1098T Online

Receive your 1098T tax form online – it’s easy!  You receive this form for tax purposes (includes your billed tuition and scholarships and grants).

Easy to Sign Up:

  1. Go to https://truview.truman.edu and log-in.
  2. Click the Student Tab at the top.
  3. In the Student Finances section, click on 1098T Tax Online Option.
  4. Read and review, click “I agree”, then the “Confirm” button.

You will receive an email at your Truman email address when your 1098T is available (by January 31).  You’ll have access to your form any time of the day or night once it is created and can print it via TruView when needed.  Since your form will be available to you online, a printed copy will not be mailed to your permanent address.

Sign up for the online 1098T form before you give your parent(s) online access to the form.

Easy to Give Parent(s) Online Access:

  1. Go to https://truview.truman.edu and log-in.
  2. Click the Truman Tab at the top.  In the Update and View My Personal Information section, click on Manage Parent Web Access and then click Assign Parent Web Access.
  3. Click your parent(s) name and select the “yes” button for the 1098T Tax Form.

An email will be sent to you and your parent(s) verifying online access.

Please note that the release of 1098T information is governed by federal privacy laws (FERPA) and cannot be given to parents or tax preparers without the student’s express authorization.

1098-T Information

The federal tax code, administered by the Internal Revenue Service (IRS), has provided for a number of education tax benefits.  Full information on these tax benefits may be found in IRS Publication 970.

Here is some information on what may be found on the 1098-T form:

Box 2 – Amounts billed for qualified tuition and related expenses:

  • The IRS defines this as “tuition, fees, and course materials required for a student to be enrolled at or attend an eligible educational institution.”  Please note that housing costs and books are not included in this amount.

Box 4 – Adjustments made for a prior year:

  • If there is a change in enrollment information that creates a change in billed tuition after the previous year’s 1098-T was generated that amount will be recorded here.

Box 5 – Scholarships or grants:

  • The IRS defines this as “all payments received from third parties (excluding family members and loan proceeds).  This includes payments received from governmental and private entities such as the Department of Defense, civic, and religious organizations, and nonprofit entities.”

Box 6 – Adjustments to scholarships or grants for a prior year:

  • If there is a change in scholarship information that creates a change in recorded payments after the previous year’s 1098-T was generated that amount will be recorded here.

The Student Accounts Section of the Business Office is happy to assist students to obtain information needed for tax preparation, but is not able to provide tax advice.  Please consult the Internal Revenue Service and your tax preparer for assistance in preparing your tax return.

1098-T Frequently Asked Questions

Q.  What is the 1098-T tax form?

A.  The 1098-T tax form is an Internal Revenue Service (IRS) tuition statement which is intended to help students file their federal income tax return. Truman State University offers the form online to students who have opted-in for this service and mails paper copies to those who did not opt-in for the online version and also reports this information to the IRS.  Students need to keep the 1098-T tax form for their records.

Q.  How do I opt-in to receive my 1098-T tax form online?

A.  It’s easy to sign up:

  • Click the Student Tab at the top.
  • In the Student Finances section, click on 1098T Tax Online Option.
  • Read and review, click ‘I agree’, then the ‘Confirm’ button.

Q.  I can’t find my 1098-T. Where can I get a copy?

A.  If you opted-in to receive your 1098-T online, you can view it 24 hours a day, 7 days a week via TruView, Student Tab, Student Finances section, click on ‘1098-T Notification’ and enter the year you want to view. If you did not opt-in for the online version, you can contact the Student Accounts at 660-785-4074.

Q.  The amount reported on the 1098-T doesn’t match the amount I paid. Why?

A.  Truman State University reports ‘Amounts Billed’, Box 2 on the 1098-T tax form. We do not report ‘Payments Received’.  Truman State University uses the ‘Billing Date’ for eligible tuition and fees.  The amount reflected on the tax form will reflect registration activity during the calendar year.

Q.  Why is Box 1 blank?

A.  Truman State University, like many other universities, does not use Box 1. Instead, Box 2 is used to report students billed tuition and qualified fees which does not include room, food and books.

Q.  Why does Box 2 not include last spring’s tuition?

A.  Truman State University is required by the IRS to report the registration during that tax year it happened and not the academic year. Since we bill for spring tuition in December for pre-registered students, it is reported with the prior tax year.  Therefore, students need to look on their prior year’s form.

Example:  Student was pre-registered for classes for spring 2017.  This means his/her classes were billed in December 2016 or during the 2016 tax year and would have been included in the student’s 2016 1098-T tax form.

Q,  Why is Box 2 blank but an amount is listed in Box 5?

A.  As noted in the answer above, class registration is listed in the tax year it happens. The same goes for scholarships and grants.  Since they usually disburse to the student account in January, they are listed on the 1098-T tax form for that year.

Q.  Are my loans included on the 1098-T?

A.  Only scholarship and grant amounts are reported in Box 5 and Box 6. Student loans are not included on the 1098-T.

Q.  What expenses qualify for the American Opportunity or Lifetime Learning Credits?

A.  You should contact your tax preparer or the IRS if you have questions concerning how to use the 1098-T tax form for your taxes. There are several good websites that have helpful information on how to use the credit such as www.irs.gov.  Use search criteria American Opportunity credit or Lifetime Learning Credits.