1098-T Frequently Asked Questions
What is Form 1098-T (Tuition Payments Statement)?
Purdue Global is required by the IRS (26 CFR 1.65050S-1) to send Form 1098-T to students who had payments made to their account for qualified tuition and related fees during the calendar year 2018. The form is used to assist the IRS and students in determining qualifications for education-related tax benefits.
Will I receive a 1098-T form this year?
If Purdue Global received payments or issued reimbursements toward your account for qualified tuition and related fees during 2018, you should receive a 1098-T form. There are a couple of exceptions to note:
- if all payments received were grants/scholarships, no form is generated, and
- if all payments received were refunded or returned as stipends, no form is generated.
When will I receive my 1098-T form?
The IRS deadline for mailing 1098-T forms is January 31. The information on Form 1098-T was prepared by Purdue Global using the financial information and address as it appears in your campus’ student information system. If you have moved in the past year, please verify your address with your school’s business office.
If I receive Form 1098-T, does that mean that I qualify for the Hope Scholarship, Lifetime Learning Credits, or other tax benefits?
Not necessarily. Please consult with the Internal Revenue Service (IRS) or a qualified tax professional to address any tax related questions. Purdue Global is unable to dispense tax advice or determine tax benefit qualifications.
If I am a nonresident alien, will I receive a Form 1098-T?
Institutions are not required to issue Form 1098-T to nonresident aliens, but Purdue Global will gladly issue Form 1098-T upon request. Please contact the 1098-T Help Desk (below) for such requests.
What do the amounts located on the form represent?
- Box 1 represents the amount of payments received for qualified tuition and related fees from any source during 2018. The amount reported is the total amount of payments received less any reimbursements or refunds made during 2018.
- Box 4 represents the amount of reimbursements or refunds made during 2018 that relate to payments reported in prior years.
- Box 5 represents the total amount of scholarships or grants that were processed during 2018 for qualified tuition and related fees.
- Box 6 represents the amount of reimbursements or refunds made during 2018 that relate to scholarships or grants reported in prior years.
- Box 8 is checked if you were at least a half-time student (6 credit hours and above) for one or more academic period(s) that began during the calendar year of 2018.
- Box 9 is checked if you were enrolled in a graduate level program during 2018.
Why does the 1098-T form show payments instead of amounts billed?
Eligible educational institutions can no longer choose to report payments received or amounts billed for qualified tuition and related fees. Beginning in 2018, per the IRS, only the qualified tuition and related expenses actually paid can be reported on Form 1098-T.
What if I didn't get a 1098-T? What if the information on my 1098-T is incorrect?
If you were enrolled in courses during the 2018 calendar year and made payments or had reimbursements/refunds issued for qualified tuition and related fees but did not receive a form, please verify your address on file with your school’s business office. If your form was mailed to a former address or you have questions regarding your forms information, please contact the 1098-T Help Desk.
The 1098-T Help Desk
Please contact the 1098-T Help Desk for additional assistance:
The 1098-T Help Desk can:
- Clarify 1098-T Form information
- Provide additional form copies
- Address any SSN/ITIN related issues
- Provide detailed student statements of tuition and related fee payments
Please plan to provide the following information:
- Location of School attended (City, State)
- Mailing address (including city, state, zip code)
- Phone number and/or e-mail address
- Last four digits of your SSN
- The issue you are experiencing
**The Help Desk cannot provide tax advice or guidance relating to benefit qualification.**
For additional information, please consult the following:
- IRS Website: www.irs.gov
- Internal Revenue Service: 1-800-829-1040