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1098T

1098-T Forms for 2017

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. 

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. Follow instructions below. 

Non-current students 1098T forms will be mailed to the home address on file by January 31st.  If you do not receive a copy by mid-February, please contact our office.

You may also access the form online using the link below:

 https://jasper.ursinus.edu/WebAdvisor/WebAdvisor

  • 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

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.

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 Student 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 

For any questions regarding your 1098-T form, please contact:

Ellen Curcio in the Office of Student Accounts at 610-409-3626 or via email at ecurcio@ursinus.edu.

Understanding your 1098-T Form:

Box 1: Payments received for qualified tuition & related expenses – Ursinus College does not use this box at this time.  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).  If needed, you should use your own financial records to determine the actual amount paid.

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).  Ursinus College chose the amounts billed method.  For example this means that your 2017 statement includes tuition which was billed in July for the fall 2017 semester and tuition billed in December 2017 for the spring 2018 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 2016 for the spring 2017 semester which was reported on their 1098-T in box 2 for 2016 and decided in January 2017, not to return to the College when the charge was reversed.  The reversal would appear in box 4 on your 1098-T form for 2017 indicating it was an adjustment from the prior year.    Another example:  the College billed you an art fee in December 2016 which was reported on your 1098-T in box 2 for 2015 and in January of 2017 you decide to drop the art class, the reversal of the art fee would appear in box 4 on your 1098-T for 2017.

Box 5:  Scholarships or grants – The 1098-T statement reflects all scholarship and/or grants applied to the students account during 2017 (spring 2017 & fall 2017 semesters).  Scholarship or grants related to spring 2017 are applied to the students account in January/February, 2017 and will appear on your 1098-T for 2017; even though the tuition is included on 2015 1098-T (seeing it was billed in December 2016).  Your December 2016 billing only included estimated aid which is not finalized until January/February 2017.   Your December 2016 billing only included estimated aid for spring 2018, which will be finalized and billed in January/February 2018 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 2016 and reversed in 2017.

Box 7: Box 2 includes amounts for an academic period beginning January – March 2016 – 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 2018 semester, you should have received a tuition bill in December 2017.  The tuition would be included in your 1098-T for 2017 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

Quick Recap

Please note for 2017 in the majority of cases, box 2 includes tuition and fees for the following semesters:  fall 2017 & spring 2018 which was billed in December 2017.  Box 5 includes scholarship and grants which were applied to the students account in 2017 for the spring 2017 and fall 2017 semesters.