Form 1098-T is an IRS (Internal Revenue Service) form provided to students who enroll in classes at the University of Denver. The 1098-T form may assist you in determining eligibility for 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. The 1098-T form may assist you in determining eligibility for tax credits or deductions.

Education tax credits were created as a result of the Taxpayer Relief Act of 1997. More information regarding these 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.

No. The University of Denver cannot provide tax advice. The 1098-T form should not be considered as tax opinion or 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.

The amount reported in Box 1 includes all forms of payments that are not exclusively for room and board up to the amount billed for qualified tuition and related expenses in calendar year 2018. 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.

Universities are required to report either amounts billed for qualified tuition and related expenses in the calendar year (Box 2) or payments received for qualified tuition and related expenses in the calendar year (Box 1). As of 2018, the University of Denver reports payments received in Box 1, rather than amounts billed in Box 2. The University will not fulfill any requests for forms to be printed with amounts in Box 2.

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

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.

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

Yes! To view your 1098-T form and 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 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.

The IRS requires universities to report on a calendar year, rather than academic year. Therefore, the amount reported in Box 2 includes any amounts billed in calendar year 2018 for Winter Quarter 2019. The amount reported in Box 5 also includes any scholarships and grants credited in calendar year 2018 for Winter Quarter 2019.

For students enrolled in only Winter Quarter 2018 and prior, the amount reported in Box 1 may be blank if tuition and related expenses for Winter Quarter 2018 were billed in December 2017. Box 5 may be blank if scholarships and grants for Winter Quarter 2018 were credited in December 2017. Even though the amount in Box 1 is blank, payments made in 2018 may need to be considered when calculating any education tax credits or deductions.

You have not provided your social security number to the University.

The University is required to collect your correct social security number (SSN) to file 1098-T information with the IRS. To update your SSN with the University, log into PioneerWeb, and go to the Student tab | Student Information | Update Social Security/Taxpayer ID Number.

DU's tax ID is 84-0404231.

Yes! To view your 1098-T form and 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 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.

• 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.

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.

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

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