The IRS requires the University to issue Form 1098-T, \u201cTuition Payments Statement,\u201d to each student by Jan. 31. Form 1098-T is an information tax document to aid taxpayers in determining whether they are eligible to claim a tax deduction or one of the education tax credits on their federal income tax return. Form 1098-T is NOT to be filed with a tax return. It is for informational purposes only. Please consult a tax professional regarding eligibility of tax deductions and\/or the education tax credit.<\/strong>\u00a0 For security reasons, the 1098-T will NOT be emailed<\/strong>.\u00a0<\/p>\n 1098-T forms will be available online through Self-Service before the Jan. 31 mailing deadline.\u00a0<\/p>\n Students wishing to receive the form electronically should give consent via Self-Service.\u00a0 Please allow 10 days for arrival\/delivery of 1098-Ts that are mailed to students.\u00a0 It is imperative that mailing addresses are updated prior to January 1 to prevent delays in receiving a mailed 1098-T.<\/p>\n Current students who consented to receive the 1098-T form electronically, may access the form via Self-Service, then select Tax Information.\u00a0Google Chrome is the recommended browser for accessing the 1098-T.\u00a0<\/strong><\/p>\n For students who no longer attend Campbell University,\u00a0 1098-T forms will be mailed to the student’s home address on file no later than January 31.\u00a0 Students no longer attending the university who require an additional copy of their 1098-T form will need to send an email to sfs@campbell.edu<\/a> from their Campbell University email.\u00a0 Students must include their student ID# in the request.\u00a0 Please do NOT email your social security number.\u00a0 \u00a0Students may also visit the Bursar’s Office in person at the McLeod Admissions and Financial Aid Building.\u00a0 Students must present a picture ID issued by a governmental agency. For security reasons, the 1098-T cannot be emailed to any email address.\u00a0 \u00a0 \u00a0<\/strong><\/p>\n Electronic Consent is required to view the 1098-T form electronically. Please follow the steps below to consent and sign up to receive your 1098-T form electronically.\u00a0 Current students may access this option via Self-Service. Google Chrome\u00a0is the recommended browser for accessing the 1098-T.\u00a0<\/strong><\/p>\n On the Form 1098-T, we report the name, social security number, and address of students, and indicate whether they were a graduate student and\/or at least half-time during the calendar year. If you qualify for an educational credit, you should use your personal records and student account activity statements to determine the amounts that you actually paid toward the charges reported on the 1098-T.<\/p>\n Effective calendar year 2018, federal regulations changed which required colleges and universities to adjust reporting methods.\u00a0 Please note the changes beside their respective box codes.<\/strong><\/p>\n Box 1:\u00a0 <\/strong>Includes \u201cpayments\u201d received for qualified tuition and related expenses.\u00a0 For 2018 and later, Box 1 includes scholarships and grants included in Box 5, cash receipts, payments, student refunds and financial aid loan payments.\u00a0 *Box 1 w<\/strong>ill always be empty for tax years before<\/u> 2018.<\/strong>\u00a0<\/p>\n Box 2:\u00a0 <\/strong>Will be blank for tax years 2018 and subsequent years.\u00a0 *Prior to 2018, Box 2 contained a<\/strong>mounts billed for qualified tuition and related expenses.<\/strong><\/p>\n Box 3:\u00a0 <\/strong>This is a check box for a change of reporting method.\u00a0 For the 2018 tax year, Box 3 will be checked due to the mandatory IRS change in reporting method.\u00a0<\/p>\n Box 4:\u00a0 <\/strong>Adjustments made for a prior year \u2013 Amounts Billed, is the amount of current year adjustments for qualified tuition and related expenses billed to a student\u2019s account for a previous tax year.<\/p>\n Box 5:\u00a0 <\/strong>Scholarships and grants transmitted to the student account for the current tax year.<\/p>\n Box 6:\u00a0 <\/strong>Adjustments to scholarships and grants for a prior year that were disbursed to the student account in the current tax year.\u00a0<\/p>\n Box 7:\u00a0 <\/strong>In 2018 and later, Box 7 is checked if any portion of the payment amount in Box 1 is for an academic period beginning January through March of the following tax year.<\/p>\n Box 8:\u00a0 <\/strong>Is checked if the student is enrolled more than half-time in any enrollment period during the current tax year.<\/p>\n Box 9:\u00a0 <\/strong>Checked if the student is enrolled in any course for graduate credit.<\/p>\n Box 10:\u00a0 <\/strong>Reimbursements or refunds under an Insurance Contract is used by insurance companies, and will not be reported by Campbell University.\u00a0<\/p>\n Our office cannot provide any tax advice, only confirm and explain what we have reported. For more information about your ability to claim a tax deduction or tax credit, contact a tax professional. Also, good resources for information on this topic include the Internal Revenue Service\u2019s web site at www.irs.gov<\/a> and IRS Publication 970<\/a>, \u201cTax Benefits for Education.\u201d<\/p>\n If you did not receive your 1098-T<\/em><\/strong>, you can find a copy in Self-Service, Tax Information by selecting \u201c1098-T Information\u201d, then accessing the correct tax year form.\u00a0<\/p>\nImportant Dates<\/h3>\n
Current Students: How to access your Form 1098-T<\/h3>\n
\n
Former Students: How to obtain your 1098-T<\/h3>\n
How to give consent to receive the 1098-T electronically<\/h3>\n
\n
\n
Information Reported<\/h3>\n
Box Codes<\/h3>\n
More Information<\/h3>\n