IRS Form 1098-T: Tuition Statement

By January 31st, Georgia Southern University will be mailing IRS 1098-T forms. The 1098-T form, also referred to as the “Tuition Statement”, is mailed to the student by Georgia Southern University to assist you, the taxpayer, in determining if you are eligible to claim tax credits such as the American Opportunity Tax Credit or the Lifetime Learning Tax Credit for
educational expenses.

Georgia Southern University cannot offer tax advice and taxpayers will need to refer to IRS Publication 970 or consult with a qualified tax consultant or accountant for all matters related to the tax credits. Additional information and tax forms can be obtained at the IRS web site at www.irs.gov. The following web sites have additional information that may be useful.

 


 

1098-T FAQ

Applicable tax year: 2016

What are the American Opportunity Tax Credit and the Lifetime Learning Tax Credit?

For information about these two tax credit options, you may access IRS Publication 970.

 

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Where can I view my 1098-T information on WINGS?

  • Go to My.GeorgiaSouthern.edu
  • Login and choose the following links:
  • Wings
  • Student
  • Student Records
  • View your 1098T Information

 

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Why is there nothing represented in Box 1 on my 1098-T?

Institutions of higher education have the option of reporting either payments received (Box 1) or qualified charges billed (Box 2) to the IRS. Georgia Southern University reports data using the Box 2 method.

 

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What charges are considered “qualified” or “eligible” charges?

Eligible or qualified charges are any in-state or out-of-state tuition charges plus the following fees: athletic, athletic facility, FBS, recreation activity center, student activity, technology, sustainability, USG institutional, course fees, and testing fees.

 

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What charges are considered “non-qualified” charges?

Non-qualified charges include the following: books, housing, meal plans, health fees, insurance, or any transportation fees or costs.

 

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What is the timeline for the 1098-T?

Calendar/Tax year (January 1st-December 31st).

 

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Why wasn’t the 1098-T mailed from the University?

To simplify reporting and to promote the best customer service for students and their families, the University contracted with Affiliated Computer Services (ACS) to provide the Tax Credit Reporting Service (TCRS). In addition to mailing forms, TCRS hosts the 1098t.com website and provides toll-free customer support at (877) 467-3821. Note, however; that the filer’s information (name, address, telephone number, and federal identification number) on your form all pertain to  Georgia Southern University.

 

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Did you send a copy of this form to the IRS?

Yes. Section 6050S of the Internal Revenue Code, as enacted by the Taxpayer Relief Act of 1997, requires institutions to  file information returns to assist taxpayers and the Internal Revenue Service in determining eligibility for the American Opportunity and Lifetime Learning education tax credits. The annual deadline to file the required tax information electronically is March 31, although data may be transmitted earlier as circumstances allow.

 

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Why do my Spring 2016 semester charges not appear on my 1098-T?

The 1098-T picks up all tuition and fee related charges that are placed on a student’s account from January 1 to December 31. Your 2016 1098-T may include amounts for the 2017 Spring semester depending upon when the student registered for classes, but your Spring 2016 will most likely have already been reported on your 2015 1098-T.

 

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My 1098-T was mailed to the wrong address. How do I obtain a duplicate copy?

To obtain a duplicate 1098-T form, you may access: http://www.1098-t.com/or WINGS.

 

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Why was my 1098-T mailed to the wrong address?

1098-T forms are mailed to the student’s active address listed in WINGS. If your 1098-T was mailed to the wrong address, please make sure all information in WINGS is currently up-to-date. You can update address information in WINGS by clicking:

  1. Personal Information
  2. Update Address(es) and Phone(s)

 

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I’m a parent. Can I have my student’s 1098-T form sent to me?

Students must make all information requests. The student is responsible for providing information to other parties in accordance with FERPA (Family Education Right to Privacy Act).

 

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I do my own taxes, how do I find out what to do?

The University can’t provide tax advice. You can contact the IRS by phone or through their website to ask questions.

 

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Do I actually submit the 1098-T with my tax return?

There is no requirement for the 1098-T to be attached along with your tax return. This document may be kept for your personal records.

 

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The social security number (SSN) on my form is missing or incorrect.

Reporting to the IRS depends primarily on your SSN. It is very important for you to have the correct information on file with the University. To correct the 1098-T generated:

1. Provide the Bursar’s Office your valid SSN (copy of your social security card) in person or by certified mail.

A 1098-T form will not be reissued unless authorized by the Bursar’s Office. You may view and print your updated record at www.1098-T.com. The updated 1098-T will not be mailed. An updated copy will be sent by TCRS to the IRS.

 

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The name on the 1098-T is incorrect.

1. Provide the Registrar’s Office with your valid name.Name Change Form

2. Contact the Bursar’s Office and inform us of the change.

A 1098-T form will not be reissued unless authorized by the Bursar’s Office. You may view and print your updated record at www.1098-T.com. The updated 1098-T will not be mailed. An updated copy will be sent by TCRS to the IRS.

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Where can I find a list of the payments made and loans disbursed on my student account for the tax year?

Since this information is not reported on the 1098-T, we provide this supplemental information to you in your WINGS account.

  • Go to My.GeorgiaSouthern.edu
  • Login and choose the following links:
  • Wings
  • Student
  • Student Records
  • View your 1098T Information
  • Enter the tax year
  • Loans and other payments (This link can be found right below your 1098-T form)

 

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I’m an non-resident alien. Will I receive a 1098-T form?

The IRS does not require forms to be filed for any student coded as a non-resident alien. However, forms are available  upon request. To request a form, please contact the Student Accounts Office. We will process your form and TCRS will transmit to the IRS. Paper forms will not be mailed, but will be made available online at www.1098t.com.

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I’m a Canadian student and the Canada Revenue Agency will not accept the 1098-T form. What should I do?

You will need to complete form TL11A (Tuition, Education, and Textbook Amounts Certificate – University Outside Canada). Please bring this form to the Student Accounts Office so that we can complete the educational institution portion of the form.

 

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I still have questions!

Contact the Office of Student Accounts at 912-478-0999 or stufee@georgiasouthern.edu.

 

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Last updated: 12/1/2016

Bursar's Office • PO Box 8155 Statesboro, GA 30460 • (912) 478-0999