2018 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 see 2018 1098-T FAQ 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, 2019. 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.  

What information is on the 2018 1098-T?

Box 1

For calendar year 2018, IRS regulations require schools to report Box 1 amounts paid for qualified tuition and related expenses.  This reflects payments received for qualified expenses (tuition and required fees) from all sources during the 2018 calendar year.  This amount is not reduced by scholarships and grants reported in Box 5. 

Box 2  is blank intentionally.

2018 is the first year the IRS is requiring all schools to report payments received. 

Box 3

The IRS has required all schools to report the Payments Received Method starting in 2018. Since we previously reported Amounts Billed we have checked this box to reflect the change in reporting method.

Box 4

Adjustments made for a prior year: This box: reflects refunds or reimbursements made in 2018 that relate to payments received and reported to the IRS in any prior year.  Since we did not report payments received before 2018 there will be no payments adjustments in this Box for 2018.

Box 5

Scholarships or grants: reflects the total scholarships and grants posted to the student account in calendar year 2018. 

Box 6

Adjustments to scholarships or grants for a prior year: reflects reduction in scholarships and grants made during the 2018 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.

2018 1098-T FAQ

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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.

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Why don't I have a 2018 1098-T in sage self service?

2018 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.

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*Who can access the 2018 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.

We are in the process of mailing your 2018 IRS Form 1098-T.   The forms are in the student’s name and mailed to the student’s home address.   You can also access and print a pdf of the form through Sage.  On your Student center select the “View 1098-T” link under the Finances tab.   You can forward the pdf to your parent if they need the information to file the tax returns.  We will not send copies to a parent unless you have listed them as a participant on your Student Account Center.

For 2018 1098T forms, Brandeis is required to report payments which posted to the student’s account during calendar year 2018 and were applied to Qualified Education Expenses in Box 1.  This is a change in how we have reported 1098T data in prior years and was a change mandated by the IRS. In the past we reported the amount of qualified education expenses, not payments received.

Only Tuition and mandatory fees are considered qualified education expenses by the IRS.  Room, Board, 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 2018 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. 

Also, some scholarships and grants are intended for Tuition and Fees only.  The required delay of financial aid disbursement means personal payments received before the financial aid disbursement date may post and report to a qualified educational expense in 2018 but may be adjusted on the 2019 1098T.   Your payment in those cases would be applied to an expense that is not a qualified education expense.

Scholarships, grants and payments intended for tuition and fees only includes most graduate Scholarship/Fellowships, some based scholarships, Brandeis and outside tuition remissions, VA funds.

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.