As tax season quickly approaches, St. John’s University is
prepared to do our share in making the filing process easier. For
the past few years, students or parents were able to claim tax
credits against their federal income taxes for expenses they paid
for postsecondary education for themselves and their dependent
children. The 2013 1098-T form is to aid you in the purpose of
filing for certain educational tax credits.
The University cannot determine whether you are eligible to
claim this tax credit. Please consult your tax advisor or IRS
Publication 970 from the IRS website at www.irs.gov to determine the
amount of tax credit, if any, that you may be eligible to
The 2013 1098-T form is scheduled to be
mailed to students and available on UIS beginning Monday, January
- You may view and print a copy of your 1098-T forms from current
and/or prior years by logging into your UIS account, selecting “Student
Account”, and selecting “Tax Notification”.
- All students should save their tuition and financial aid
records for tax purposes. These include cancelled checks,
class schedules and student account summaries available when you
log into St. John's University Information System. If you need a
copy of your Student Account Summary by Term, please go to your UIS
- Please ensure your mailing address is your permanent address
and that it is correct. Please log onto UIS and click on "Personal
Information" to view and edit your address online.
- Due to IRS filing regulations, the University must provide on
all 1098-T forms issued for students, a valid Social Security or
Taxpayer Identification number for that student. Students can add a
new Social Security number and review an existing number on UIS by
clicking Personal Information, then click on Biographical
In order to properly prepare and submit the 1098-T to both the
student and the IRS, your correct SSN or Individual Taxpayer
Identification Number (ITIN) is required.
To add or correct the current SSN or ITIN on file, please dowload
and complete the Form W-9S and return to the Office of Student
Financial Services in person or by mail.
To mail in the completed W-9S form, please send to:
St. John's University
Office of Student Financial Services
8000 Utopia Parkway
Queens, NY 11439
Educational Tax Benefits
To promote access to and the affordability of college education,
the IRS created a Web site highlighting various tax credits,
deductions and savings plans designed to help parents and students
pay for college. Please review this beneficial tax information.
Other information concerning educational tax credits can be found
on the IRS website www.irs.gov,
including IRS Publication 970.
Frequently Asked Questions
“Why is Box #1 blank when I paid tuition
- The IRS gave colleges and universities the choice to either
report Box #1 Payments Received or Box #2 Amounts Billed. The
University will be supplying on the 1098-T form Box #2, which
refers to amounts billed for qualified tuition and related
expenses. This will be for qualified tuition and related charges
accrued on the student’s account during the 2013 calendar year
(January 1, 2013 through December 31, 2013).
“I graduated/attended Spring 2013, why
didn’t I get a 2013 1098-T form?”
- If the student attended the Spring and/or Winter 2013
semesters, you may need to reprint the 2012 1098-T form. The
majority of students are billed tuition for these two semesters in
November and December of 2012. Since the University is required to
report activity by calendar year and not academic year, the charges
would appear on the student’s account during the calendar year 2012
and go on the 2012 1098-T form. When this overlap happens, Box #7
on the 1098T form will be indicated when there are amounts included
in the total of Box #2 that represent a semester that starts in a
future tax year. Please print both 2012 and 2013 1098-T from UIS
and provide both copies to your tax preparer.
”I attended St. John’s University but did
NOT receive a 2013 1098-T form.”
- High School Extension and students in a certificate program
(not going towards a degree i.e. EMS Institute) do NOT receive a
If you have questions concerning information provided on the
1098-T form, please contact Margaret Pugh at (718) 990-2406, or
e-mail your questions to email@example.com.