2022 1098-T Forms
The 2022 1098-T will be printed and mailed by January 31, 2023 for students with qualifying transactions if they opted out of the electronic 1098-T option during onboarding. If you opted for an electronic 1098-T, you can access, view and print your 1098-T by January 20th, earlier than the paper mailed forms in Workday. (NOTE: The Form 1098-T will be issued to international students with a US Social Security Number. International students should select the electronic delivery option and requests must be submitted annually. You can submit a request through Workday by selecting the Student Account application and clicking on the1098-T Form Request link.)
2022 1098-T FAQs
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. Brandeis staff are not tax professionals and are not allowed to give advice on how to file your taxes. We recommend you review the IRS.gov website, particularly Publication 970, or consult a tax professional. Our office can provide details on the figures reported as needed.
What information is on the 2022 1098-T?
Shows the total payments received by an eligible educational institution in 2022 from any source for qualified tuition and related expenses less any reimbursements or refunds during 2022 that relate to those payments received during 2022.
Box 2 is blank intentionally.
Box 3 is blank intentionally.
Adjustments made for a prior year:This box: reflects refunds or reimbursements made in 2021 that relate to payments received and reported to the IRS in any prior year.
Scholarships or grants: reflects the total scholarships and grants posted to the student account in calendar year 2021.
Adjustments to scholarships or grants for a prior year: reflects reduction in scholarships and grants made during the 2021 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.
For 2021 1098-T forms, Brandeis is required to report payments which posted to the student’s account during calendar year 2020 and were applied to Qualified Education Expenses in Box 1.
Only payments received by December 31, 2021 will appear on the 1098-T.
Only Tuition and mandatory fees are considered qualified education expenses by the IRS. Housing, Meals, Insurance, and punitive fines or elective charges are not qualified education expenses.
Payments include: all personal and third party payments paid to the account as well as federal and private loans, 529 plan payments, monthly payment plan payments, tuition remission, and all scholarships and grants.
Scholarships and grants posted to the student’s account in calendar year 2021 must also be reported in Box 5.
Please keep in mind, the 1098T is a tool to assist you but may not display the exact figures you paid or amounts you should claim for an education tax credit. This is due to several reasons. First, due to separate regulations that govern Financial Aid; scholarships and grants cannot disburse to the student’s account until 10 days prior to the start of the semester. This means that the payment received during a calendar year may not match the year for which you are trying to file taxes.
How do I view my 1098T?
To view your 1098-T:
- Log into Workday: https://wd5.myworkday.com/brandeis/d/home.htmld
- Select the Student Account app from the menu.
- Select the "View My 1098-T" link from the 1098-T Options menu at the bottom of the screen. Confirmthe
calendar year and select OK.
- The information for each box on the 1098-T form will be listed on the screen.
How do I print my 1098T?
To print your 1098-T form.
- If you are already in the View option, select the Print 1098-T button.
- Select Done on the next page.
- Your 1098-T will be available as a pdf file in your Workday Notifications . You can then print, save or forward the form to parents or tax professionals as needed.
- From the Student Account Worklet, select the “Print My 1098-T” link on the right hand side of the screen.
- Select the 2021 calendar year and OK button.
- Select Done on the next page.
- The 1098-T will be available as a pdf file in your Workday Notifications . You can then print, save or forward the form to parents or tax professionals as needed.
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 2022 1098-T in Workday??
2021 1098-T forms were generated for any U.S. citizen or permanent resident with qualifying transactions. 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. If you have a Social Security Number or ITIN, but are not a U.S. citizen or permanent resident, you can request a 1098-T by sending an e-mail to email@example.com.
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