of the tax year.
The University counts as non-qualified expenses room and board, student activities, courses not required for the degree program, insurance, equipment, transportation, or other similar personal, living or family expenses.
Who can claim a Hope or Lifetime Learning Tax Credit or the Higher Education Tuition & Fees Deduction?An eligible taxpayer who incurred the cost of the qualified tuition payments may claim them. An eligible taxpayer may be the student or, if the student is a dependent for federal income tax purposes, the person (e.g., parent) claiming the student as a dependent. A student who is a dependent cannot claim the tax credits or deduction on his or her own tax return.If an employee of the university has tuition or fees paid by the university, the employee cannot claim the tuition or fees paid by the university as a tax credit or deduction even if the tuition or fees paid by the university is included on the 1098-T.
The university cannot advise students on the preparation of their tax return. Information for calculating a credit or deduction can be found in IRS Publication 970, which is available at www.irs.gov.
There are several possibilities:
- Your tuition amounts consisted of only non-credit courses.
- You do not have a valid SSN or Taxpayer ID on file with the Registrar's Office.
As part of ongoing sustainability and cost reduction measures, Texas State University will electronically provide students a 1098-T tax form and financial addendum. Starting in tax year 2013, we will no longer mail paper 1098-T forms. This information will be available to students no later than February 1st each tax year.
Texas State University using Ellucian Banner ERP Software
If I receive Form 1098-T, does it mean I qualify for the Hope Scholarship or Lifetime Learning Tax Credits?Not necessarily, the University is required to provide Form 1098-T to individuals who paid for qualified tuition and fees during the prior calendar year. Please consult with a qualified tax preparer or CPA to make an individual determination.
There are prior year adjustments on the form (Box 3 and 5) but these fields have not been populated on past forms. Why?Beginning in tax year 2004, educational institutions must also report certain amounts to the IRS pertaining to prior year reductions to qualified tuition and related expenses as well as reductions to scholarship and/or grant amounts for a prior year.
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?The university does not generate 1098-T information for non-credit courses, even if they were required by the university.
Please refer to your bills from the university, for this information. If you need more detail, you can view details of your financial transactions online by accessing your records via SBS Bill & Payment site.
Texas State University has sent the forms in compliance with IRS guidelines. However, we cannot offer any tax advice on this issue. If you have further questions, please utilize the resources at the links below.For additional information, please consult the following:www.irs.gov: Find Form 8863 on the IRS website to calculate education tax credits.TeleTax Topics: Listen to pre-recorded messages covering tax information by calling: 1-800-829-4477. Topic 605 is Education credits.Internal Revenue Service: 1-800-829-1040 To obtain tax forms 1-800-829-3676.Student Business Services : To clarify information related to tuition and fee billing and third-party gift aid and adjustments.Registrar’s Office: To explain how to provide or correct your social security number and to make updates to students' addresses in the mainframe.Financial Aid Office: To clarify information related to gift aid, scholarships, grants, loans and gift aid adjustments.