1098-T Tax Form Information

 

Form 1098-T for tax year 2018 will be available by January 31st. 
 

Purpose of 1098-T Tax Form

The 1098-T Tax Form provides information to the student about tuition and fees paid to University of North Texas at Dallas (UNTD) and Financial Aid received by the student.  This information can be used by the student to potentially receive a credit on the student’s tax return or, if the student is a dependent, on the parents’ tax return.  For more information, please consult IRS Publication 970.

Important Information about the 1098-T

1098-T Tax Forms will be available by January 31st in the calendar year following the year being reported (e.g. 1/31/19 for the 2018 tax year). When you signed your Financial Obligation Agreement, you had the option of receiving your form electronically or by mail. If you chose the electronic method, the form will be available on your MyUNTD Student Center. If you chose by mail, then your 1098-T will still be available online and the paper form will be mailed out on January 31st.

All US Citizens will receive a 1098-T Tax Form.  Nonresident students must have a Social Security Number (SSN) or an Individual Taxpayer Identification Number (ITIN) in the system in order to receive a tax form.  You can verify whether you have submitted an SSN or ITIN by going to your MyUNTD Student Center.  If you do not have an SSN or ITIN in the system, please submit a Form W-9S to the Student Financial Services Office.  You may also fax it to 940-565-3877.  Please do not email it because your private information will not be protected.

Please be aware that UNTD cannot discuss your financial information with anyone else unless you give your authorization for us to do so. If you would like your spouse or your parent to discuss the 1098-T information with us, please fill out an Authorization to Release Education Records.

UNTD and UNT System employees are not qualified to advise you on tax matters. Please consult IRS Publication 970 or contact your tax adviser with any questions on how you should handle the information you have received.

 

Frequently Asked Questions

  1. What are qualified tuition and related expenses?

Qualified tuition and related expenses are tuition, fees, and course materials required for a student to be enrolled at or to attend an eligible educational institution.

The following are not qualified tuition and related expenses.

  • Amounts paid for any course or other education involving sports, games, or hobbies, unless the course or other education is part of the student's degree program or is taken to acquire or improve job skills.
  • Charges and fees for room, board, insurance, medical expenses (including student health fees), transportation, and similar personal, living, or family expenses. 
  1. What are the requirements for claiming an educational tax credit?

Please refer to the following information from the IRS

Requirements and instructions for the Lifetime Learning Credit

Requirements for the American Opportunity Tax Credit

  1.  When can I access my 1098-T form?

You will be able to access your 1098-T tax form by January 31st

  1. Where can I get a copy of my current and past 1098-T’s?

Log in to MyUNTD Student Center.  Under the Finances and Financial Aid tab, select “View 1098-T” from the drop down menu. 

IRS Tax Form 1098-T is available online at my.untd.edu for both the current year and previous years.  You will be able to print a copy of each tax year for which a form was generated.  You can find it on your myUNTD page in two different ways after you login:

Click on "Make a Payment" on the left-hand side menu

Click on the "Account Services" tab

Click on the "1098-T Tax Form" tab

Click on the desired 1098-T tax year to view and print

OR

Click on "Go to Student Center" in the top left corner

Click on the drop down box found under "Finances and Financial Aid"

Select "View 1098-T"

Click on the desired 1098-T tax year to view and print

  1. What is form W-9S? Who must complete this form?

If we do not have your social security number (SSN) or individual taxpayer identification number (ITIN) listed in our system, we will notify you to complete a W-9S.  A W-9S is needed so that we are able to put your SSN or ITIN on the 1098-T form required by the IRS. Please submit the form to Student Financial Services.  You may also fax it to 940.565.3877.  DO NOT EMAIL THIS INFORMATION.

  1. Whom do I contact if I have questions about the amounts filled in on the 1098-T form?

Please email us at 1098T@untsystem.edu.  Make sure to include your full name and student ID with your request for additional information.

  1. Why does my Box 1 amount seem smaller this year than last year?

All payments are reported in the year in which they occur. The IRS states that the amount reported in Box 1 is the total amount of payments received less any reimbursements or refunds made during the calendar year that relate to the payments received for qualified tuition and related expenses during the same calendar year. 

  1. Why does Box 1 not show all of what I paid?

Box 1 only reflects payments for those charges that are 1098-T eligible.  According to the IRS qualified tuition and related expenses are tuition, fees, and course materials required for a student to be enrolled at or attend an eligible educational institution.  The following are not qualified tuition and related expenses: amounts paid for any course or other education involving sports, games, or hobbies, unless the course or other education is part of the student's degree program or is taken to acquire or improve job skills; also, charges and fees for room, board, insurance, medical expenses (including student health fees), transportation, and similar personal, living, or family expenses. 

  1. Why did I not receive a 1098-T?

Non-resident aliens may not receive a 1098-T until their UNTD record is updated with a valid ITIN or SSN.  This is done by submitting a completed Form W9-S to Student Accounting. 

Requests to produce a new 1098-T for the prior calendar year will not be honored after the final IRS filing date of July 31st

The University is not required to file a Form 1098-T or furnish a statement for:

  • students who are taking courses for which no academic credit is offered, even if the student is otherwise enrolled in a degree program;
  • students whose qualified tuition and related expenses are entirely waived or paid entirely with scholarships; and,
  • students for whom the University doesn’t maintain a separate financial account and whose qualified tuition and related expenses are covered by a formal billing arrangement between an institution and the student's employer or a governmental entity.