COVID-19 Updates: uc.edu/publichealth
2019 Form 1098-T will be available January 31, 2020 in Catalyst. Here is our step-by-step guide on how to access yours.
2017 and prior years’ Form 1098-T are also available in Catalyst. Students can access those forms directly when connected via either (1) UC’s secure on-campus network, or (2) UC’s secure Virtual Private Network (VPN). Info on connecting through our VPN is available through IT@UC Knowledge Base
If you encounter difficulty in accessing any of those 1098-T forms, including forgotten passwords and other computer error messages, please contact our UCit Help Desk at (513) 556-4357 [HELP] or at firstname.lastname@example.org.
You will need to have Delegated Access from the student, in order to view their Form 1098-T. For information on Delegated Access, see our How-To Guides for Students and for Parents.
IRS Articles of interest to students and families
2019 Form 1098-T will be available January 31, 2020 through Catalyst.
Official 2019 IRS "Instructions for Student"
You, or the person who can claim you as a dependent, may be able to claim an education credit on Form 1040. This statement has been furnished to you by UC. This statement is required to support any claim for an education credit. Retain this statement for your records. To see if you qualify for a credit, and for help in calculating the amount of your credit, see Pub. 970, Form 8863, and the Form 1040 or 1040A instructions.
UC must include its name, address, and information contact telephone number on this statement. It may also include contact information for a service provider. Although the filer or the service provider may be able to answer certain questions about the statement, do not contact the filer or the service provider for explanations of the requirements for (and how to figure) any education credit that you may claim.
Student's taxpayer identification number (TIN). For your protection, this form may show only the last four digits of your SSN, ITIN, ATIN, or EIN. However, UC has reported your complete TIN to the IRS. Caution: If your TIN is not shown in this box, UC was not able to provide it. Contact the Bursar's Officel if you have questions.
Account number. May show an account or other unique number the filer assigned to distinguish your account.
- Box 1. Shows the total payments received in 2019 from any source for qualified tuition and related expenses less any reimbursements or refunds made during 2019 that relate to those payments received during 2019.
- Box 4. Shows any adjustment made for a prior year for qualified tuition and related expenses that were reported on a prior year Form 1098-T. This amount may reduce or increase any allowable education credit that you claimed for the prior year (may result in a decrease or increase in tax liability for the year of the refund). See "recapture" in the index to Pub. 970 to report a reduction in your education credit or tuition and fees deduction.
- Box 5. Shows the value of all scholarships or grants administered and processed by UC for your benefit. The amount of scholarships or grants for the calendar year (including those not reported by UC) may reduce the amount of the education credit you claim for the year.
- TIP: You may able to increase the combined value of an education credit and certain educational assistance (including Pell Grants) if the student includes some or all of the educational assistance in income in the year it is received. For details, see Pub. 970.
- Box 6. Shows adjustments to scholarships or grants for a prior year. This amount may affect the amount of any allowable tuition and fees deduction or education credit that you claimed for the prior year. You may have to file an amended income tax return (Form 1040X) for the prior year.
- Box 7. Shows whether the amount in box 1 or 2 includes amounts for an academic period beginning January – March 2020. [UC NOTE: This box will be checked if you registered during October-December 2019 for Spring Semester 2020 classes.] See Pub. 970 for how to report these amounts.
- Box 8. Shows whether you are considered to be carrying at least one-half the normal full-time workload for your course of study at the reporting institution.
- Box 9. Shows whether you are considered to be enrolled in a program leading to a graduate degree, graduate-level certificate, or other recognized graduate-level educational credential.
- Box 10. Shows the total amount of reimbursements or refunds of qualified tuition and related expenses made by an insurer. The amount of reimbursements or refunds for the calendar year may reduce the amount of any education credit you can claim for the year (may result in an increase in tax liability for the year of the refund).
- Future developments. For the latest information about developments related to Form 1098-T and its instructions, such as legislation enacted after they were published, go to www.irs.gov/form1098t.