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Electronic Access: Available Now for 2023 and prior years

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For years 2017 and prior, your 1098-T included a figure in Box 2 that represented the qualified tuition and related expenses (QTRE) we billed to your student account for the calendar (tax) year. Due to a change to institutional reporting requirements under federal law, beginning with tax year 2018, we will report in Box 1 the amount of QTRE you paid during the year.

Depending on your income (or your family’s income, if you are a dependent), whether you were considered full or half-time enrolled, and the amount of your qualified educational expenses for the year, you may be eligible for a federal education tax credit. (You can find detailed information about claiming education tax credits in IRS Publication 970.)

The dollar amounts reported on your Form 1098-T may assist you in completing IRS Form 8863 – the form used for calculating the education tax credits that a taxpayer may claim as part of your tax return. AIC is unable to provide you with individual tax advice, but should you have questions, you should seek the counsel of an informed tax preparer or adviser.

Box 1: Payments Received for qualified Tuition and Related Expenses

The total amount of payments received for qualified tuition and related expenses from all sources during the calendar year.

The amount reported is the total amount of payments received less any reimbursements or refunds made during the calendar year that relate to the payments received for qualified tuition and related expenses during the same calendar year. The amount reported is not reduced by scholarships and grants reported in box 5. Include in this box the receipt of a payment of past-due qualified tuition or related expenses from a previous calendar year, but only if the educational institution previously billed the student for such amount(s).

Not Included: Fines, Graduation Fees, Health Services Fees, Meal Plans, Parking Fees, Rooms, Student Health Insurance, and Supportive Services are examples of items that are NOT considered to be tuition and related expenses. Payments for these items are not reported in Box 1.

Box 4: Adjustments Made for a Prior Year

Enter reimbursements or refunds of qualified tuition and related expenses made in 2022 that relate to payments received that were reported for any prior year after 2002.

Box 5: Scholarships or Grants

The total amount of any scholarships or grants that you administered and processed during the calendar year for the payment of the student’s costs of attendance. Scholarships and grants generally include all payments received from third parties (excluding family members and loan proceeds). This includes payments received from governmental and private entities such as the Department of Veterans Affairs, the Department of Defense, civic and religious organizations, and nonprofit entities. However, see Exceptions, earlier.

A scholarship or grant is administered and processed by you if you receive payment of an amount, whether by check, cash, electronic transfer, or other means, and such payment is designated as a grant or a scholarship by the payor, or the circumstances make it clear that the payment is a grant or scholarship. A Pell Grant is an example of a grant administered and processed by a college or university in all cases.

Box 6: Adjustments to Scholarships or Grants for a Prior Year

The amount of any reduction to the amount of scholarships or grants that were reported for any prior year after 2002