1098-T Tuition Statement
Utah State University prepares a 1098T form for all eligible students and furnishes it to the IRS. The form indicates that there might be education related expenses that could be claimed as part of the Hope Scholarship or the Lifetime Learning Tax Credit.
Since each individual’s tax liability is subject to various personal factors, students and parents are encouraged to seek additional information directly from the IRS or their personal tax advisors. Utah State University can not provide tax related recommendations or information.
Publication 970(2008), Tax Benefits for Education contains detail information on the related tax information and it can be found at http://www.irs.gov/publications/p970/index.html.
The general IRS web page is www.irs.gov.
The detail information concerning student tuition and other expenses can be found in Banner system available by January 31st. Under the "Student" tab, in the Student Records option, there is a link that reads "Tax Notification". Upon clicking on this link, you will be prompted to enter in the year for the tax information that you want to see. This will provide the detail information that you or your tax advisor will need to determine what, if any, amounts apply to you for tax purposes.
1098-T Tuition Statement
The electronic 1098-T Tuition Statement is available online using the following steps:
- Select 'Banner' from the menu
- Select the '1098T Statement'
- Enter the tax year
Utah State University conducts business with students electronically. This includes providing the 1098-T Tuition Statement to eligible students electronically in the Banner student system. This is the same system used for registration, financial aid, and other University services.
Social Security Number Required
You are REQUIRED to provide your Social Security Number so that we can send you a correct 1098T and file one with the IRS. To provide your SSN, please fill out this form: a W-9 form. To correct your SSN, please fill out the Change of Information form. Completed forms can be faxed to the Registrar’s Office at 435-797-1110. You may also bring these forms to the Registrar’s Office in person or mail to: USU Registrar, 1600 Old Main Hill, Logan, UT 84322. Failure to provide your SSN may result in a penalty from the IRS. Your SSN will only be used to comply with the 1098-T filing requirements.
Your address is also required for a statement to be generated by the student information system. If you do not provide an address your statement will be generated C/O the Registrar’s Office. You can update your address on the myid.usu.edu site.