Educational Tax Credit
Santa Clara University utilizes Tab Service Company (TSC) for the processing of your 1098-T form.
The 2019 1098-T forms will be available online by January 31, 2020.
1098-T Instructions for Tax Year 2019
Santa Clara University staff does not provide tax advice to individuals.
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).
Your personal 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.
The deadline for remitting required documentation to Santa Clara University to obtain the 2019 1098-T form is March 1, 2020.
What is a Form 1098-T?
The 1098-T form is used by eligible educational institutions to report information about their students to the Internal Revenue Service (IRS) as required by the Taxpayer Relief Act of 1997. Eligible educational institutions are required to submit general student enrollment information and financial data for the corresponding tax year. Information included is the student name, address, social security number or tax identification number, enrollment status, academic status, amounts paid for qualified tuition and related expenses (QTRE), scholarship and grant amounts, and if applicable, adjustment to prior year amounts reported. Universities are required to issue a 1098-T form for the purpose of determining a student's eligibility for educational tax credits.
How do I obtain a copy of my 1098-T?
To obtain a copy of your 1098-T form, please visit www.tsc1098t.com.
Can I get 1098-T copies from prior years?
How is Box 1 being determined?
Box 1 reports payments received from all sources for qualified tuition and related expenses (QTRE) for the calendar year. Qualified expenses do not include charges for housing, meal plans, health insurance, transportation, and personal expenses.
When can I expect to receive my 1098-T form?
Provided you are eligible to receive a form 1098-T, the forms will be available by January 31st. You will receive an email notification from the Bursar's Office notifying you the 1098-T form is available for viewing/downloading.
How do I utilize the 1098-T form in preparing my taxes?
Santa Clara University staff members are prohibited from providing any legal or tax advice. Please contact a qualified tax advisor for assistance on determining educational tax credits. For assistance on how to complete tax returns, please contact the IRS directly at (800) 829-1040 and/or refer to one of the links listed below:
My address on the 1098-T form has changed? Will it affect me?
No, the address on the Form 1098-T will not adversely affect your ability to file tax returns. The most important information on the form is your social security number or individual taxpayer identification number. However, please ensure the University has your current address. You can review and update your address on eCampus.
Why didn't I receive a 1098-T form?
If you did not receive an IRS Form 1098-T, possible explanations are:
- We do not have a valid social security number or individual taxpayer identification number on file for you.
- There were no qualified charges posted during the calendar tax year.
- You are a non-degree seeking student.
- You were not enrolled during the calendar tax year.
- Your qualified tuition and related expenses were waived or paid entirely by scholarships/grants.
How do I provide my SSN or ITIN so I can get a 1098-T form?
Provided you are eligible to receive a Form 1098-T, you can contact the OneStop office at OneStop@scu.edu or call (408) 551-1000 to obtain a W-9S form.
Forms must be submitted by March 1, 2020.