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.
- Login to MyUTK
- Click the “My Resources” tab
- Select the “Banner Self-Service Home” option from the dropdown
- In the page that opens, click “Student”
- Then click “Student Account”
- Then click “Tax Notification (1098-T)”
- Students can view and export all available 1098-T documents from this screen
About the 1098-T
The Form 1098-T is not an income reporting document. It is an informational document required from the educational institution by the IRS.
The sole purpose of this document is to assist students in determining whether they are eligible to take an education tax credit or deduction. It is up to the taxpayer to decide, based on their circumstances, whether they are credit eligible.
Frequently Asked Questions
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.
The taxpayer is responsible for determining eligibility.
Check the IRS website, contact the IRS, or contact a tax advisor.
Contact One Stop Student Services for an explanation and review of your 1098-T. If it is incorrect a corrected form will be issued.
Non-qualified 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.
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.
Non-qualified 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.
Sample Form 1098-T
Learn how the information on your form is provided.
Tax Form Details
Box 1—The total payments from any source received by an eligible educational institution in 2020 for qualified tuition and related expenses less any reimbursements or refunds made during 2020 that relate to payments received during 2020. Please note the amount in Box 1 will NOT equal to or sum to the charges paid for calendar year 2020 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. See the chart below for a list of qualified and unqualified expenses.
|Charges Reported||Charges Not Reported|
|Payments for tuition and fees required for
enrollment, payments to the institution for books and supplies
|The following payments are generally not
mandatory for enrollment and/or cover personal expenses.
|Tuition||Tuition or other payments for courses related to sports, games, or hobbies (unless they count toward a degree)|
|Books, equipment, supplies (if required to be
purchased from institution)*
|Dining/meal plan payments|
|Course or program fees (e.g., lab, art, music)||Health or disability insurance fees (even if required; excluded by statute)|
|Distance learning fees||Housing payments|
|Enrollment confirmation fees||Late payment fees|
|Exam fees (for placement, testing out of credit
courses, or if required for degree program)
|Information and technology fees||Loan processing fees|
|Malpractice insurance (if required for clinical
|Orientation fees (portion that covers expenses for overnight stays)|
|Records fees||Parking permits|
|Student athletics fees (if required, no personal benefit provided)||Parking fines|
|Student life/activity/association fees||Student health fees|
|Other mandatory fees (no personal benefit
|Transportation fees (if providing individual benefit)|
|*Comprehensive fees (covering tuition, fees, room, board) must be allocated between QTRE/non-QTRE|
Note: If you registered for and paid for Spring 2020 classes in 2019, those payments will not be included on the 2020 1098-T. Also, if you register and pay for Spring 2021 classes in 2020, those payments will be included on the 2020 1098-T.
Box 3—Shows whether UT changed its method of reporting for 2020. This box will not be checked for 2020.
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.
Box 5—Includes the total of all scholarships, grants, internal NPEs and fee waivers administered and processed by the university. Spring 2021 scholarships or grants awarded in 2020 will appear in Box 5 and Box 1 up to the amount of qualified expenses.
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 2021. 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.