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?
  1. Log into the MyUCF Portal.
  2. Click on Student Self Service.
  3. Scroll to the Finances Section.
  4. Click on 1098-T Tax Management.
  5. Click on the Opt-In Icon.
  6. Click on the View Print Form Icon. This brings you to the ECSI website.
  7. Click on My Tax Information.
  8. Select the year to view.
How do I consent to receive my Form 1098-T electronically?

To Opt In for electronic delivery:

  1. Log into the MyUCF Portal.
  2. Click on Student Self Service.
  3. Scroll to the Finances Section.
  4. Click on 1098-T Tax Management
  5. 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:

  1. Log into the myUCF portal.
  2. Under Student Self Service, select Personal Information.
  3. In the Personal Information box, select Home and Mailing Addresses.
  4. 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:

  1. Download and complete the Request for Student’s or Borrower’s Taxpayer Identification Number and Certification (W-9S) Form.
  2. Submit the completed form to UCF Registrar’s Office for processing.
  3. 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.