Frequently Asked Questions
Frequently Asked Questions
1098-T FAQs
What is a Form 1098-T?
The University of Central Florida (UCF) is required to file a Form 1098-T Tuition Statement with the Internal Revenue Service for UCF students who made payments for qualified tuition and related expense during the calendar year. The Form 1098-T is used to compute eligibility for education related tax credits.
BOX 1 will include total payments made during the calendar year for Qualified Tuition & Related Expense. Payment made for tuition will include most tuition related charges on the student account except for the following:
- Transportation Access Fees
- Health Fees
Non-Qualified Expenses not included in Box 1 are: Housing/Residence Hall, Meal Plan, Books (Short Term Advances & Textbook Purchase Program), Parking, Health and other miscellaneous payments.
When will my Form 1098-T be available?
Students who elect to receive an electronic Form 1098-T may access it via the myUCF Portal any time after January 25th (estimated date). Otherwise, a paper copy will be sent via the U.S. Postal Service no later than January 31st to the mailing address.
Why did I not receive a Form 1098-T?
There are several possibilities:
- You did not enroll in courses at UCF during the January 1st through December 31st calendar year.
- You did not have any payments to report for Qualified Tuition and Related Expense.
- Your paper copy of the Form 1098-T was mailed to the mailing address on record and returned by the Postal Service.
How do I view, print and download my 1098-T Tuition Statement?
- Log into the MyUCF Portal.
- Click on Student Self Service.
- Scroll to the Finances Section.
- Click on 1098-T Tax Management.
- Click on the Opt-In Icon.
- Click on the View Print Form Icon. This brings you to the ECSI website.
- Click on My Tax Information.
- Select the year to view.
How do I consent to receive my Form 1098-T electronically?
To Opt In for electronic delivery:
- Log into the MyUCF Portal.
- Click on Student Self Service.
- Scroll to the Finances Section.
- Click on 1098-T Tax Management
- Click on the Opt-In Icon
Can I get a copy of Form 1098-T for prior years?
Yes. All years which you qualified for a form will be accessible by you online when you opt in for E-delivery.
How do I update my permanent and mailing addresses?
Remember to keep your contact information current in the UCF portal as follows:
- Log into the myUCF portal.
- Under Student Self Service, select Personal Information.
- In the Personal Information box, select Home and Mailing Addresses.
- Select the Edit box and update your permanent and mailing address information.
My address has changed and is now different than the one listed on my Form 1098-T. Will this affect me?
No. The address shown on Form 1098-T will not affect you for Internal Revenue Service income tax filing purposes.
The Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) on my Form 1098-T is missing or incorrect. What should I do?
Reporting to the Internal Revenue Service depends primarily on your SSN/ITIN. It is very important for you to have the correct information on file with the university.
Follow these steps to have a corrected Form 1098-T generated:
- Download and complete the Request for Student’s or Borrower’s Taxpayer Identification Number and Certification (W-9S) Form.
- Submit the completed form to UCF Registrar’s Office for processing.
- Contact Student Account Services once updated for a revised Form 1098-T.
I completed courses or a training program through UCF Continuing Education. Why do I not have a 1098-T?
The courses and training offered by UCF Continuing Education are for non-credit programs. As a result, per current Treasury Regulations, we do not include information pertaining to those courses on IRS Form 1098-T. For detailed information consult IRS Publication 970, Tax Benefits for Higher Education.