NOTE: The information below is for U.S. citizens and resident aliens.
International students should refer to UA’s International Tax website.
An enrolled student, or the person who can claim the student as a dependent, may be able to claim an education credit on Form 1040. The Form 1098-T is a statement provided by the educational institution, which is required to support any claim for an education credit.
The University of Alabama 1098-T Forms are issued by the office of Student Account Services no later than January 31st for the preceding calendar (tax) year. For students who have opted-in for electronic delivery, the 1098-T will be available online. See instructions on “How do I access my 1098T (Tuition Tax Statement)?” at the following link: https://studentaccounts.ua.edu/frequently-asked-questions/
If a student did not opt-in for electronic delivery, the Form 1098-T will be mailed to the student’s permanent address.
For questions about your 1098-T Form, please contact:
Reporting method change for 2018: In previous years, your 1098-T included a figure in Box 2 that represented the qualified tuition and related expenses (QTRE) 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.
The dollar amounts reported on your Form 1098-T may assist you in completing IRS Form 8863 – the form used for calculating education tax credits that a taxpayer may be able to claim as part of the tax return.
To see if you qualify for a credit, and for help in calculating the amount of your credit, refer to IRS Pub. 970, Tax Benefits for Education, Form 8863 and Instructions, and the filing instructions for Form 1040, available on the IRS website www.irs.gov.
The University of Alabama 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.