Why did I receive a 1098-T form? Am I eligible to claim a tax credit?
UT Dallas, as an eligible educational institution, is required by the Internal Revenue Service (IRS) to issue an annual IRS Form 1098-T – Tuition Statement to certain eligible students. You received a 1098-T form because our records show you were enrolled in credit courses at UT Dallas and paid qualified tuition and related expenses to UT Dallas in the tax year in question. UT Dallas uses the “paid” tax reporting method, which means the University will produce a 1098-T form based on the amount of paid qualified tuition and related expenses.
Whether you may use Form 1098-T to take advantage of federal education tax credits depends upon your individual facts and circumstances. The University of Texas at Dallas cannot provide individual tax filing advice, so you may want to consult a tax professional to find out more about education tax credits and your eligibility to claim the credits. For more information, visit IRS Publication 970 – Tax Benefits for Higher Education. Please note that nonresident aliens for tax purposes cannot claim any education tax credits on their federal individual income tax return.
How do I obtain my 1098-T form?
1098-T forms will be generated for students who have a valid Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) on file with the Office of the Registrar, and who have paid qualified tuition and related expenses in the tax year in question. If you do not have a SSN or ITIN on file with the University, a 1098-T form will not automatically be generated for you. If you would like to obtain a 1098-T form, you will need to submit a SSN Change Request Form and copies of your student ID card and social security card to records@utdallas.edu.
UT Dallas changed our 1098-T form provider for 2017. 1098-T forms are now available through the Heartland ECSI website. Prior year 1098-T forms will eventually be available through this website as well. If you are unable to retrieve a 1098-T form through this website, please email bursar@utdallas.edu to request a 1098-T form.
Why haven’t I received my 1098-T form?
In certain situations, a 1098-T form may not have been generated for you:
- If your qualified tuition and related expenses are entirely waived or paid entirely with scholarships, a 1098-T form will not be generated for you.
- If a valid Social Security Number (SSN) or Individual Tax Identification Number (ITIN) is not on file with the University, you will need to provide a copy of the valid SSN card or ITIN letter to the Office of the Registrar before a 1098-T form can be generated.
- If you are an international student, a 1098-T form will not be generated for you unless the Bursar Office receives your request and you have an SSN or ITIN on file with the University.
- If payments for qualified tuition and related expenses were not received in the current tax year, those amounts will not be reflected on the current tax year’s 1098-T. When reviewing your records, please take into consideration the actual payment dates for tuition and related expenses. Please note: When enrolling in a payment plan, your tuition and fees for tax purposes will be considered paid as of the date you sign up for the plan. For example, if you signed up for the Installment plan for the spring 2022 semester in December 2021, your tuition and fees will be considered paid in 2021 and reported on the 1098-T form for year 2021.
If these situations do not apply to you, a 1098-T form should have been generated and mailed to your home address listed in the Galaxy portal. For assistance, please email the Bursar Office at bursar@utdallas.edu.