1098-T Educational Expenses Tax Document

**We CANNOT give any tax advice, instruction, or suggestions of any kind.**

Please refer inquiries to your financial advisor or to the IRS website for further clarification.

Current News:

Only payments posted on Webraider Portal in 2021 are considered for the 2021 1098-Ts.
2021 1098-T tax documents can be accessed online if the Global Electronic Consent (GEC) has been completed.

  • Students can log into Webraider Portal to retrieve their 1098-T.
  • Student Business Services will mail out 1098-T tax documents to the address on file at the end of January for students who did not complete the GEC.
  • Only payments posted to QTRE between Jan 1, 2021 to Dec 31, 2021 will be included

1098-T ONLINE ACCESS INFORMATION & STEPS:

  1. Click on the HSC MyTech tab in  Webraider Portal
  2. Click on the Student Business Services link under Manage My Finances.
  3. Click on the 1098T - View and Print link
  4. A new window will open your personal 1098-T page
  5. Select the appropriate year & click on Review Form

PLEASE NOTE/ITEMS OF INTEREST:

  • In years previous to 2018, your 1098-T included a figure in Box 2 that represented the qualified tuition and related expenses (QTRE) we billed to your student account for the calendar (tax) year. Due to a change in reporting requirements under federal law, beginning with tax year 2018, Box 1 reports the amount of QTRE you paid during the year.
  • The effect of this change resulted in the 2018 1098-T reflecting all payments we received on your account related to 2018 QTRE, if those payments were received between January 1, 2018 and December 31, 2018. Any payments associated with spring 2018 charges that were paid prior to January 1, 2018 were not reflected on your 2018 1098-T.
  • Depending on your income (or your family's income, if you are a dependent), whether you were considered full or half-time enrolled, and the amount of your qualified educational expenses for the year, you may be eligible for a federal education tax credit. (You can find detailed information about claiming education tax credits in IRS Publication 970)
  • The dollar amounts reported on your Form 1098-T may assist you in completing IRS Form 8863 – the form used for calculating the education tax credits that a taxpayer may claim as part of your tax return.
  • Texas Tech University is unable to provide you with individual tax advice, but should you have questions, you should seek the counsel of an informed tax preparer or advisor.

Reporting by PAYMENTS 2018 IRS requirement:

Texas Tech University began reporting by Payments received for the 2018 calendar year. The payments are those for Qualified Tuition and Related Expenses (QTRE) - FAQ below has a breakdown of Qualified and Non-Qualified Expenses (excludes housing, meals and other items). We will only be reporting payments posted in the calendar year 2018; However, Spring 2019 charges are considered QTRE for 2019 so any payments received in 2018 for those charges will not be reported on your 1098-T. As always, payments reported on a 1098-T are based on receipt during the calendar/tax year.

  • 2017 and prior - we reported by charges billed in those respective calendar years (not necessarily when the semester occurred.)

Students who meet citizenship requirements will be issued a 1098T if they meet the enrollment and other reporting criteria. Taxpayers are required to provide their SSN/TIN for tax reporting purposes or they may be issued a fine from the IRS not to exceed $50 per occurrence. To access your 1098T online, we must have a valid SSN/TIN on file. If you need to provide updated information, please deliver a copy of the official document either in person at Registrar's office – ACB 2nd Floor or via email Registrar@ttuhsc.edu. The University Registrar Office can be reached at 806.743.7347.

Questions regarding your HSC 1098T can be emailed to 1098T@ttuhsc.edu

FAQ:

How can I get a duplicate of my current 1098-T?
  • Beginning February 14th, requests for a duplicate 1098-T can be made by emailing 1098T@ttuhsc.edu from your TTUHSC email account. Please include your student R# in your email.
Why didn't I receive a 1098-T?
  • You may not have received a 1098-T if you have moved and not changed your address in Webraider Portal prior to the first week of January. To find out if we received a returned 1098-T for you, starting Feb. 14th, you can email us or call our office at 806.743.7867. You may also use the steps above to retrieve the document online with Webraider Portal.
  • You may not have had any payments to current QTRE items or any payments on your account in 2021.
When will I receive my 1098-T form?
  • Federal regulations mandate these items to be postmarked no later than January 31st to all eligible students with a valid Social Security number on file and an address in the United States. Online access to this document may be available before that via Webraider Portal
Why is the TIN/SSN field blank on my 1098-T form?
  • We must file a 1098-T for you even if you did not share your Social Security Number (SSN) with Texas Tech University and it is not included in your student record.
  • To add your SSN to the document, you must share your Social Security Card with the University Registrar's Office, either in person (ACB Building – Lubbock) or via email - Registrar@ttuhsc.edu . The University Registrar Office can be reached at 806.743.7347. After doing so, you must notify Student Business Services so that we know to update your 1098-T.
What payments are included in Box 1? What is QTRE "qualified tuition and related expenses?"
  • Qualified tuition and related expenses (QTRE) are those that a student must pay that are within the IRS guidelines. This is a chart of Qualified Expenses vs. Not-Qualified Expenses for your reference. Only payments that pay QTRE will show in Box 1.
  • Qualified Expenses
  • Tuition
  • Mandatory Fees
  • Special Instruction Fees (with some exceptions)
  • Elect to Pay Fee
  • Program Fees
  • Professional Program Fees
  • Orientation Fee
  • Consortium Fee
  • Non-Qualified Expenses
  • Health Insurance (if required)
  • ID replacements
  • Medical Services Fee
  • Screening & Immunize Fee
  • Long Term Disability Insurance

 
Why aren't my payments for Spring 2021 included in Box 1?
  • Payments made for Spring 2021 charges made prior to January 1, 2021 will not be included in the 2021 1098-T form
Am I eligible for a tax credit?
  • Employees of Texas Tech University cannot offer assistance with tax form preparation, nor supply advice on what can or cannot be claimed. Please do not contact the university for that purpose.
The responsibility for your individual tax circumstances rests with the taxpayer alone, and Texas Tech University is not responsible for your interpretation of this information. You are encouraged to refer to federal Publication 970 from the IRS.