1098-T

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 post secondary education for themselves and their dependent children. The 2018 1098-T form is to aid you in the purpose of filing for certain educational tax credits.

Important IRS Change for 2018

Beginning with the tax year 2018, the IRS requires all Colleges and Universities to report Box 1- Payments Received for Qualified Tuition and Related Expenses. Prior to 2018 St. John’s University reported Box 2 – Amounts Billed.

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 irs.gov  to determine the amount of tax credit, if any, that you may be eligible to claim.

2018 FORM 1098-T WILL BE MAILED AND AVAILABLE ON UIS BY JANUARY 31, 2019.

Reprint your 1098-T and supplemental information.

Follow the below instructions to view and print your current and/or prior year's 1098-T forms with a detail of the amounts billed (Box #2) and detail of scholarships and grants (Box #5):

  • Log into your UIS account

  • Click on "Student"
  • Click on "Student Account"
  • Click on "Tax Notification"
  • Enter the year you wish to view

All students should save their tuition and financial aid records for tax purposes. These include cancelled checks, class schedules, and student account summaries.

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.

Payments received via regular mail during the holiday break will not be credited to the account until January and will therefore be reported on the following year 1098-T. Electronic payments made through the Student Account Center will be credited to the account the day the payment was made.W-9S Form

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 download and complete the Form W-9S and return to the Office of Student Financial Services in person with proof of your SSN or ITIN.

Download the W-9S Form

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.

If you have questions concerning information provided on the 1098-T form, please contact Margaret "Peggy" Pugh at 718-990-2406, or e-mail your questions to [email protected].

 

Additional Information

I attended St. John’s University but did NOT receive a 2018 1098-T form.

St. John’s University is not required to furnish a Form 1098-T for a nonresident alien student unless requested, or for students who did not earn academic credit (ex. Professional Continuing Ed classes).

The SSN or ITIN number reported is incorrect, what should I do?

To correct the current SSN or ITIN on file, please download and complete the Form W-9S  and return to the Office of Student Financial Services in person with proof of your SSN or ITIN.