2016 1098-T Forms
Brandeis can only answer questions related to how the form was prepared. The tax payer should review relevant IRS forms and publications for explanations relating to eligibility and calculating any allowable education tax credit.
Please be advised as to who can view and receive 1098Ts due to FERPA regulations.*
IRS Publication 970 on the IRS.gov website details Tax Benefits for Education.
Paper forms will be postmarked by January 31, 2017. Paper forms were mailed to the permanent address on record in sage. You can also access a pdf of the form through Sage self service.
- Log into sage at https://www.brandeis.edu/sage
From the Student Center, select "View 1098-T" in the other financial drop down menu in the Finances section.
Select 2016 from the Tax Year Column. This will open a pdf of the 2016 1098-T in a new window.
What information is on the 2016 1098-T?
Box 1 is blank intentionally.
For calendar year 2016, IRS regulations require schools to report either Box 1 or Box 2 amounts for qualified tuition and related expense. Brandeis has always reported Box 2 and cannot change our reporting method without authorization from the IRS. This would result in Box 3 being checked off.
Box 2 Amounts billed for qualified tuition and related expenses: reflects qualified expenses (tuition and required fees) that were posted to the student account in calendar year 2016. This may include charges for the term beginning in January 2016 if they were charged in 2016. For most students Spring 2016 semester charges were billed in November 2015 and will appear on the 2015 1098-T form. Spring 2016 semester was billed in November 2015 and would appear on the 2015 1098-T form.
Box 4 Adjustments made for a prior year: reflects reduction in charges made during the 2016 calendar year that related to amounts reported on a prior year’s 1098-T. This could affect a tax credit for a prior year, please consult with your tax preparer or the IRS.
Box 5 Scholarships or grants: reflects the total scholarships and grants posted to the student account in calendar year 2016.
Box 6 Adjustments to scholarships or grants for a prior year: reflects reduction in scholarships and grants made during the 2016 calendar year that related to amounts reported on a prior year’s 1098-T. This could affect a tax credit for a prior year, please consult with your tax preparer or the IRS.
2016 1098T FAQ
Am I eligible for a tax credit?
Brandeis staff members are not tax professionals and we cannot provide tax advice or determine eligibility. We can provide you information from your student account and explain the data reported on the 1098T form. You should use this information with your personal payment records to determine your eligibility. Questions regarding eligibility and allowable tax credits should be directed to the IRS or your tax professional.
Why don't I have a 2016 1098-T in sage self service?
2016 1098-T forms were generated for any US citizen or non- resident with a valid Social Security Number or Tax Identification Number on file with the Registrar’s office. If you have a valid Social Security Number or ITIN that is not listed with the Registrar you must complete a W-9S and return it to our office.
Why are the payments I made in 2016 not reflected on my 2016 1098-T?
The IRS gave institutions the option to report either Payments Received or Amounts Billed. Brandeis University chose to report Amounts billed. Your eligibility for tax benefits is not affected by the option a school uses to report.
*Who can access the 2016 1098-T form in sage?
Currently only students can access the 1098-T form. The student can access it and save the pdf to print or email to a parent tax payer if necessary. Proxies do not have access to the 1098-T form through their sage access but can get the pdf from the student or from Student Financial Services. Parents who are not proxies must have the student get the form through sage self service.