Office of Financial Management Services
          Tax Reporting and Retirement

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IRS Form 1098-T: AN INTRODUCTION

The Taxpayer Relief Act of 1997 ("the Act") created income tax benefits for students attending an eligible educational institution with qualified education expenses. Taxpayers who pay qualified educational expenses at an eligible educational institution may qualify for the Hope Scholarship Credit, the Lifetime Learning Credit, or the Tuition and Fees Deduction. The Act requires eligible educational institutions to report certain enrollment and financial information on Form 1098-T to students and the Internal Revenue Service.

Additional information about the education tax credits and deductions can be found in our Frequently Asked Questions

Breaking News

1/26/2009 - Detailed Financial Information supporting Form 1098-T for 2008 - Available NOW -
The detail information that supports the Form 1098-T is now available through Student Self-Service in OneStart. Please see instructions below for Current Students, Former Students, and Parents.

1/26/2009 - Midwestern Disaster Area - Changes for certain taxpayers to claim additional tax credit amount for 2008-
Refer to IRS Publication 970 for the most current information available. Indiana University is not permitted to provide personal tax advice. You should review your account history in OneStart to identify the charges you paid that may be eligible for this additional credit.

1/22/2009 - Indiana University Form 1098-T for 2008-
The 2008 Form 1098-T data has been printed. Monitor our Tax Form Forecast for the most current status. Requests for a duplicate issue of this form will not be honored until February 10, 2009.

Current Students

  • Authenticate to Student Self-Service through OneStart
  • Locate "Services & Information"
  • Locate "Financial"
  • Select "Tax Form 1098T Detail"
  • Select an available calendar year
  • Retrieve and view or print the details for your records
Former Students
  • You may follow the data retrieval instructions for a current student if you still have access to Student Self-Service, OR
  • Complete a Request for Duplicate Tax Form and select the option for 1098-T Detailed Financial Information. The financial information will be mailed or faxed as directed on the request after our customer service office receives the appropriate identity documentation
Parents, Taxpayers, and Tax Preparers
  • Form 1098-T is subject to sensitive data and privacy procedures and is governed by federal and state privacy laws
  • Tax information will only be provided at the request of the student after obtaining confirmation of identify
  • If you require Form 1098-T or detail information to prepare an income tax return, please contact the student and ask that they follow the procedure for obtaining the relevant data. See our Frequently Asked Questions for more information

Block IU Last Updated 1/26/2009
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