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