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Form 1098-T is an informational report of payments received for qualified tuition
and fees that a student was billed and scholarships/grants received in a calendar
year (Jan. 1st -Dec. 31st) that are provided to assist you, the taxpayer, in determining
if you are eligible to claim tax credits such as Hope Scholarship Tax Credit or the
Lifetime Learning Tax Credit for educational expenses.
Each University must report payments received for qualified tuition and related expenses
within the calendar year (Jan. 1st -Dec. 31st).
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| What is the Hope Scholarship Tax Credit and the Lifetime Learning Tax Credit? |
| To review information about these two Tax Credit options as a result of the Tax Relief
Act of 1997, you may access IRS Publication 970, "Tax Benefits for Education" and
visit http://www.irs.gov/uac/Tax-Benefits-for-Education:-Information-Center. |
| When will I receive my 1098-T? |
The 1098-T tax forms will be available to eligible students on January 31st. |
| How do you use your 1098-T tax form for tax credit purposes? |
| Please contact your professional tax advisor and/or the IRS: Click here. |
| What are Payment for Qualified Charges & Expenses? |
Qualified charges include tuition and mandatory fees a student is required to pay
in order to be enrolled at or attend Chicago State University. The payments presented
in box 1 represent all payments received for qualified tuition and fees. Payments
will not exceed the amount of qualified tuition and fees. |
| What are Non-Qualified Charges? |
Charges and fees that do not qualify are those associated with room & board, student activities, athletics, insurance,
books, equipment, transportation, and similar personal, living or family expenses. |
| Where do I go to view my 1098-T online? |
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To view your 1098-T:
- Log-in to CSU Xpress
- Click on Student Menu
- Select Tax Notification and Enter Tax Year
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| Where can I get a list of payments made to the University? |
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To view your payments:
- Log-in to CSU Xpress
- Click on Student Menu
- Select Account Summary or View Account by Term
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| I tried to login into Cougar Connect to view my 1098-T and was unsuccessful. Who do
I contact for access? |
- Students that are currently enrolled - contact ITD help desk at (773) 995-3963
- Students not currently enrolled - log-in through CSU X-press.
- If you are still experiencing problems, please contact ITD help desk at (773) 995-3963
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| Are the amounts in Boxes 1 & 5 of my 1098-T provided to the IRS? |
Yes. The University reports amounts payments received for qualified tuition and related
expenses (box 1), as well as amounts of any scholarships or grants (box 5). |
| Do I need the 1098-T to file my taxes? |
No. 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. |
| Does a student have to file a tax return if he/she received a 1098-T form? |
Whether a student has to file a tax return depends on many factors. Please consult
a professional tax advisor to determine if filing is necessary. |
| My address listed on the form 1098-T has changed. Will this affect me? |
No. The address shown on Form 1098‑T is not required for IRS income tax filing purposes. |
| My Social Security Number (SSN) is incorrect on my 1098‑T. Who do I contact to make
the change? |
To change your SSN, please stop by the Admissions Office, ADM 200 with your Social
Security Card. |
| I took classes in the Spring term of the current tax reporting year, but the charges
are not included on my 1098‑T. Why? |
Most likely, you signed up for your Spring term classes before December 31st of the
prior tax reporting year. Therefore, the charges would have been reported on last
year's 1098-T. |
| I need my 1098-T for a prior year. Can you provide that? |
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Yes. To view your prior year 1098‑T:
- Log-in to Cougar Connect
- Click on Student Menu
- Select Tax Notification and Enter Tax Year
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| I took a graduate level course, why is there no check mark in box 9 ("graduate student")? |
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Box 9 will not be checked if you were not enrolled in a graduate degree program, or
you were enrolled during the calendar year first as an undergraduate student and then
a graduate student.
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| I am a international student, can I claim a credit? |
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In general, international students cannot claim a credit. However, some international
students may be eligible. If you are an international student, the University will
not file a 1098‑T form on your behalf unless you have an individual taxpayer identification
number (ITIN) or SSN on your student record. "Original" SSN or ITIN information must
be shown to the Registrar's Office, ADM128 by Nov. 1st of each year. Please review
the IRS Forms and Publications for additional guidance.
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| Where can I get my Canadian tax form TL11‑A completed? |
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Students can drop off form at the Office of the Bursar (ADM213) or email them to bursars@csu.edu. You must provide an address to return the form when processing is complete. Please
allow 2 weeks for processing.
For additional information, please Click here for the IRS Website.
Internal Revenue Service: (800)-829-1040
Office of the Bursar - ADM 213: (773) 995-2470
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