1098-T常见问题

• The Taxpayer Relief Act of 1997 established two educational tax credits, the 美国机会税抵免 和 终身学习学分. 索取任何一种信用, the 1098-T is provided by institutions to assist in determining if you are eligible for an education tax credit 和 in preparing IRS表格8863.
• The form is for informational purposes only 和 is not filed with your taxes. Receiving the form means you may be eligible for a federal income tax education credit. 虽然这是一个很好的起点, the 1098-T does not necessarily contain all of the information needed to claim a tax credit. Receiving a 1098-T does not mean that you definitely qualify for a tax credit 和 does not require you to claim a tax credit.

• 2019年新品: The amount reported in Box 4 represents any adjustments made to qualified tuition 和 related expenses reported on a prior year Form 1098-T. The amount reported in Box 4 for adjustments to qualified tuition 和 related expenses may reduce any allowable education credit you claimed for the prior year. See IRS表格8863 or IRS第970号出版物 for more information.
• The IRS requires that the Form 1098-T reflects the amount of qualified tuition 和 related expenses 支付 (by or on behalf of the student) versus the amount of tuition 和 related expenses billed. These payments are reported in Box 1 of the 1098-T, gift aid in the form of scholarships/grants is reported in Box 5, Box 2 will be blank since the IRS now prohibits institutions from reporting amounts billed.
• Amounts on the 1098-T reflect activity during the calendar year only (not the academic year).

• QTRE are tuition 和 fees required for enrollment as well as charges for supplies, 如果需要支付给机构.
• QTRE are not personal or living expenses such as student health fees 和 room 和 board.

• Consult your tax professional with any questions about education tax credits.
• 搜寻国税局网站 欲知有关 终身学习学分 和 美国机会税抵免.
• 申请教育学分 8863年形成. For details on these 和 other education-related tax breaks, see IRS第970号出版物.
• Contact 学生财务服务 at (207) 602-2342 if you have a question about the amounts reported on your 1098-T.

• All University of New Engl和 students with a reportable transaction during calendar year 2023 will be issued Form 1098-T.
• 所有符合条件的学生, regardless of whether UNE has received the Social Security Number (TIN), 会收到1098-T吗. The SSN field will be left blank if you did not respond to our requests for your Social Security Number.

The information provided here is for general assistance related to the IRS Form 1098-T but should not be construed as tax advice. The University of New Engl和 cannot provide tax assistance per the IRS. Please be sure to consult your tax professional with tax return questions.

• The University of New Engl和 may not have had a current address for you. 您可以通过触控网访问您的1098-T.
• The amount of qualified tuition 和 related expenses 支付 during the calendar year was zero.
• There were no amounts required to be reported in any boxes of the 1098-T. If the amount in Box 5 is greater than Box 1, you will not receive a 1098-T.

You can access your payment information through UNE’s TouchNet billing portal.

1098-T在网上有售. 学生 can set a parent or guardian up as an authorized user to have access to view this form. 学生 can view, print 和 save their 1098-T at any time. All forms starting with 2020 will be available online. 查看电子表格, 登入U-在线, 学生财务服务, 学生账户, 管理我的账单. Once in TouchNet, your 1098-T will be listed under Statements. 学生 who do not opt in to receive this form electronically will be mailed a form to the address on file.

1098-T processing will be completed by January 31, per IRS regulations.