1098-T Tax Reporting

Student Financial Services does not assist in tax preparation, act as a tax consultant for individuals or entities, or provide tax advice, and cannot answer your tax questions. Please consult a tax professional or the IRS for questions relating to the 1098-T form and tax preparation.

What Is Form 1098-T?

Form 1098-T is an IRS form issued to qualified students by a school to report for each student the payments received for all qualified tuition and related expenses made during a calendar year (January 1 – December 31). The form is used by taxpayers to obtain certain qualified educational tax credits on their income tax returns. It is also being furnished to the IRS. 1098-T forms are available online by the end of January following the reporting year.

Where to Find Your Form 1098-T?

The form is available electronically via your myCSUB to view or download and print or save on your computer. To see your form 1098-T, got to the Finances tab on your myCSUB homepage. Select the blue square with three white lines, and select View 1098-T and then choose the year you need.