Student Finance

IRS Form 1098-T FAQs

As of Fall 2016 term, consent to receive an electronic Form 1098-T was given upon enrollment.

WHAT IS A FORM 1098-T?

The 1098-T form is intended to help students and families in determining if you are eligible for an Education Tax Credit. 1098-T statements are available on or before January 31 for the prior tax year.

Electronic 1098-T Statement Option: To continue to promote our paperless processes, upon enrolling for classes, CSUN is offering all students an electronic 1098-T form option for IRS federal reporting of the Education Tax Credit benefits. By consenting to receive an electronic form you will be able to view, print, and save the form via the myNorthridge portal (see "CAN I GET COPIES OF FORM 1098-T FOR CURRENT AND PRIOR YEARS"). You will not receive a paper form through the mail. Your consent will be on record until you withdraw your consent; at which time any future paper 1098-T form will be mailed to the address listed on the University’s record. 

Students may access their Electronic Form 1098-T via their CSUN portal account any time after January 23rd (estimated date).

WHAT IS REPORTED ON MY 1098-T?

The IRS instructs institutions to report either payments received (Box 1) or amounts billed (Box 2) for qualified tuition and related expenses on the 1098T. The University reports amounts billed for qualified tuition and related expenses during the tax year (Box 2). Therefore, Box 1 will be blank.

Qualified expenses include tuition and certain fees defined by law. It does NOT include Student Health charges, Meal Plan, Housing, Parking, Labs or any other personal, family or living expenses. For more information about qualified educational expenses, click https://www.irs.gov/credits-deductions/individuals/qualified-ed-expenses 

BOX 1: CSU, Northridge does not report payments. Please refer to your records for payment information (example: cancelled checks, credit card receipts etc.)

BOX 2: Will include the following charges posted to your account during the calendar year (NOT academic year):

  • Tuition Fees - Resident/Nonresident
  • Associated Student Fees
  • Instructionally-Related Activity Fees
  • Student Union Fees
  • Campus Quality Fees
  • Facilities Fees
  • First-Time Freshmen Orientation Fees
  • Extended Learning Course Fee Having Academic Credits

 

BOX 5: Scholarship and Grants are reported in the tax year that they were disbursed to the student's account.

NOTE: An important reminder is that SPRING tuition and fees are generally billed in November or December of the prior year. For example, if you registered in November or December of 2016 for spring 2017, your 2017 1098-T would not include spring 2017 tuition and fees billed to your account.

Charges and payments posted to your account can be obtained via the portal from your CSUN Student Account Information.

Refer to the “Specific Instructions for Form 1098-T” section at https://www.irs.gov/pub/irs-pdf/i1098et.pdf for detailed information.

CAN I GET COPIES OF FORM 1098-T FOR CURRENT AND PRIOR YEARS?

Yes, if you were eligible for a Form 1098-T for that year.

Follow the steps below to view prior years Form 1098-T:

  • Log into myNorthridge portal through the CSUN website
  • Go to the Financial Matters tab
  • Under the My Financial Obligations section, select 1098-T Detail Inquiry
  • Select the Tax Year hyperlink to view the 1098-T Tuition Statement

NOTE: Charges and payments posted to your account can be obtained via the portal from your CSUN Student Account Information.

HOW DO I ELECT TO RECEIVE MY CURRENT YEAR FORM 1098-T ELECTRONICALLY?

Your consent must first be given in order to view and print your Form 1098-T. NOTE: As of Fall 2016 term, consent was given upon enrollment.

If consent was not given, follow the steps below:

  • Log into myNorthridge portal through the CSUN website
  • Go to the Financial Matters tab
  • Under the My Financials Obligations section, select Elect 1098-T Electronically
  • Check Yes, I have read the agreement
  • Select Submit

HOW DO I REVOKE MY CONSENT TO AN ELECTRONIC FORM 1098-T?

Your consent may be revoked at any time. A written request must be emailed to Student Accounting from your CSUN email account. A confirmation of your request will be sent via email. If you send a hard copy of your request, please provide a valid email address for confirmation. Once you've revoked your consent, any future paper Form 1098-T will be mailed to the address listed on University record.

Remember to keep your contact information current in the myNorthridge portal as follows:

  • Log into myNorthridge portal through the CSUN website
  • Under My Settings, select My Student Center
  • In the Personal Information box, select Home Address
  • Select the Edit box and update your information
  • Select OK
  • Select Save

 

WHY AM I GETTING A "NO MATCHES FOUND" MESSAGE?

If you received this message while trying to access your Form 1098-T online, it means that a form was not generated for you for the calendar year.

WHY DID I NOT RECEIVE A FORM 1098-T?

There are several possibilities:

  • There were no Qualified Tuition and Related Fees charged to your student account during the calendar year which you were enrolled. For example, if you registered in November or December 2016 for the following Spring 2017 semester, those charges would be posted to your student account in the month of registration and would be included in the Form 1098-T for 2016 and not 2017. If no other registration took place in 2017, other than Spring, there would be no Form 1098-T generated for 2017.
  • You were not enrolled at CSUN for any academic period during the calendar year.
  • Because you did not consent to receive your form electronically, your paper copy of the Form 1098-T was mailed to the address on file and returned by the Postal Service. However, you may access your 1098-T online via myNorthridge portal.

Remember to keep your contact information current in the myNorthridge portal as follows:

  • Log into myNorthridge portal through the CSUN website
  • Under My Settings, select My Student Center
  • In the Personal Information box, select Home Address
  • Select the Edit box and update your information
  • Select OK
  • Select Save

MY ADDRESS LISTED ON THE FORM 1098-T HAS CHANGED. WILL THIS AFFECT ME?

No. The address shown on Form 1098-T is irrelevant for IRS income tax filing purposes. The single most important information on the form is your social security number or individual taxpayer identification number.

THE SOCIAL SECURITY NUMBER (SSN) OR INDIVIDUAL TAXPAYER IDENTIFICATION NUMBER (ITIN) ON MY FORM 1098-T IS MISSING OR INCORRECT. WHAT SHOULD I DO?

Reporting to the IRS depends primarily on your SSN or ITIN. It is very important for you to have the correct information on file with the University.

Follow these steps to have a corrected Form 1098-T generated:

  • Complete a W-9s form. You can find the form at https://www.irs.gov/pub/irs-pdf/fw9s.pdf. Please read and complete the form per the instructions and bring it to Admissions & Records in Person. You will also need your Social Security Card or Individual Taxpayer Identification letter (from the IRS) and your student ID (for identification purposes).
  • To correct your social security number (SSN) or individual taxpayer identification number (ITIN) for  2016 Form 1098-T, please contact Student Accounting by submitting a correction request no later than March 17th via email at sfservices@csun.edu.

RESOURCES/REFERENCES

NOTE: The University cannot advise you on your tax situation; only you and your Tax Professional can determine your eligibility for a credit. This website is informational only and should not be considered as tax opinion or advice. It serves to alert students that they may be eligible for federal income tax education credits. 

Receipt of Form 1098-T does not indicate eligibility for the tax credit. IMPORTANT: It is the responsibility of each taxpayer to determine eligibility for the credits and how to calculate them.

FOR MORE TAX INFORMATION: Consult your Tax Professional or refer to the following:

Internal Revenue Service website - Tax Information for Students

Telephone: 800-829-1040

TTY:             800-829-4059

Publication 970: Tax Benefits for Higher Education

Tax Topic 456: Student Loan Interest Deduction

Tax Benefits for Education: Information Center

Education & Work-Related Expenses

Education Credits