Student Finance

IRS Form 1098-T FAQs

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

IMPORTANT! SEE 1098-T REPORTING METHOD CHANGE STUDENT NOTIFICATION LETTER

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 sustainability and 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" below). 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 25th (estimated date).

Revised: 12/05/18

WHAT IS REPORTED ON MY 1098-T?

Effective calendar (tax) year 2018 (forms filed in 2019), the IRS has mandated all institutions must report amounts paid for qualified tuition and related expense in Box 1 because Box 2 will no longer be used and will be grayed out on the 2018 Form 1098-T. 

Examples of Qualified Educational Expenses Include:

  • Tuition fees - Resident/Nonresident
  • Books, Equipment, Supplies (only if billed through student account)
  • Associated Student Fees
  • Instructionally-Related Activity Fees
  • Student Union Fees
  • Campus Quality Fees
  • Health Facility Fees
  • First-Time Freshman Orientation Fees
  • Extended Learning Course Fee Having Academic Credits

Qualified Tuition and Related Expenses Do Not Include:

  • Student Health Center Fees
  • Health or Disability Insurance Fees
  • Student Representation Fees
  • Late Payment Fees
  • IPP Admin Fee
  • Dining/Meal Plan Charges
  • Housing Charges
  • Parking Permits and Transportation Fees
  • Other Personal, Living or Family Expenses

For more information about qualified educational expenses, please go to:
https://www.irs.gov/credits-deductions/individuals/qualified-ed-expenses 

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

Spring 2018 Important Reminder: SPRING tuition and fees are generally billed in November or December of the prior year. For example, if you registered and made qualified tuition payments in November or December of 2017 for the Spring 2018 semester, your 2018 1098-T will not include Spring 2018 tuition payments made in 2017 because those related charges were already reported in Box 2 (amount billed) of the 2017 1098-T in the year of transition.

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.

Revised: 12/04/18

NEW 2018 FORM 1098-T

Below is a blank sample of the IRS 2018 Form 1098-T. If you made qualified tuition and related expenses payments to CSUN, you will be able to retrieve your 2018 Form 1098-T by logging into myNorthridge portal through the CSUN website at the end of January 2019. For more information about Form 1098-T, visit https://www.irs.gov/pub/irs-pdf/f1098t.pdf.

Revised: 12/11/18

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.

1098-T may not be issued for several reasons. IRS exceptions for not furnishing a 1098-T are:

  • Students who did not have qualified tuition and related expenses. This also applies if you dropped all classes during the full refund period.
  • Students enrolled in non-degree programs.
Revised: 12/04/18

WHY DID I NOT RECEIVE A PAPER FORM 1098-T?

As of Fall 2016, consent for electronic delivery of the Form 1098-T was given upon enrollment. You may access your 1098-T online via myNorthridge portal.

Revised: 12/04/18

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. The deadline to provide your correct ITIN or SSN is Friday, December 14, 2018 for the updates to show on your 2018 1098-T.

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

Step 1: 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).

Step 2: If you have already corrected your social security number (SSN) or individual taxpayer identification number (ITIN) through Admissions & Records and your 1098-T for 2018 is still incorrect, please contact Student Accounting by submitting a correction request no later than March 16th, 2019 via email at sfservices@csun.edu.

Revised: 12/05/18

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


Revised: 12/05/18