1098-T FAQ

  • New Reporting Changes For Tax Year 2018

In prior years your 1098-T included a figure in Box 2 that represented the amount of qualified tuition and fee billed for the calendar tax year. Due to federal reporting changes starting with 2018 Box 1 will now be reported. Box 1 represents the amount of qualified tuition and fees paid during the year. Box 2 will now be left blank. The amount in Box 1 cannot exceed the amount of qualified tuition and fees. The amount in Box 1 is not reduced by the amount of scholarships and grants in Box 5. The 1098T is an informational form. Your statement of account will show what is included in the calculations.

  • *Please note that some students will be receiving a corrected 1098-t form for the 2018 tax year. This includes students who:

    - Received scholarships/grants for 2018 tax year.

    - Made a payment in tax year 2018 for Spring 2019 tuition and fees.

    In addition, an e-mail with details will be sent to any student that requires a corrected tax document.

  • What is a 1098-T?

The 1098-T form is used by eligible educational institutions to report information about their students to the IRS as required by the Taxpayer Relief Act of 1997. Eligible educational institutions are required to submit the student's name, address, taxpayer's identification number (TIN), enrollment status, amounts pertaining to qualified tuition and related expenses, and scholarships and/or grants, taxable or not. A 1098-T form must also be provided to each applicable student.

 

  • Does the University send a copy to the IRS?

Yes. Section 6050S of the Internal Revenue Code, as enacted by the Taxpayer Relief Act of 1997, requires institutions to file information returns to assist taxpayers and the IRS in determining eligibility for the Hope and Lifetime Learning education tax credits

  • Why do I not have a 1098-T on file?

If a student's qualified tuition and related expenses are paid entirely through scholarships and/or grant aid or waived, Rutgers is not required to file a 1098-T form with the Internal Revenue Service (IRS). Instead the university provides a Tuition Summary for the Calendar Year. Housing and meal plan are not considered qualified expenses. Students can view and download the form on the Tax Statement website.

  • I am a former Rutgers student and cannot access my 1098-T online. How can I retrieve it?

Students that have recently graduated will not be able to access their 1098-T online. Students will need to send an email to 1098T@sa.rutgers.edu with their RUID number in order to receive their 1098-T.

  • I have not received my paper 1098-T. Where was it mailed to?

Students will not receive a paper copy of their 1098-T unless they specifically request for this document to be mailed.

  • How can I request a paper copy?

If you are unable to obtain your 1098-T electronically, a paper statement can be provided to you. You must send an email 1098T@sa.rutgers.edu  with the Subject line: "Request paper 1098-T". You must include your full name and RUID (Do not email your SSN). A paper statement will be mailed to the address on record. If you have moved, be sure to include the updated address in your email.

  • What address should I use for Rutgers University?

The address for Rutgers University is 620 George Street New Brunswick, NJ 08901

  • What if my 1098-T has an incorrect social security number?

If your social security number is incorrect you must send us an email to 1098T@sa.rutgers.edu . You will be required to provide a W-9S form to the registrar’s office. The form can be found at C:/cygwin64forms

  • The address listed on my 1098-T is incorrect. Will this effect me when I file my tax return?

No.  The address shown on Form 1098-T is irrelevant for IRS income tax filing purposes.  However, you should update your address by contacting the registrar’s office  so that the University has up-to-date information.

  • Who do I contact if there is an error on my 1098-T?

Send an email to 1098T@sa.rutgers.edu and be sure to include your RUID number.