Educational Tax Credit
Santa Clara University utilizes Tab Service Company (TSC) for the processing of your 1098-T form.
Login instructions for 2018 Form 1098-T
Click here for 2017 Instructions. The 2017 instructions have a different User Name procedure.
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).
1098-T forms are available online by the end of January, following the reporting year.
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 obtain the 2018 1098-T form is March 1, 2019.
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 student name, address, social security number or tax identification number, enrollment status, academic status, amounts paid for qualified tuition and related expenses, 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?
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. Please contact the OneStop office in the Schott Admissions and Enrollment Serrvices building at OneStop@scu.edu or call (408) 551-1000 to obtain a W-9S form. The W-9S form must be submitted by March 1, 2019.
1098-T forms will be available online by January 31st 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 by in January 31st.
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.
Why is Santa Clara reporting on Box 1 instead of Box 2?
The IRS made a change in the reporting requirements effective for the 2018 calendar/tax year. Universities and colleges are required to report payments for qualified tuition and related expenses in Box 1 and discontinue reporting amounts billed in Box 2.
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 indentification 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 2018 calendar year.
- There is a change in the login instructions for 2018. 2018 Form 1098-T instructions.
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 W9-S form.
Forms must be submitted by March 1, 2019.
Is there a reporting change for the 2018 1098-T?
Effective in calendar (tax) year 2018, the Internal Revenue Service (IRS) has changed the reporting requirements for form 1098-T. In previous years, the 1098-T included a figure in Box 2 that represented the qualified tuition and related expenses that Santa Clara University billed to your student account during the calendar year.
Per the 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. Due to this change, Box 3 will also be checked. For more information, please visit IRS.gov and search Publication 970.
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.
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.
The W-9S form must be submitted by March 1, 2019.
International Students and 1098-T
Most international students are non resident aliens (NRA) and therefore cannot claim tax credits for educational expenses (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 believe 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 submitted by March 1, 2019.