1098-T

students learning in various settings

Beginning January 31, 2024, you may access your 1098-T form online through your ace 账户.

The Taxpayer Relief Act of 1997 allows a tax credit to be claimed for out-of-pocket payments made to the 阿拉莫大学 区 on behalf of Northeast Lakeview 大学 区, 西北Vista 大学 区, 帕洛阿尔托学院, St. 菲利普的大学, and 圣安东尼奥 大学, during the 2023 calendar year for eligible or qualified tuition and related expenses (QTRE).

The IRS requires that we provide a 1098-T form to you for your use in completing IRS form 8863. The 1098-T tax forms will be available no later than January 31, 2024. The Alamo 大学 区 will report payment amounts for qualified tuition and related expenses during the 2023 calendar year.

The amounts and calculations used to determine the credit are the decision of the taxpayer after consideration of relevant IRS regulations, 8863年形成, 也许, the advice of a tax consultant.

The 阿拉莫大学 区 will report the amount the student paid (Box 1) during 2023 calendar year. The following students will not receive a 1098-T form: Continuing Education, 双重信用, Early Admit/Early 大学 High School, 家学校, 技术准备, or Virtual 大学. Continuing Education students may obtain copies of their paid tuition bills via their ace 账户.

 

Steps to Access 1098-T

  • 登入ace

  • Student Tab --> Web服务 --> Student Account

  • 付款

  • Virtual 业务办公室

  • Under Statements click View (Your latest 1098-T Tax Statement)

  • Under Tabs click 1098-T Statements

  • Action (right side under 1098-T Statement)

  • View --> Print

 

Frequently Asked Questions

1. When can I get my 1098-T?

阿拉莫大学 区 will submit reports no later than January 31, 2024, and you may access your 1098-T form electronically (by filling out an electronic consent, see question #4) through your ace 账户.

2. Why do I need to provide a Social Security Number (SSN) or Tax Identification Number (TIN)?
  • If you are planning to file an income tax return using your education expenses, you will need to have a valid SSN and current address on file.

  • If you are an international student and plan to file taxes, we will need your TIN and current address on file.

  • If you are an international student without a SSN, and are not filing a tax return, you do not need to provide a SSN or a TIN.
3. I am an International student, who attended 阿拉莫大学 区 during the 2023 calendar year and was not issued a 2023 1098-T form. What do I need to provide to have a 1098-T form issued to me?

If you are a non-resident alien student and do not have U.S. 来源收入.S. scholarships, awards, waivers, etc.), that is subject to tax, 阿拉莫大学 区 is exempt from issuing a 1098-T form to you.

The 阿拉莫大学 区 requires a TIN to furnish a 1098-T form to you. Without a valid TIN on file with 阿拉莫大学 区, you will not receive a 1098-T form.

4. How can I receive my 1098-T form electronically?

阿拉莫大学 区 has partnered with ECSI, offering you the opportunity to receive your 1098-T Tuition Statement electronically. If you would like to receive your 1098-T form electronically, please give your consent by following the link provided below and following the step-by-step instructions.

1098-T forms will be provided by January 31, 2024. If electronic consent is not received by December 31, 2023, the 1098-T will be mailed to the current address on file.

To give consent to receive your 1098-T form electronically; follow the simple instructions below to sign up.

5. How can I change my address?
  1. 登录你的 ace 账户
  2. Web服务
  3. Select Personal 信息rmation
  4. Select Update Addresses and Phones
6. Will I receive a 1098-T?

A 1098-T form is generated only for academic students who have qualified tuition and related expenses (QTRE) and payments received during the 2023 calendar year.

Continuing Education, 双重信用, Early Admit/Early 大学 High School, 家学校, 技术准备, and Virtual 大学 students will not receive a 1098-T form.

Federal rules require all institutions of higher education report payments received (Box 1) for qualified tuition and related expenses (QTRE) to the IRS. 阿拉莫大学 区 must report on (Box 1).

7. What is considered a qualified tuition and related expense?

Eligible or qualified tuition and the following fees:

  • student activity fee
  • student processing fee
  • instructional material fee
  • international education fee
  • 一些考试费用, (位置, testing out of credit courses or test fees required for degree program).  
8. What is a non-qualified charge?

Non-qualified charges include the following:

  • 图书馆的罚款
  • 停车罚款
  • 滞纳金
  • 笔记本电脑的费用
  • transportation fees
9. What constitutes Scholarships and Grants (Box 5)?

Any scholarships and grants administered and processed during the calendar year for the payment of the student’s cost of attendance.

Scholarships and grants generally include all payments received from third-party vendors, (excluding family members and loan proceeds).

This includes payments received from governmental and private entities such as the Department of Defense, 公民, and religious organizations, and nonprofit entities.

10. Why did my spring semester payment/payments not appear on my 1098-T form?

You may have registered and paid during early registration, (typically November or December). Your QTRE’s were reported on your previous 2022 1098-T form.

Reporting for 2023 payments cannot exceed the QTRE billed from January 1, 2023, through December 31, 2023. 

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

To obtain your 1098-T, you may access it online through your ace 账户.

  • 登录你的 ace 账户
  • Web服务
  • SelectPersonal 信息rmation
  • Select Update Addresses and Phones
12. I still have questions; who can I contact?

The 阿拉莫大学 区 has provided the Form 1098-T in compliance with IRS guidelines. 然而, 阿拉莫大学 区 is unable to answer any tax-related questions or provide any tax advice on this issue.

All information and assistance that 阿拉莫大学 区 can provide is contained in this notice. The content of this notice is not intended as legal or tax advice.

For tax specific question, please contact the Internal Revenue Service (IRS) at 1-800-829-1040 or your personal tax advisor for further assistance.

If you need assistance accessing your Form 1098-T online, please contact the ECSI student hotline after January 31, 2023, at 1-866-428-1098.