Tax Statements (Form 1098-T)

The Form 1098-T is a form provided to you and the IRS that reports, among other things, amounts paid for qualified tuition and related expenses. This form...

  • May be useful in calculating the amount of the allowable education tax credits.
  • Should not be attached to your federal income tax return when you claim education tax credits (as W-2 forms are).

To retrieve an electronic copy of your 1098-T:

  • Log into UAccess
  • In the Finances section, click the drop down titled "other financial..." then select "1098T Forms" then click the arrow button to proceed
  • You will be directed to Heartland Campus Solutions ECSI ("Heartland ECSI"), where you can obtain your form(s)
  • If you are unable to log into UAccess, please visit http://www.ecsi.net/taxinfo.html

If you have specific question about the amounts reported on your 1098-T, please contact us.

Information for Tax Year 2017

View our interactive sample Form 1098-T to help you understand the information contained in each box.

View Sample Form 1098-T

Frequently Asked Questions

If you did not receive a 1098-T, the most common reasons are:
  • The University of Arizona did not have a valid social security number on file for you. Please contact the Registrar's Office to update your personal information. Once your information is updated, contact us to request your 1098-T.
  • The University of Arizona did not have a current address for you. To change your address information go to UAccess. Once your address is changed, contact us to request your 1098-T.
  • The amount of qualified tuition and related expenses paid during the calendar year was zero.
You can view your 1098-T in UAccess. In the finances section, select other financial, 1098-T Forms. You will be directed to Heartland ECSI, our 1098-T provider.
Check UAccess for your account transactions.
The 2017 1098-T includes the period from 1/1/2017 through 12/31/2017. Reporting activity on a calendar year basis can create a timing difference on the student's 1098-T which is most apparent during the first and fourth year of attendance. This difference can be caused by Spring semester activity being posted in different calendar years. Payments for tuition may be made in December, approximately 1.5 months prior to the beginning of the term, and the associated scholarships and grants are posted by the Office of Scholarships and Financial Aid in January of the following year. The IRS requires institutions to report on form 1098-T in this manner.
The purpose of the 1098-T is to help you and/or your tax professional determine if you are eligible for the American Opportunity Credit or the Lifetime Learning Credit. The 1098-T is just informational.
The amounts on your 1098-T form are for your information and may or may not be what you report on your federal tax return. Please consult your payment records and your tax professional.
Additional information concerning the American Opportunity Credit and the Lifetime Learning Credit is available in IRS publication 970, Tax Benefits for Higher Education. You may also refer to the IRS Tax Trails - Deduction for Higher Education Expense for online and interactive assistance. Other questions concerning eligibility should be directed to your tax professional. The University cannot offer tax or legal advice.
Yes, the person claiming you as a dependent can take the credit if you are otherwise eligible.
The IRS does not require the University to file a Form 1098-T for foreign students who are not US residents for tax purposes. This is because non-resident alien students are not eligible for education tax benefits. However, the University cannot definitively determine which foreign students are residents for tax purposes. Also, the IRS does require the University to provide a 1098-T to a non-resident alien student who requests one. For these reasons, we provide 1098-T forms to all students who have a tax identification number on file with the UA, including foreign students who may or may not be eligible for an education tax benefit.

The University of Arizona issues an IRS form 1098-T to students who may be eligible for the American Opportunity Credit or the Lifetime Learning Credit when filing a tax return per IRS requirements. Section 6109 of the Internal Revenue Code requires you to provide your correct SSN or TIN to persons who must file information returns with the IRS (such as the University of Arizona). Failure to provide your SSN or TIN to us may result in you receiving an IRS penalty of $50.

In order to comply with IRS regulations, you will need to submit a Change of Personal Information (including your signature) and present your social security card or TIN card or a legible copy of the card to the Office of the Registrar. The office is located in the Administration Building and is open 8:00 am to 4:45 pm Monday through Friday. If sending by US Mail, send to: Office of Registration and Transcripts, Administration Building, PO Box 210066, Tucson AZ 85721-0066. Fax the same information to: 520-621-8944. All documentation must be legible if sent by fax.  If you are an International Student, the Change of Personal Information is processed through the International Student Programs and Services Office at 915 N. Tyndall Ave (520-621-4627).

If you are nonresident alien and do not have a TIN and will not file a U.S. tax return, this does not apply to you.