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Tax Information

How to Retrieve Tax Information

Log in to the UT system with your net ID and password to retrieve the information from your Form 1098-T.
Retrieve Your Information

Frequently Asked Questions

How do I receive a copy of Form 1098-T?
The IRS requires Form 1098-T to be postmarked by January 31 of the following calendar year. This form is mailed to the permanent address (not billing address) of a student who was enrolled at UT for at least half time during the calendar year. Address changes can be made on MyUTK. You may opt to receive an electronic 1098-T at MyUTK, View/Pay Fees, Agreements tab.

Where can I get a listing of payments made to UT?
View your qualified fees assessed and payments applied to those fees on MyUTK. If you are not able to get this information on the website, a statement can be mailed to your billing address.

Since I received a Form 1098-T from UT, am I qualified for one of the education tax credits?
The taxpayer is responsible for determining eligibility.

How can I find out if I am eligible for a tax benefit?
Check the IRS website, contact the IRS, or contact a tax advisor.

My Form 1098-T contains incorrect information. How can this be corrected?
Contact One Stop and explain what you feel is incorrect. If you are right, a corrected form will be issued.

What are qualified and non-qualified expenses?
As determined by the federal government, qualified expenses are defined as expenses required by and paid to the institution for enrollment purposes. They include fees for maintenance, tuition, technology, facilities, and a portion of the programs and services fee.

Nonqualified expenses are defined as books, room and board, student activities, parking, athletics, insurance, equipment, or other similar personal living expenses.

As a result, the amount of qualified expenses will likely be less than the total amount of money paid.

Why is there an amount in Box 1 and Box 2 is blank for 2018?

Due to a change to institutional reporting requirements under federal law, beginning with tax year 2018, the University will report in Box 1 the amount of payments received for qualified tuition and related expenses paid during the calendar (tax year) 2018.

Tax Form Details

Box 1—The total payments from any source received by an eligible educational institution in 2018 for qualified tuition and related expenses less any reimbursements or refunds made during 2018 that relate to payments received during 2018. Please note the amount in Box 1 will NOT equal to or sum to the charges paid for calendar year 2018 because all charges are not considered qualified tuition and related expenses as defined by the Internal Revenue Service. Health fees and counseling fees are not qualified; therefore, the full amount of the Program and Services Fee paid will not be reported.

Note: If you registered for and paid for Spring 2018 classes in 2017, those payments will not be included on the 2018 1098-T.  Also, if you register and pay for Spring 2019 classes in 2018, those payments will be included on the 2018 1098-T.

Box 2—Reserved

Box 3—Shows whether UT changed its method of reporting for 2018. This box will be checked for 2018.

Box 4—It is the amount of any adjustments 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 any allowable education credit you may claim for the prior year. See Form 8863 or the IRS Pub 970 for more information. This box will be blank for 2018 as 2018 is the first year the University has reported payments.

Box 5—Includes the total of all scholarships, grants, internal NPEs and fee waivers administered and processed by the university.Spring 2019 scholarships or grants awarded in 2018 will appear in Box 5 and Box 1.

Box 6—The amount of any adjustments made for prior year scholarships, Internal NPEs grants, and fee waivers that were reported on a prior year Form 1098-T. This amount may reduce any allowable education credit you can claim for the prior year.

Box 7—Will be checked if the amount in Box 1 includes amounts for an academic period beginning January–March 2019. See the IRS Pub 970 for how to report these amounts. This box is checked.

Box 8—Indicates whether you are considered to be carrying at least one-half the normal full-time workload for your course of study at UT. If you are at least a half-time student for at least one academic period that begins during the year, you meet one of the requirements for the Hope Credit. You do not have to meet the workload requirement to qualify for the tuition and fees deduction of the lifetime learning credit.

Box 9—Indicates 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. If you are enrolled in a graduate program, you are not eligible for the Hope credit, but you may qualify for the tuition and fees deduction or the lifetime learning credit.

Box 10—Will always be blank on any 1098-T form you receive from UT.

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