The 1098-T can only be viewed through the student's login. Please make sure to disable any pop-up blockers within your browser settings so that your 1098-T may load properly.
** Please note – If you are viewing your 1098-T form(s) for the first time in your portal, you may see the following message: “You have not consented to receive your 1098-T via on-line access. Select the Grant Consent push button to allow on-line receipt.” Once you click the “Grant Consent” button, you will be able to view your 1098-T form(s).
Box 5 on the 1098-T reflects the total of all scholarships or grants from the tax year.
*Due to a change to institutional reporting requirements under federal law, beginning with tax year 2018, we will report in Box 1 the amount of qualifying tuition and related expenses you paid during the year, as opposed to the reported Box 2 (amounts billed) in tax years of 2017 and prior.
For 2018 and forward only: Box 1 shows the total payments received from any source for qualified tuition and related expenses. Please visit the Tax Credit Information page for more information.
For 2017 and prior years only: Charges for the spring semester were typically billed the December before the semester began if the student had already registered for courses. If Box 7 has a checkmark, the amount in Box 2 includes charges for the following spring semester. Likewise, charges from spring of that calendar year may not be included, as those could appear on your prior year 1098-T form. Please view the Amount Billed Details to determine what charges are on your 1098-T.
Illinois State University cannot provide tax advice. To determine your eligibility for an educational tax credit, please refer to irs.gov and see IRS Publication 970: Tax Benefits for Education, Form 8863: Education Credits, and discuss any potential tax implications with your tax advisor. You can also contact the IRS by calling 1-800-TAX-1040 or 1-800-TAX-FORM.