1098-T Frequently Asked Questions

Why did I get a 1098-T?

The 1098-T is a tax form the University issues to report education-related expenses that could be claimed as part of the Hope Scholarship or Lifetime learning Tax Credit. The form is informational only. You are encouraged to seek additional information directly from the IRS or your tax adviser to find out if you are eligible for these credits.

Why is box 1 blank?

We are required by law to use either box 1 or 2. Most universities, including Utah Valley University, use box 2 and report eligible charges that posted to your account during the calendar year.

My tax adviser says I need to know how much I paid and when. How can I access this information?

You can access your account information by logging into Tuition Payment Plus and clicking on the View Account Activity button. More information about accessing your account can be found on the Cashier FAQ page. In the event of an audit, you may contact the Cashier’s Office for needed receipts.

Do I need to attach the form to my tax return?

No, you need to attach IRS form 8863. IRS publication 970 will provide you with more information, or contact your tax adviser.

Why didn't I receive a 1098-T?

Usually students don’t receive a 1098-T for one or more of the following reasons:

  • The address we have for you is not the correct address. You can see what address we have on file through your UVLink. For information on updating your address, see our Address Update page.
  • Grants and scholarships paid your tuition and fees in full.
  • You may have attended only Spring semester during the calendar year and registered for those classes during Fall of the previous calendar year. (See the following question for more information).

I think the amounts listed are incorrect. What should I do?

Before you assume the information reported on your form is incorrect, it will help to understand how the amounts are calculated. The 1098-T reflects charges, scholarships and/or grants that applied during the tax/calendar year, not the Academic year. For example, registration for Spring 2015 classes opened in Fall 2014; if you registered for Spring classes in October-December, the charges for Spring 2015 would be reported on your 2014 1098-T. The same rule applies to scholarships and grants: Financial Aid for Spring semester is often disbursed at the very end of the previous December; therefore, those funds are reported on the previous year’s 1098-T, not the 1098-T for the year in which the classes were actually attended and completed.

What information goes into each box?

  • Box 1: Reports payments received from the student. UVU does not fill out this box; just because this box is blank does not mean that we did not receive payments from you. You can access your payment history by logging into Tuition Payment Plus and clicking on the View Account Activity button.
  • Box 2: Eligible tuition and fees that were posted to your account during the tax/calendar year are reported in this box.
  • Box 4: If there is an amount in this box, it means that you dropped or added Spring classes in the current tax year that were registered for and reported in the previous tax year.
  • Box 5: This box shows scholarships and grants received or funded during the tax/calendar year, regardless of what semester it applies to. This box also includes VA payments and third party scholarships that are applied through Financial Aid and the State Education Savings Plan. If the amount seems incorrect, see the answer to “I think the amounts listed are incorrect. What should I do?” then check your student account to verify dates and amounts of scholarships and third party payments.