Educational Tax Credit
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 tuition and related expenses billed (charged) 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.
Use the IRS Interactive Tax Assistant tool on IRS.gov to see if you can claim the credit.
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 2016 1098-T form is March 25, 2017.
Students login to www.1098t.com. Further instructions will be on the website to assist you with setting up a password. If you have difficulties logging in, contact TCRS at 877-467-3821.
International students, with an eligible work Visa/ITIN, may obtain a 1098-T form by completing W-9S form along with a copy of their ITIN card. 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.
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 for online at www.1098t.com.
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.
International students are required to provide a current copy of their SSN/ITIN card or paperwork 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 25, 2017.
- 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 by March 25, 2017.
- 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 official proof of your tax identification number. DO NOT email this information.
- You are non-degree seeking student.
- There are no qualified charges in the calendar tax year.
- 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 or paperwork. The forms are at Enrollment Services Center. DO NOT email this information as it contains personal identifying information. Please return the W-9S form by March 25, 2017.
Updates may take 5 to 10 business days to process. Please request changes well in advance of any appointments or deadlines.
You can view and print your updated 1098-T at www.1098t.com. The updated 1098-T will will be sent to the IRS.
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 SSN or ITIN. The 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 25, 2017.