1098T

1098-T Forms for 2018

As required by the IRS, 1098-T forms are produced by January 31 for all students with qualified tuition and other related educational expenses, scholarships and/or grants billed to them during the previous calendar year.  Starting this year, the 1098T will include qualified payments in Box 1. 

Current students

Current students will  be able to view and print your 1098-T form through the Grizzly Gateway by January 31st.  Printed forms for current students will no longer be mailed unless a student has opted out of the online option. Follow instructions below.

How to access a student’s 1098-T form online

  • Go to the Ursinus website using Internet Explorer or Chrome as your search engine
  • Select Information For: Students at the top of the page
  • Locate the Grizzly Gateway
  • Under Self Service for Students, click onto Financial Information
  • Next click onto View Account & Make Payments
  • Click the home button on the left side of the page (house icon) 
  • Next choose Tax Information tab
  • Click the consent tab
  • View and print form 

Non-current students

Non-current students will be able to view and print your 1098-T online.  If you can not access your form, please contact us and we can mail the form to the student at the address on file.

You can access the form online using the link below:

Access the Form Online

**In step 12, instead of clicking on “student planning”, you can access the 1098-T form under the financial information section on the same page.

The 1098-T form is used by eligible educational institutions to report information about their students to the IRS as required by the Taxpayer Relief Act of 1997. 

For additional information regarding federal income tax education credits and other tax benefits please refer to IRS Publication 970 “Tax Benefits for Higher Education” as well as IRS Publication 17, Chapter 35 (in 2013).  While the 1098-T information is a good starting point, a 1098-T form may not contain all the information needed to claim a tax credit.  To determine the amount of qualified tuition and fees paid, and the amount of scholarships and grants received a taxpayer should refer to their own financial records. 

To complete the IRS 1098-T form, the College will request student’s social security numbers.  If the information is not received during the admission process, the Student Accounts Office will request the student to complete a W-9 form.

Understanding your 1098-T Form:

Box 1: Payments received for qualified tuition & related expenses
Beginning this year, Ursinus College uses this box to capture all qualified payments.  

Box 2:  Amounts billed for qualified tuition and related expenses
This includes tuition and related expenses billed during the applicable tax year.  The IRS allows the College the option to either report payments received for qualified tuition and related expenses (Box 1) or amounts billed for qualified tuition and related expenses (Box 2).    For example this means that your 2018 statement includes tuition which was billed in July for the fall 2018 semester and tuition billed in December 2018 for the spring 2019 semester.  The key is the date the tuition was billed.

Box 3:  checked if education institution has changed its reporting method
not applicable

Box 4:  Adjustments to prior year
Adjustments for tuition and related expenses which were included in box 2 for the prior year and reversed in the following year.  An example of this would be a student who was billed tuition in December 2017 for the spring 2018 semester which was reported on their 1098-T in box 2 for 2017 and decided in January 2018, not to return to the College when the charge was reversed.  The reversal would appear in box 4 on your 1098-T form for 2018 indicating it was an adjustment from the prior year.    Another example:  the College billed you an art fee in December 2017 which was reported on your 1098-T in box 2 for 2015 and in January of 2018 you decide to drop the art class, the reversal of the art fee would appear in box 4 on your 1098-T for 2018.

Box 5:  Scholarships or grants
The 1098-T statement reflects all scholarship and/or grants applied to the students account during 2018 (spring 2018 & fall 2018 semesters).  Scholarship or grants related to spring 2018 are applied to the students account in January/February, 2018 and will appear on your 1098-T for 2018; even though the tuition is included on 2017 1098-T (seeing it was billed in December 2017).  Your December 2017 billing only included estimated aid which is not finalized until January/February 2018.   Your December 2018 billing only included estimated aid for spring 2019, which will be finalized and billed in January/February 2019 and will be included on your 1098-T in 2018.

Box 6:  Adjustments to scholarships or grants for a prior year
Rarely does the College have adjustments to this box, hence it is left blank.  This box will be used if there was a scholarship/grant posted to your account in 2017 and reversed in 2018.

Box 7: Box 2 includes amounts for an academic period beginning January – March 2018
This box will be checked if box 2 includes tuition and expenses billed in December for the spring semester of the following year.  If you are a student enrolled for the spring 2019 semester, you should have received a tuition bill in December 2018.  The tuition would be included in your 1098-T for 2018 and as a result this box would be checked.

Box 8:  Check if at least half-time student
Checked as applicable for all full-time students.

Box 9:  Checked if a graduate student
Not applicable, Ursinus College is an undergraduate college only.

Box 10:  Ins. Contract reimb/refund
Not applicable