Accessing Form 1098-T

As part of our ongoing sustainability and cost reduction measures, Utah Valley University provides IRS Form 1098-T electronically to eligible students. The option to grant or deny consent for electronic delivery is included in the Student Financial Responsibility Agreement  (SFRA) that students must complete prior to registration each semester.

ELECTRONIC DELIVERY: Students who grant consent for electronic delivery will log into Tuition Payment PLUS to view and print their form. Students will receive a notification in their myUVU email account in January, when the form becomes available. In order to view the electronic 1098-T, students will need to have the free Adobe Acrobat Reader software installed on their computer.

VIEW MY FORM 1098-T

Download Adobe Acrobat Reader

Opt-In

Students who did not grant consent while completing the SFRA can grant it here. IRS regulations state that each student who files a request to receive a 1098-T electronically must also provide his/her consent electronically. To grant your consent, please click the button below. A consent form will open in a new window. Please print out the form, fill it out, then scan or take a picture of it and email it to bursar@uvu.edu.

OPT-IN to ELECTRONIC DELIVERY

 

SCOPE OF DURATION: Once granted, electronic consent will remain in effect for each year the student attends Utah Valley University unless the student chooses to opt-out or withdraw consent. Electronic copies of the 1098-T will be accessible through Tuition Payment PLUS for no less than four years.

PAPER FORMS: For students who did not grant consent, a paper copy of the 1098-T will be mailed to the student's permanent home address by the end of January.

Contact Information

It is the responsibility of the student to keep his or her contact information up to date with UVU, even after graduation, to ensure delivery of their tax form. Students can go to our Refunds Page and scroll down to Keep Address Updated for instructions on address updates.

Notice of Termination

If UVU ceases furnishing 1098-T statements electronically for any reason, UVU will inform the student in advance of the termination.

General Information

The Tax Payer Relief Act of 1997 includes provisions for the American Opportunity Credit and the Lifetime Learning Credit. Both credits allow certain taxpayers who have incurred qualified expenses for higher education to take a credit against their federal income tax liability. Educational institutions are required by law to provide information to students who may qualify for the education credits. Schools, colleges, and universities report this information to the IRS and to students on Form 1098-T.

As each student’s tax liability is subject to various personal factors, students and parents are encouraged to seek additional information directly from the IRS or their personal tax adviser. Utah Valley University cannot provide tax related advice or recommendations.

 

AUTHORIZED USER ACCESS

Tuition Payment PLUS allows students to give others the ability to access their account information, make payments on their behalf, and access their 1098-T tax document. This choice is optional but may be particularly helpful for students who plan to be away for a humanitarian or religious mission, military service, or any event where they may be absent during tax season.

To grant access to a parent or guardian, log into Tuition Payment PLUS and click on Authorized Users under My Account. Parents or guardians will receive an email with their own login credentials. The student can rescind this access at any time.

Helpful Links

Withdrawing Consent

 Students may withdraw their electronic consent by submitting the Withdrawal of Consent form as directed below. UVU will notify the student when the request has been confirmed through his or her myUVU email. Withdrawal of Consent forms must be received by the Bursar’s Office no later than December 31st or, if that date falls on a weekend, by the last business day of the applicable tax year. Withdrawal of consent is not retroactive but will take effect on the date the signed request is received by the Bursar's Office.

We encourage all students to grant electronic consent. The benefits of electronic delivery include:

  • Earlier availability than the paper document
  • The elimination of lost, delayed, or misdirected forms
  • The ability to view and print tax forms (by students or authorized users) from any computer at any time of day

To withdraw your consent of electronic delivery and receive your 1098-T in paper form through the mail, please download the Withdrawal of Consent form and submit it to the Bursar's Office in BA-108 or email it to bursar@uvu.edu.

Withdrawal of Consent form

Social Security Numbers

The IRS requires Utah Valley University to include the student's Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) when reporting Form 1098-T data. If a student's SSN is missing or is incorrect in our records, he/she will receive a hold on their student account and will need to update their information with registration. Students may also submit form W-9S to our office.

Form W-9S

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?

Students who don't receive a 1098-T usually fall into one of these categories:

  • The address we have for you is not the correct address. You can see what address we have on file through your myUVU. For information on updating your address, go to the Refund Checks and Affidavits page and scroll down to Keep Address Updated.
  • 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).
  • If you had a Social Security Hold on your student account, a 1098-T was not generated for you.

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. 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.
  • Box 6: If there is an amount in this box, it means that scholarships and/or grants that funded during the previous tax year were pulled back during the current tax year.
  • Box 8: Half-time enrollment refers to semesters attended during the tax year. Students who register for Spring 2016 classes prior to year end will have the charges for those classes reported on their 2015 1098-T. However, because they won't actually attend those classes until 2016, the Half-time enrollment box may not be marked.