1098-T Information

Educational Tax Credits

The IRS Form 1098-T is automatically filed with the IRS by Santa Clara University for each student who is a U.S. citizen or permanent resident and has qualified payments toward qualified tuition and related expenses billed during the calendar year (January 1 through December 31). Informational returns for non-resident alien students are filed only when requested by the student.

Your financial records serve as official supporting documentation for your federal income tax return.

There is no IRS requirement that you must claim the education credit. Claiming education tax benefits is a voluntary decision for those who qualify. Please consult your tax preparer for advice concerning utilizing this tax-related document.

In general, qualified tuition and related expenses include 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 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 any course of instruction or other education involving 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.

Students can view and print their 1098-T tax form by accessing Workday. For more information, please visit information on Educational Tax Credit

Information Reported

The 1098-T form reports the name, Social Security Number, and address of the student, and indicates whether the student was a graduate student or at least half-time during the calendar year.

Note to students: 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.

SCU is required to report all qualified transactions in the actual calendar year during which they were posted to student accounts, regardless of when the transaction was paid.

No SCU employee may give tax advice regarding these credits. Students who are unsure about their eligibility or have any questions should 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 Registrar’s Office. Please follow this guide to add your SSN/ITIN in Workday. You must upload documentation as an attachment, or the request will not be processed.

How to Request a Form or Changes

If you are eligible to receive a Form 1098-T, the form will be available by January 31st. You will receive an email notification from the Bursar's Office notifying you that the 1098-T form is available for viewing and downloading. Here are the instructions to obtain a copy in Workday:

  • Log into Workday.
  • Click the Finances icon.
  • Click the My Account section.
  • Select the View My 1098-T. Confirm the calendar year and select OK.
  • The information for each box on the 1098-T form will be listed on the screen.
  • Select the Print My 1098 link on the right-hand side of the screen.
  • Select the calendar year and the OK button.
  • Select Done on the next page.
  • The 1098-T will be available as a PDF file in your Workday notifications. You can then print, save, or forward the form to parents or tax professionals as needed.

If a 1098-T form contains incorrect information, please contact the Bursar’s Office via email at onestop@scu.edu.  

For more information regarding tax credits and eligibility, visit the IRS website.