Tax Information and Assistance

By law, the University of Denver is required to furnish form 1098-T each tax year to enrolled students who are US citizens or permanent residents. This form may assist you in determining eligibility for education tax credits or deductions.

Form 1098-T is sent each year to any student who had qualified tuition and related expenses charged to their account in the preceding calendar year.

More information regarding tax credits and deductions is available at the IRS website or by calling 1-800-TAX-FORM. IRS Publication 970, Tax Benefits for Education and IRS Form 8863, Education Credits are particularly helpful.

The University of Denver cannot provide tax advice. Please refer to relevant IRS forms and publications or consult a tax advisor, not the University of Denver, for explanations regarding eligibility for and calculations of any allowable tax credits or deductions.

Using Form 1098-T

The information that universities are required to provide on Form 1098-T does not necessarily correspond to the information you may need to calculate any education tax credits or deductions for which you may be eligible. Universities are required to report payments received for qualified tuition and related expenses in the calendar year (Box 1).

The IRS requires universities to report on a calendar year, rather than academic year. Therefore, the amount reported in Box 1 includes any amounts billed in calendar year 2020 for Winter Quarter 2021 or Spring Semester 2021. The amount reported in Box 5 also includes any scholarships and grants credited in calendar year 2020 for Winter Quarter 2021 or Spring Semester 2021.

The IRS requires universities to reduce the amount of billed charges by any tuition waiver proceeds. If you received any type of tuition waiver during the calendar year, you will see a reduction in the amount of charges reported in Box 1.

You may view an itemized listing of the financial activity found on your 1098-T form through PioneerWeb. See instructions below.

  • How to View Your 1098-T Form Online

    To view your 1098-T form:

    1. Log into DUPay
    2. Select the My Account | Statements | 1098-T Tax Statement
    3. Select the action icon next to the year you would like to see
    4. Select View

    To view your more detailed information online:

    1. Log into PioneerWeb
    2. Select the myWeb tab
    3. Expand the myWeb menu
    4. Select Student
    5. Select Student Account
    6. Select Tax Notification
    7. Enter the tax year to view and click Submit

    The supplemental 1098-T form for the selected tax year will display. Detailed information can be viewed by scrolling down the page or clicking the amounts in the 1098-T form. You may print the form from your web browser to assist you in your tax preparation.

  • 1098-T Form Delivery

    1098-T forms are located in DUPay under My Account | Statements | 1098-T Tax Statement.

    Per IRS regulations, 1098-T forms are only sent to US citizens and permanent residents. If you are not a US citizen or permanent resident, you may request a 1098-T by emailing the Bursar's Office at bursar@du.edu.

    If you do not receive your 1098-T form by January 31, or if your address has changed, please contact the Bursar's Office.

    You can view supplemental information about your student account that was used to calculate your 1098-T form online through PioneerWeb.

  • Social Security Numbers

    By law, you are required to provide your correct Taxpayer Identification Number (Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN)) to persons who are required to file information returns with the IRS. If you fail to furnish your correct SSN or ITIN to the University of Denver, you are subject to a penalty of $50 imposed by the IRS unless your failure is due to reasonable cause and not to willful neglect. Periodic reviews will be done by the University to check for students without SSNs on file. Those students will be sent requests to submit SSN information online through PioneerWeb or to submit a completed IRS Form W-9S, Request for Student's or Borrower's Taxpayer Identification Number and Certification.

    To update your SSN with the University, log into PioneerWeb, and go to the Student tab | Student Information | Update Social Security/Taxpayer ID Number.

    Alternatively, you can complete and submit Form W-9S, which can be found on the IRS website, http://www.irs.gov/pub/irs-pdf/fw9s.pdf. Completed forms should be delivered to the Bursar's Office. Forms can be delivered in person, mailed via US Mail, or faxed to 303-871-4401.

Form 1098-T Frequently Asked Questions

General Questions

  • Why didn't I get a 1098-T Form?
    • You are not a US Citizen or Permanent Resident;
    • You did not have had a valid address on file with DU on January 1; or
    • You did not have any qualified tuition or related expenses charged to your account in the calendar year.

    Please note, 1098-T notifications are sent electronically to your DU email address.

    If you feel you should have received a 1098-T form and did not, please call 303-871-4521.

  • Can I have my 1098-T form sent via U.S. mail?

    1098-T forms are loaded electronically to your DUPay. If you prefer to have future 1098-T forms mailed to you, you must notify the Bursar's Office in writing. The form will be mailed to the address the University has on file for you as of January 1. The online copy of the form shows the address your form was mailed to.

  • Do I submit the 1098-T form with my tax return?

    Taxpayers are not required to submit the 1098-T form with their tax return. This document should be kept with your personal records.

  • Can you send a 1098-T form directly to my tax preparer?

    No. You must provide your preparer with a copy of the form.

     

Filling Out the Form

  • What does an amount in Box 1 mean?

    The amount reported in Box 1 is the total amount of payments received for qualified tuition and related expenses from all sources during calendar year 2020. The IRS rules define qualified tuition and related expenses as tuition and fees required for enrollment. Qualified expenses do not include room and board, health insurance, medical expenses or other personal expenses. Additionally, if you received any type of tuition waiver during the calendar year, the amount of charges reported in Box 1 will be reduced by the amount of tuition waiver proceeds.

  • Why are Boxes 2 & 3 blank?

    Boxes 2 & 3 is reserved for future use by the IRS; there are no current reporting requirements to be completed in Box 2 or 3.

  • What does an amount in Box 4 mean?

    The amount reported in Box 4 includes adjustments during the calendar year for tuition and related expenses that were reported in prior calendar years.

  • What does an amount in Box 5 mean?

    The amount reported in Box 5 includes all grants, scholarships, and waivers administered and processed by DU’s Financial Aid Office, as well as payments received by the university from governmental agencies for VA, ROTC, or other similar benefits in the calendar year.

    It does not include outside scholarships that are not processed through DU’s Financial Aid Office. However, those amounts may need to be considered when calculating education tax credits or deductions.

    In addition, the scholarship and grant amounts reported in Box 5 may include scholarship amounts for room and board, which may not need to be considered when calculating education tax credits or deductions.

  • What does an amount in Box 6 mean?

    The amount reported in Box 6 includes adjustments during the calendar year for scholarships and grants that were reported in prior calendar years.

  • What is DU's tax ID/filer ID/EIN?

    DU's tax ID is 84-0404231.

  • Why didn't I get a 1098-T Form?
    • You are not a US Citizen or Permanent Resident;
    • You did not have had a valid address on file with DU on January 1; or
    • You did not have any qualified tuition or related expenses charged to your account in the calendar year.

    Please note, 1098-T notifications are sent electronically to your DU email address.

    If you feel you should have received a 1098-T form and did not, please call 303-871-4521.

  • Can I have my 1098-T form sent via U.S. mail?

    1098-T forms are loaded electronically to your DUPay. If you prefer to have future 1098-T forms mailed to you, you must notify the Bursar's Office in writing. The form will be mailed to the address the University has on file for you as of January 1. The online copy of the form shows the address your form was mailed to.

  • Do I submit the 1098-T form with my tax return?

    Taxpayers are not required to submit the 1098-T form with their tax return. This document should be kept with your personal records.

  • Can you send a 1098-T form directly to my tax preparer?

    No. You must provide your preparer with a copy of the form.