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IRS Form 1098-T Information

IRS Form 1098-T is an Internal Revenue Service (IRS) tuition statement which is intended to help students file their federal income tax return. In January of each year, the University of New Haven is required to furnish eligible students with tax form 1098-T and reports the same information to the IRS.

Please note that the release of 1098-T information is governed by federal privacy laws (FERPA) and cannot be released to parents or tax preparers without the authorization of the student.

Receiving your Form

Students eligible to receive the Form 1098-T can access an electronic copy in ePay under the Statements section or SSB (Self-Service Banner).

Paper copies are mailed to students who did not consent to only receive their form electronically in ePay.

Access Your 1098-T Form Online

Note: If you have graduated and/or no longer attend the University and wish to access an electronic copy of your form in ePay or SSB, for assistance with regaining access to your account.

Frequently Asked Questions

• What is the IRS Form 1098-T?

  Form 1098-T details the qualified payments that are applied to a student’s account within a specific calendar year. Please note that this is based on when the transaction is posted to the account, not according to the term the activity is related to.

• What is included in Box 1?

  The value in Box 1 includes the total amount of payments received for qualified tuition and related expenses (QTRE) during the calendar year (January 1 through December 31).

• What charges are considered qualified tuition and related expenses (QTRE)?

  Qualified tuition and related expenses include charges which are required for enrollment such as tuition, the general student fee, and tuition differential fees. It does not include charges such as housing, food, insurance, or other incidental charges per IRS regulations.

• Why is the amount in Box 1 less than the total amount of payments I made during the year?

  The total amount of payments reported in Box 1 is limited by the total amount of Qualified Tuition and Related Expenses (QTRE) billed during the calendar year (January 1 through December 31). The amount reported cannot exceed the amount of QTRE. In addition, payments can only be reported if there are QTRE that were assessed during the same calendar year.

• What does the value in Box 5 include?

  The value in Box 5 indicates the total of all scholarships or grants that were received and applied to your student account during the calendar year.

Important Notes

• The information on the 1098-T is only informational. You must rely on your receipts to determine payment amounts and potential eligibility for a tax credit.
• No University of New Haven employee may give tax advice regarding the American Opportunity Credit or the Lifetime Learning Credit. If you are unsure about your eligibility or have any tax preparation questions, you should consult with a qualified tax preparer or advisor. You can also consult IRS Publication 990 or visit the IRS website.