How to Retrieve Tax Information
Log in to the Wittenberg Self-Service with your Witt email and password to retrieve the information from your 1098-T.
- Click “Tax Information”
- Click on the “1098 Information” tab.
- Consent to electronic forms to view and export any available 1098-T forms.
For detailed instructions, click here.
About the 1098-T
Form 1098-T is not an income reporting document. It is an informational document required from the educational institution by the Internal Revenue Service (IRS).
The sole purpose of this document is to assist students in determining whether they are eligible to take an education tax credit or deduction. It is up to the taxpayer to decide, based on their circumstances, whether they are credit eligible.
Frequently Asked Questions
- How do I receive a copy of my 1098-T Form?
The IRS requires Form 1098-T to be postmarked by January 31 of the following calendar year. This form is mailed to the permanent address (not billing address) of a student who was enrolled at Wittenberg for at least half time during the calendar year. Address changes can be made through the Wittenberg Self-Service. You may opt to receive an electronic 1098-T via Self-Service as well. Follow the instructions posted under “How to Retrieve Tax Information” at the top of this page.
- My social security number, name and/or address on my 1098-T is not correct. What should I do?
Please contact the Registrar’s Office to update your name. Addresses may be updated in Self-Service. Please contract the Registrar’s Office or the Office of Student Accounts to update your social security number. If you have graduated or are no longer enrolled at Wittenberg, please contact the Office of Student Accounts for demographic updates.
- Where can I get a listing of payments made to Wittenberg?
View your qualified fees assessed and payment applied to those fees through Wittenberg Self-Service. If you have graduated or are no longer enrolled at Wittenberg, please contact the Office of Student Accounts to obtain billing statements.
- Since I received a 1098-T from Wittenberg, does that mean I’m qualified for one of the education tax credits?
The taxpayer is responsible for determining eligibility. Wittenberg University, nor its employees, may provide tax guidance.
- How can I find out if I am eligible for a tax benefit?
Check the IRS website (links to various IRS pages below), contact the IRS, or contact a tax advisor. Wittenberg University, nor its employees, may provide tax guidance.
- I have graduated or am no longer enrolled at Wittenberg. How do I access my 1098-T?
Please contact the Office of Student Accounts about accessing your 1098-T. The 1098-T will also be mailed to your permanent address on file by January 31.
- What are qualified and non-qualified expenses?
As determined by the federal government, qualified expenses are defined as expenses required by and paid to the institution for enrollment purposes. They may include expenses such as tuition, technology fees, student activity fees, and other portions of program and service fees.
Non-qualified expenses are defined as books, room and board, student organization fees, parking, athletics, insurance, equipment, or other similar personal living expenses.
As a result, the amount of qualified expenses will likely be less than the total amount of money paid.
- Why aren’t my spring semester charges not included in Box 1?
Students incur charges to their accounts by registering for classes. If you registered early during the registration period (typically November), your charges were incurred at that time, making those charges eligible to claim the previous year and should have been reflected on the previous year’s 1098-T. If you graduated, you may not see any charges shown in Box 1.
Sample 1098-T Form
Learn how the information on your form is provided by viewing a SAMPLE 1098-T FORM.
Tax Form Details
Box 1 – The total payments from any source by an eligible educational institution for qualified tuition and related expenses (QTRE) less any reimbursements or refunds made that relate to payment received during the tax year. Please note the amount in Box 1 will NOT equal to or sum to the charges paid for the calendar year in question because all charges are not considered qualified tuition and related expenses as defined by the IRS. See the chart below for a list of qualified and unqualified expenses.
Charges Not Reported
|The following are tuition and fees required for enrollment purposes.||The following are generally NOT mandatory for enrollment and/or cover personal expenses.|
Box 2 – Reserved for future use
Box 3 – Reserved for future use
Box 4 – The amount of any adjustments made for a prior year for qualified tuition and related expenses that were reported on a prior year 1098-T Form. This amount may reduce any allowable education credit you may claim for the prior year. See Form 8863 or the IRS Pub 970 for more information.
Box 5 – The total amount of scholarships, grants, and fee waivers administered and processed by the university. This box also includes all payments received from third parties (excluding family members and loan proceeds) such as the Department of Veterans Affairs, the Department of Defense, civic and religious organizations and other nonprofit entities.
Box 6 – The amount of any adjustments made for prior year scholarships, grants, or other third parties originally reported on a prior year 1098-T Form.
Box 7 – Will be checked if the amount in Box 1 includes amounts for an academic period beginning in the proceeding January – March months. See the IRS Pub 970 for how to report these amounts.
Box 8 – Indicates whether you are considered to be carrying at least one-half the normal full-time workload for your course of study at Wittenberg.
Box 9 – Indicates whether you are considered to be enrolled in a program leading to a graduate degree, graduate-level certificate, or other recognized graduate-level education credential.
Box 10 – Will always be blank on any 1098-T forms you receive from Wittenberg.
- 1098-T Instructions from the IRS
- IRS Tax Information for Students
- IRS American Opportunity Tax Credit
- IRS Lifetime Learning Credit
- IRS Tax Benefits for Education: Information Center
- IRS Scholarships, Fellowship Grants, and Other Grants
- IRS Foreign Students, Scholars, Teachers, Researchers and Exchange Visitors
- IRS Publication 970, Tax Benefits for Education