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University Bursar - Who receives an IRS Form 1098-T?

Students who are U.S. Citizens or permanent residents and who received a reportable transaction during the year.

Blue Box SSN To provide a valid a Social Security number, download the W-9S form from the IRS website, complete and return it to your campus Registrar Office. 

Blue Box Map To provide a valid mailing address, Log into Student Self-Service and select “Personal Information”. E-mail University Bursar at once a valid address is provided. 

Blue Box Triangle Exclamation Under U.S. Department of Treasury Regulation §1.6050S-1(a)(2), the University is not required to provide Form 1098-T for the following: 
  • Students who are nonresident alien, unless the student requests the institution to file Form 1098-T; or 
  • Students whose qualified tuition and related expenses are entirely waived or paid entirely with scholarships or grants; or
  • Students for whom the institution does not maintain a separate financial account and whose qualified tuition and related expenses are covered by a formal billing arrangement with the student’s employer or a government agency, such as the Department of Veterans Affairs or the Department of Defense; or 
  • Courses for which no academic credit is offered, even if the student is otherwise enrolled in a degree program.

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Keywords:taxpayer relief act, tax form, Educational Tax Credit, American Opportunity, dependents, TRA, Lifetime Learning Credit, LLC, AOTC university bursar paymybill, W9S   Doc ID:91081
Owner:Kathy K.Group:University of Illinois System
Created:2019-04-16 11:14 CDTUpdated:2020-04-27 09:57 CDT
Sites:University of Illinois System
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