Bursar’s Office

Tax Info (1098-T)

Annual Form 1098-T information and student tax-filing resources.

Students reviewing academic information with a professor on campus

Annual Tax Form

Understanding Form 1098-T

USJ provides Form 1098-T each year for eligible students to support their personal tax-record preparation. The form reports certain tuition and related educational information for the applicable calendar year.

When to expect it

Form 1098-T is generally made available by January 31 for the prior calendar year, consistent with IRS reporting timelines.

What it may include

The form may show payments received for qualified tuition and related expenses, along with certain scholarships or grants reported by the institution.

Student Checklist

Prepare for Tax Filing

Use the Form as a Record

Keep your Form 1098-T with your other education-related records. It may be useful when preparing your return or speaking with a qualified tax professional.

Confirm Your Information

Review your name, address, and taxpayer identification information in your student records. Contact USJ if you believe institutional information is incorrect.

Know the Limits

A Form 1098-T does not determine whether you qualify for a tax credit or deduction. Your individual circumstances and IRS rules control eligibility.

Need Help With Your Records?

For questions about USJ-reported information on Form 1098-T, contact the Bursar’s Office. We cannot provide personal tax advice.