Skip to body

Student Accounts

1098T Tax Credit Information

In previous years, 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 to institutional reporting requirements under federal law, beginning with tax year 2018, we will report in Box 1 the amount of QTRE you paid during the year.

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, page 9.)

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.

Central Washington 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 adviser.

For more information about Form 1098-T, visit https://www.irs.gov/pub/irs-pdf/f1098t.pdf.

 
1 Start 2 Complete

There are a variety of tax credits, deductions and savings plans available to taxpayers to assist with the expense of higher education. You may be eligible for one or more of the following:

CWU creates 1098T forms in late January and makes them available to students through their MyCWU access. When students do not consent to view their 1098T information online, CWU mails the 1098T to the home address on file before the end of January. CWU cannot create a 1098T for a student unless their social security number is on file. We can manually create a 1098T if a student does not have a social security number but has a tax ID number and submits the number to us. To add a social security number to your record, please print IRS Form W-9 and submit it to the Student Accounts Office: https://www.irs.gov/pub/irs-pdf/fw9.pdf. To use a tax ID number for 1098T production, please print IRS Form W-9s and submit it to the Student Accounts Office: https://www.irs.gov/pub/irs-pdf/fw9s.pdf.

Please visit the IRS website for more information on these tax credits and other deductions.

You can use the IRS’s Interactive Tax Assistant tool to help determine if you’re eligible for educational credits or deductions, including the American Opportunity Credit, the Lifetime Learning Credit and the Tuition and Fees Deduction.

Please contact CWU Student Accounts at 509-963-3546 if you have questions or concerns.


 

 

1098-T Form for Qualified Tuition Expenses:

Please visit the IRS website for more information on these tax credits and other deductions.

You can use the IRS’s Interactive Tax Assistant tool to help determine if you’re eligible for educational credits or deductions, including the American Opportunity Credit, the Lifetime Learning Credit and the Tuition and Fees Deduction.

Take the Next Step to Becoming a Wildcat.

Admissions@cwu.edu