1098-T Tax Overview and FAQs

The primary purpose of the 1098-T is to help determine a student’s eligibility to claim an education tax credit. Please find eligibility details and guidelines in IRS Publication 970.

Unlike the W-2 (which is an income statement), Form 1098-T is a tuition statement that reports the amount paid toward qualified tuition and related expenses during a given calendar year. The 1098-T also reflects the total amount of scholarships, fellowships and/or grants that have been credited to your student financial account during that year. Please note that because Form 1098-T covers a full calendar year, it may include financial transactions from terms across academic calendars.

Typically, international students are not eligible to claim the education tax credits, and therefore will not need to use the 1098-T form.

How to access your 1098-T online

1. Log into Axess (student role)
2. My Finances > Pay & Tax Statements > 1098-T
3. Opt-in for electronic delivery by December 31! Click "grant consent" (look for the rectangle toward the bottom right of the screen)
4. Read the agreement, select the checkbox and then submit.
5. When available (on or about January 31 each year), select the year link to download your 1098-T.