1098T Form

Forms for tax year 2020 are now available.

Rutgers, The State University of New Jersey, is required (under the provision of the Taxpayer Relief Act of 1999) to report to you and the Internal Revenue Service (IRS) certain information concerning your status. This form is referred to as 1098-T Tuition Payments Statement. Students will be notified in January with instructions on how to access the 1098-T electronically.

Click here to download your 1098-T Tuition Payments Statement form.

The university provides student account information to help you to file your federal tax returns and to apply for education tax benefits. For general information on educational tax advantages, view the Rutgers Education Tax Benefits website and the IRS Tax Benefits for Education Information Center.

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 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. Your statement of account will show what is included in the calculations.

information reported on the 1098t form

  • Box 1: Rutgers University reports the total payments received only in Box 1, as of tax year 2018 per the IRS requirements. Box 2 will no longer be in use.
  • Box 2: No longer in use as per new tax year 2018 IRS requirements. Left blank
  • Box 3: Shows that the university changed its reporting methods for tax year 2018.
  • Box 4: This shows adjustments made for a prior year.
  • Box 5: States the total amount of all scholarships/grants received.
  • Box 6: Shows any adjustments made to scholarships/grants for a prior year.
  • Box 8: Reports the enrollment status (full-time or half-time).
  • Box 9: Shows graduate student status.

Education Tax Benefits

Tax credits, deductions, and savings plans can help students with their expenses for higher education.