Educational Tax Credit
Santa Clara University utilizes Tab Service Company (TSC) for the processing of your 1098-T form.
Click here for 2017 Instructions. The login site is www.tsc1098t.com.
Instructions for 2018 will be available the end of January.
The IRS form 1098-T is filed by Santa Clara University for each student who is a U.S. citizen or permanent resident, and has qualified payments towards qualified tuition and related expenses billed during the calendar year (January 1 through December 31). 1098-T forms are available online by the end of January, following the reporting year.
Per new IRS regulations, colleges and universities can no longer report in Box 2. All 'amounts paid' for qualified tuition and related expenses will be reported in Box 1.
Your personal financial records serve as official supporting documentation for your federal income tax return.
Use the IRS Interactive Tax Assistant tool on IRS.gov to see if you can claim the credit. For more information, go to IRS.gov and search for publication 970.
There is no IRS requirement that you must claim the education credit. Claiming education tax benefits is a voluntary decision for those who qualify.
Santa Clara University staff does not provide tax advice to individuals.
The deadline for remitting required documentation to obtain the 2018 1098-T form is March 1, 2019.
An email will be sent to students in January 2019 with instructions on how to obtain the 2018 1098-T.
How do I get a copy of the 1098-T?
Click Instructions for information on getting a 2017 1098-T. Instructions for the 2018 1098-T will be available the end of January.
International students, with an eligible work SSN/ITIN, may obtain a 1098-T form by completing W-9S form along with a copy of their work visa. This will be required every year. Contact Enrollment Services Center at OneStop@scu.edu or call 408-551-1000 to obtain a W-9S form. The W-9S form must be completed no later than March 1, 2019.
1098T forms will be available online by the end of January of the following year after the annual process is complete. All US students, that have provided Santa Clara with their SSN information, will be able to review their 1098-T online in January.
Why aren't my payments reflected on the form?
Santa Clara University has elected to report qualified tuition and related expenses according to IRS rules. IRS states the institutions must report either qualified charges OR payments. However, payments are included on page 2 of the form.
Qualified tuition and related expenses are tuition and fees required for a student to be enrolled at or attend an eligible education institution.
The following are 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 education involving sports, games, 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.
Effective in calendar (tax) year 2018, the IRS has changed the reporting requirements for form 1098-T. Per the new IRS regulations, colleges and universities will no longer use Box 2. All 'amounts paid' will be in Box 1 for qualified tuition and related expenses.
I have a work visa, how do I receive a 1098-T?
International students are required to provide a current copy of their work visa and complete and sign a W-9S form annually.
The W-9S form is available at Enrollment Services Center in the Schott Admission and Enrollment building on campus. Email OneStop@scu.edu, or call 408-551-1000.
This information must be received no later than March 1, 2019.
Why didn't I receive a 1098-T form?
- You may not have submitted your SSN/TIN information to Santa Clara University during the application process. If you are a domestic student, please complete a W-9S form and return it to Enrollment Services Center. Please return the form no later than March 1, 2019.
Email OneStop@scu.edu or call 408-551-1000.
- Students whose qualified tuition and related expenses are paid entirely with scholarships or waived.
- You are a non-resident student. Every year, to request the 1098-T, you must complete a W-9S form and provide a copy of your work visa. DO NOT email this information.
- You are non-degree seeking student.
- There are no qualified charges in the calendar tax year.
What if the information on the 1098-T is incorrect?
- If your demographic information is incorrect, please complete an address change request form at Enrollment Services Center.
- If your SSN/TIN information is incorrect, you must complete and sign a W-9S form. Include a copy of your SSN/TIN card. The forms are at Enrollment Services Center. DO NOT email this information as it contains personal identifying information. Please return the W-9S form no later than March 1, 2019.
Updates may take 5 to 10 business days to process. Please request changes well in advance of any appointments or deadlines.
International Students and 1098-T
Most international students are non resident aliens (NRA) and therefore cannot claim tax credits for educational expense (form 1098-T is used to claim these credits).
The 1098-T form is provided to U.S. citizens and Lawful Permanent Residents (LPR), as well as spouses, and legal dependents of U.S. citizens and LPRs. It's also given to students who have been in the U.S. for enough time to file taxes as a 'resident alien for federal tax purposes' (the opposite of NRA).
If you think you qualify for a 1098-T, please fill out a W-9s form along with a copy of your work visa. The W-9s form is available at Enrollment Services Center in the Schott Admission and Enrollment building. Email OneStop@scu.edu or call 408-551-1000 for information.
The W-9s form must be received no later than March 1, 2019.