1098T FAQ

  1. What is the 1098T from?
  2. What are the Hope Scholarship Tax Credit and the Lifetime Learning Tax Credit?
  3. When will I receive my 1098T?
  4. How do you use your 1098-T tax form for tax credit purposes?
  5. What are Qualified Charges & Expenses?
  6. What are Non-Qualified Charges?
  7. Where do I go to view my 1098T and was unsuccessful. Who do I contact for access?
  8. Where can I get a list of payments made to the University?
  9. I tried to login into Cougar Connect to view my 1098T and was unsuccessful. Who do I contact for access?
  10. Are the amounts in Boxes 2 & 5 of my 1098T provided to the IRS?
  11. Do I need the 1098T to file my taxes?
  12. Does a student have to file a tax return if he/she received a 1098-T form?
  13. My address listed on the form 1098T has changed. Will this affect me?
  14. My Social Security Number (SSN) is incorrect on my 1098T. Who do I contact to make the change?
  15. I took classes in the Spring term of the current tax reporting year, but the charges are not included on my 1098T. Why?
  16. I need my 1098T for a prior year. Can you provide that?
  17. I took a graduate level course, why is there no check mark in box 9 ("graduate student")?
  18. I am a foreign student, can I claim a credit?
  19. Where can I get my Canadian tax form TL11A completed?

1. What is the 1098T form?

Form 1098-T is an informational report of qualified tuition and fees that a student was billed and scholarship/grants received in a calendar year (Jan. 1st -Dec. 31st) to assist you, the taxpayer, in determining if you are eligible to claim tax credits such as Hope Scholarship Tax Credit or the Lifetime Learning Tax Credit for educational expenses.

Please note that this form does not report payments made within the calendar year (Jan. 1st -Dec. 31st). Also, the amount billed in a given calendar year may differ from the amount the student pays in that calendar year.

Each University must choose whether to report payments received or amounts billed for qualified tuition and related expenses within the calendar year (Jan. 1st -Dec. 31st). Chicago State University has chosen to report amounts billed for qualified tuition and related expenses (Box 2). We also report any scholarships and grants received (Box 5). We do not report out of pocket payments (Box 1) or loans received on the 1098-T form. This includes cash, check, credit card and loan payments.

2. What are the Hope Scholarship Tax Credit and the Lifetime Learning Tax Credit?

To review information about these two Tax Credit options as a result of the Tax Relief Act of 1997, you may access IRS Publication 970, "Tax Benefits for Education" and visit http://www.irs.gov/uac/Tax-Benefits-for-Education:-Information-Center.

3. When will I receive my 1098T?

The 1098-T tax forms will be available to eligible students on January 31st.

4. How do you use your 1098-T tax form for tax credit purposes?

Please contact your professional tax advisor and/or the IRS. http://www.irs.gov/uac/Tax-Benefits-for-Education:-Information-Center.

5. What are Qualified Charges & Expenses?

Qualified charges include tuition and mandatory fees a student is required to pay in order to be enrolled at or attend Chicago State University.

6. What are Non-Qualified Charges?

Charges and fees associated with room & board, student activities, athletics, insurance, books, equipment, transportation, and similar personal, living or family expenses are not qualified.

7. Where do I go to view my 1098T online?

To view your 1098T:

  • Log-in to Cougar Connect
  • Click on Student Menu
  • Select Tax Notification and Enter Tax Year

8. Where can I get a list of payments made to the University?

To view your payments:

  • Log-in to Cougar Connect
  • Click on Student Menu
  • Select Account Summary or View Account by Term

9. I tried to login into Cougar Connect to view my 1098T and was unsuccessful. Who do I contact for access?

  • Currently enrolled students - need to contact ITD help desk at (773) 995-3963
  • Not currently enrolled students - need to log-in through CSU X-press.

If you are still experiencing problems, please contact ITD help desk at 773-995-3963

10. Are the amounts in Boxes 2 & 5 of my 1098T provided to the IRS?

Yes. The University reports amounts billed for qualified tuition and related expenses (box 2), as well as amounts of any scholarships or grants (box 5).

11. Do I need the 1098T to file my taxes?

No. There is no requirement for the 1098-T to be attached along with your tax return. This document may be kept for your personal records.

12. Does a student have to file a tax return if he/she received a 1098-T form?

Whether a student has to file a tax return depends on many factors. Please consult a professional tax advisor to determine if filing is necessary.

13. My address listed on the form 1098T has changed. Will this affect me?

No. The address shown on Form 1098-T is not required for IRS income tax filing purposes.

14. My Social Security Number (SSN) is incorrect on my 1098T. Who do I contact to make the change?

To change your SSN, please stop by the Admissions Office, ADM 200 with your Social Security Card

15. I took classes in the Spring term of the current tax reporting year, but the charges are not included on my 1098T. Why?

Most likely, you signed up for your Spring term classes before December 31st of the prior tax reporting year. Therefore, the charges would have been reported on last year's 1098T.

16. I need my 1098T for a prior year. Can you provide that?

Yes. To view your prior year 1098T:

  • Log-in to Cougar Connect
  • Click on Student Menu
  • Select Tax Notification and Enter Tax Year

17. I took a graduate level course, why is there no check mark in box 9 ("graduate student")?

Box 9 will not be checked if you were not enrolled in a graduate degree program, or you were enrolled during the calendar year first as an undergraduate student and then a graduate student.

18. I am a foreign student, can I claim a credit?

In general, foreign students cannot claim a credit. However, some foreign students may be eligible. Review the IRS Forms and Publications for guidance.

19. Where can I get my Canadian tax form TL11A completed?

Students can drop off form at the Office of the Bursar (ADM213) or email them to bursars@csu.edu. You must provide an address to return the form when processing is complete. Please allow 2 weeks for processing.

For additional information, please consult the following:

IRS Web site: http://www.irs.gov/uac/Tax-Benefits-for-Education:-Information-Center
Interanl Revenue Service #: (800)-829-1040
Office of the Bursar - ADM 213: 773-995-2470