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Educational Tax Credits
The 1098-T is a statement of qualified tuition and fees charged by SCU that we provide to the student and to the IRS.
In general, qualified tuition and related expenses are tuition and fees required for enrollment or attendance at an eligible educational institution. Student-activity fees and fees for course-related books, supplies, and equipment are included in qualified tuition and related expenses only if the fees must be paid to the institution as a condition of enrollment or attendance.
Qualified tuition and related expenses do not include the cost of insurance, medical expenses (including student health fees), room and board, transportation or similar personal, living or family expenses, even if the fee must be paid to the institution as a condition of enrollment or attendance.
Qualified tuition and related expenses generally do not include expenses that relate to any course of instruction or other education that involves sports, games, or hobbies, or any noncredit course. However, if the course of instruction or other education is part of the student's degree program or, in the case of the lifetime learning credit, is taken by the student to acquire or improve job skills, these expenses can qualify.
IRS regulations require that all institutions assessing qualified charges mail a 1098-T to each student with qualified charges in the year just ended. SCU must also file an information return with the IRS for each of these students. We have contracted with a vendor, TCRS to provide these reporting services for us.
You can now view and print your 1098-T tax form via http://www.1098t.com/
On the 1098-T, we report the name, SSN and address of the student, and indicate whether the student was a graduate student or at least half-time during the calendar year.
Institutions are required to report either the payments received for qualified charges or the amounts billed for qualified charges. Since SCU does not identify payments on your student account with specific charges, it is not possible to accurately report amounts paid just for eligible charges, therefore we have elected to report amounts billed. If you qualify for an educational credit, you should use your personal records and student account statements to determine the amounts that you actually paid toward the charges reported on the 1098-T.
We are required to report all qualified transactions in the actual calendar year during which they were posted to your account, regardless of when you pay them.
No SCU employee may give tax advice regarding these credits. If you are unsure about your eligibility or have any questions, please consult with a qualified tax preparer.
Students with Nonresident Alien Status
Institutions are not required to report the demographic and financial data for students with nonresident alien status during a reporting year unless the student requests a 1098-T form. To receive a 1098-T, students with nonresident alien status must have a social security number on file with the Santa Clara University's Registrar's Office.
How to Request a Form or Changes
If you did not receive a 1098-T form you can go online at www.1098-T.com to download a copy. Additional hardcopy forms will not be mailed.
If your form contains incorrect information, you may submit a completed 1098-T Change Request Form, located at www.scu.edu/bursar/forms, to the Bursar's Office by fax. Fax information is located on the form. Requests may take 5-7 days to process. Once completed, the student will be notified that the form is available online at www.1098-T.com. A hard copy of the form will not be mailed to the student. Phone inquiries can be made to TCRS at (877) 467-3821.
For more information regarding tax credits and eligibility please visit the IRS website: www.irs.gov (will open in new window); in their Search box, enter Education Credits.
1098-T Frequently Asked Questions (will open in new window)