The University of ArizonaThe University of Arizona
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Form 1098-T

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Information for Tax Year 2017

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. The 1098-T form should not be attached to your federal income tax return when you claim the education credits (as W-2 forms are); however, you must have received this form in order to claim either the American Opportunity Credit or the Lifetime Learning Credit on your federal tax return.

The University of Arizona works in conjunction with Heartland Campus Solutions ECSI (“Heartland ECSI”) to print and deliver your 1098-T. To retrieve an electronic copy of your 1098-T, please visit UAccess. You will be re-directed to Heartland ECSI automatically. For additional information about the 1098-T, please visit http://www.ecsi.net/taxinfo.html. If you have specific question about the amounts reported on your 1098-T, please contact the Bursar’s Office at (520) 621-3232 or bursar-web [at] fso [dot] arizona [dot] edu.

The following is an explanation of what each box on the 1098-T form contains:

Box 1 - Payments received for qualified tuition and related expenses: In general, this box will contain the sum of all payments received for tuition, registration and required registration fees during a calendar year, less any reimbursements or refunds made during 2017 that relate to those payments received during 2017.  Amounts paid to a student account for housing, books, fines, insurance or non-required fees will not be included in the Box 1 amount.

If you have questions about how to compute your education tax credit, you should consult your tax professional or refer to IRS Publication 970.

Box 2 - This box will be blank.

Box 3 - This box will be checked, since the University of Arizona has changed its current method of reporting from the previous year (2016).

Box 4 - Adjustments made for a prior year:  The amount in this box should be the sum of all reductions in tuition (refunded or not) related to amounts paid in a prior year. This amount is reported as a positive number per IRS requirements. However, it is actually a decrease to the amount that was reported on a prior year 1098-T. See "recapture" in the index to Pub. 970 to report a reduction in your credit or deduction.

Box 5 - Scholarships or grants: This box contains the sum of all scholarships and grants the University of Arizona administered and processed for the student’s account during the calendar year. This includes payments received from governmental and private entities such as the Department of Veterans Affairs, the Department of Defense, civic, and religious organizations, nonprofit entities, and third party sponsors. Awards included in this amount may pay qualified tuition expenses as well as housing, books, and other non-qualified expenses.

Box 6 - Adjustments to scholarships or grants for a prior year: Decreases or refunds of scholarship amounts related to scholarships reported in a previous year are included in this box. This amount is reported as a positive number per IRS requirements. However, it is actually a decrease to the amount that was reported on a prior year 1098-T. You may have to file an amended income tax return for the prior year.

Box 7 - This box will be checked if the amount in Box 1 includes payments made in the current year for tuition, registration and required registration fees for an academic period beginning January – March 2018.

Box 8 - This box will be checked if you are or have been enrolled at the University of Arizona at least half-time for at least one semester during the calendar year.

Box 9 - This box will be checked if you are a student enrolled in a program leading to a graduate-level degree.

Box 10 - This box is not used by the University of Arizona, so it will be blank.

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1098-T Frequently Asked Questions

What do I do with the 1098-T form?
What time period does my 2017 1098-T cover?
Can I use the amounts on my 1098-T form when I file my taxes?
How can I get help determining if I am eligible to take one of the credits?
I don't file a tax return but I am claimed as a dependent on another person's tax return (i.e., parent, guardian, etc.). Can they take the tax credit?
Where can I find a copy of my billing history?
I'm a Non-Resident Alien. Why am I getting a 1098-T form?
Why didn't I receive a 1098-T?
How do I view my 1098-T online?
Why does the University of Arizona need my social security number?

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