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Undergraduate Payment Plans Are Here

Beginning Tuesday, September 6, undergraduate students in good financial standing are eligible to sign up for a payment plan.

 

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1098-t

1098-T Tax Overview and FAQs

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The 1098-T is a tuition statement (unlike the W-2, which is an income statement). The 1098-T reports the amount paid toward qualified tuition and related expenses during a given calendar year. It also reflects the total amount of scholarships, fellowships and/or grants that have been credited to your student financial account during that year. 

The primary purpose of the 1098-T is to help determine a student’s eligibility to claim an education tax credit. The two education tax credits are the American Opportunity Tax Credit and the Lifetime Learning Credit. Please find eligibility details and guidelines in IRS Publication 970.

    How to access your 1098-T online

    1. Log into Axess (student role)
    2. My Finances > 1098-T > Account Services 
    3. Click "grant consent" (look for the red rectangle at the bottom of the screen)

    Note: The University cannot provide tax advice, please consult with a professional tax advisor.