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Educational Tax Credit
The 1098-T is filed by Santa Clara University for each student who is a U.S. citizen or permanent resident, and for whom reportable transactions are made for a calendar year. Santa Clara University has contracted with a vendor, Tax Credit Reporting Service (TCRS), to provide Form 1098-T to our students.
Your personal financial records serve as official supporting documentation for your federal income tax return. The information on the 1098-T form is only provided to assist you.
The following students do not qualify for 1098-T reporting:
·Students who take classes where no academic credit is offered even if the student is otherwise enrolled in a degree program.
The following information is not a substitute for professional/government tax counseling or for reading Internal Revenue Service publications. Santa Clara University staff cannot provide tax advice to individuals.
Frequently Asked Questions
1.Why did I receive a 1098-T?
As required by the Taxpayer Relief Act of1997, in January of each year, Santa Clara University mails the IRS 1098-T forms to all students who had qualified tuition and other related educational expenses billed during the previous calendar year. This form is informational only and should not be considered as tax opinion or advice. Receipt of Form 1098-T does not indicate eligibility for tax credit.
2.Was a copy sent of the 1098-T form sent to the IRS?
Yes. Section 6050S of the Internal Revenue Code, as enacted by the Taxpayer Relief Act of 1997, requires institutions to file information to assist taxpayers and the IRS in determining eligibility for Educational Tax Credits. Forms are mailed at the end of January for the previous tax year.
For more information regarding the Educational Tax Credit, please refer to the following IRS site:
3.What address will my 1098-T be mailed to?
Your 1098-T will be mailed to the permanent address reflecting on your SCU student record.
4.What if my information on my 1098-T is incorrect?
a.If your demographic information is incorrect, you can complete the SCU 1098-T Request form online and submit the form via email or in person at the EnrollmentServices Center.
b.If your SSN/TIN information is incorrect, you must complete a W-9S form. The forms are at Enrollment Services Center.
Updates may take 5 to 10 business days to process. Please request changes well in advance of any appointments or deadlines. An updated 1098-T form will not be issued from TCRS unless authorized by Santa Clara University.
You may view and print your updated 1098-T at www.1098T.com. The updated 1098-T will not be mailed but an updated copy will be sent by TCRS to the IRS.
5.I qualify for a 1098-T form but did not receive one, why?
a.You may not have submitted your SSN/TIN information to Santa Clara during the application process.
b.You have a foreign address listed as your permanent address
If you are a domestic student, you may obtain a 1098-T form by completing the W-9S taxpayer identification form. The form is at the Enrollment Services Center. Requests will take a minimum of 5-10 business days to process. For security reasons, do not return this form electronically. Please return this form in person or mail to our campus address
6.I am a non-resident international student. Can I still receive a 1098-T?
Santa Clara is not required to process 1098-T forms for non-resident students. Every year, to request a 1098-T, you must complete a W-9S form and provide official proof of your tax identification number. You may request this form at firstname.lastname@example.org or 408-551-1000. For security reasons, do not return this form electronically. Please return this form in person (with proof of your tax identification number) to Enrollment Services Center. Requests will take a minimum of 5-10 business days to process.
A 1098-T form will not be issued from TCRS unless authorized by Santa Clara University. You may view and print your 1098-T at www.1098T.com. Your form will only be available online and will not be mailed.
7.What educational expenses are considered qualified tuition and related expenses?
Qualified tuition and related expenses are tuition and fees required for a student to be enrolled at or attend an eligible education institution.
8.What is an eligible education institution:
An eligible educational institution is a college, university, vocational school, or other post-secondary educational institution that is eligible to participate in the Department of Education's student aid program.
9.What is not considered qualified tuition and related expenses?
·Personal expenses: room and board, insurance, medical expenses (including student health fees), transportation, and other similar personal, living or family expenses.
·Any course or other education involving sports, games, or hobbies, or any non credit course, unless such course or other education is part of the student's degree program or (for lifetime learning credit only) helps the student acquire or improve job skills.
10.How can I get a copy of my 1098-T?
Santa Clara University has contracted with a vendor, TCRS, to provide the reporting service for us. Use the TCRS student site at www.1098T.com
Click Access My Record. Log in to the system according to the instructions, setting a PIN if necessary. SCU does not supply PINs to TCRS on your behalf.
If you have difficulty, contact TCRS at 877-467-3821.
11.I go to another school but enrolled at Santa Clara University for a summer course, do I get a 1098-T from Santa Clara University?
A 1098-T should be generated by your home school (the school you are seeking a degree). If you are not seeking a degree from Santa Clara University, a 1098-T will not be processed. Additional information can be found atwww.irs.gov/instructions/i1098et/ar02.html.
12.Do I have to enter my social security number on the TCRS web site?
If you do not want to enter your social security number to set up your PIN, SCU students can use their school ID (Wxxxxxxx)to set up a PIN. Follow the instructions above the Please Log In bar on the TCRS site.
13.What is the Federal Tax ID number for Santa Clara University?
SCU Federal Tax ID number is 94-1156617.
14.Does a student have to file a tax return if he/she received a 1098-T form?
Whether a student has to file a tax return depends on many factors. Please consult a professional tax advisor to determine if filing is necessary.
15.Why aren't amounts included in both Box 1and Box 2 on the 1098-T form?
Institutions may elect to report either the aggregate amount of payments received for qualified tuition and related expenses (box 1), or the aggregate amount billed for qualified tuition and related expenses (box 2) during the calendar year with respect to individuals enrolled for any academic period.
Santa Clara University uses Box 2 for Amount Billed for qualified and related expenses. IRS rules state that institutions must select box 1 or box 2 but not both in the same tax year.
16.Why does Box 5 – Scholarships and Grants, show more/less than I received for the year?
Santa Clara University reports financialaid transactions made from January 1 through December 31 .If you are counting aid from the academic year and not the tax year, the figures will not match.
Click here for more IRS information regarding Education Credits
Understanding the 1098-T form (this link will open a new page).