1098-T

students learning in various settings

从2024年1月31日开始,您可以通过您的ace帐户在线访问您的1098-T表格.

The Taxpayer Relief Act of 1997 allows a tax credit to be claimed for out-of-pocket payments 代表东北湖景学院区向澳门新葡京博彩区提出, 西北Vista 大学 区, 帕洛阿尔托学院, St. 菲利普的大学, and 圣安东尼奥 大学, 在2023日历年度内支付符合条件或符合条件的学费和相关费用(QTRE).

美国国税局要求我们提供一份1098-T表格给您,以便您在填写IRS表格8863时使用. The 1098-T tax forms will be available no later than January 31, 2024. 澳门新葡京博彩区将在2023日历年度报告合格学费和相关费用的支付金额.

用于确定抵免的金额和计算方法是纳税人在考虑国税局相关规定后决定的, 8863年形成, 也许, the advice of a tax consultant.

澳门新葡京博彩区将在2023日历年度报告学生支付的金额(方框1). The following students will not receive a 1098-T form: Continuing Education, 双重信用, Early Admit/Early 大学 High School, 家学校, 技术准备, or Virtual 大学. 继续教育的学生可以通过他们的ace账户获得已付学费的复印件.

 

Steps to Access 1098-T

  • 登入ace

  • Student Tab --> Web服务 --> Student Account

  • 付款

  • Virtual 业务办公室

  • Under Statements click View (Your latest 1098-T Tax Statement)

  • Under Tabs click 1098-T Statements

  • Action (right side under 1098-T Statement)

  • View --> Print

 

Frequently Asked Questions

1. When can I get my 1098-T?

阿拉莫大学 区 will submit reports no later than January 31, 2024, 你可透过电子方式(填写电子同意书)查阅1098-T表格, see question #4) through your ace 账户.

2. 为什么我需要提供社会安全号码(SSN)或税号(TIN) ??
  • 如果你打算用你的教育费用来申报所得税, you will need to have a valid SSN and current address on file.

  • If you are an international student and plan to file taxes, we will need your TIN and current address on file.

  • If you are an international student without a SSN, and are not filing a tax return, you do not need to provide a SSN or a TIN.
3. I am an International student, 谁在2023日历年度就读于澳门新葡京博彩区并且没有收到2023 1098-T表格. What do I need to provide to have a 1098-T form issued to me?

If you are a non-resident alien student and do not have U.S. 来源收入.S. scholarships, awards, waivers, etc.),这是受税的,澳门新葡京博彩区是免发1098-T表格给你.

The 阿拉莫大学 区 requires a TIN to furnish a 1098-T form to you. 如果没有在澳门新葡京博彩区存档的有效TIN,您将不会收到1098-T表格.

4. How can I receive my 1098-T form electronically?

阿拉莫大学 区 has partnered with ECSI, 让您有机会以电子方式收到1098-T学费报表. If you would like to receive your 1098-T form electronically, 请点击下面提供的链接并按照步骤说明进行操作,以表示您的同意.

1098-T forms will be provided by January 31, 2024. If electronic consent is not received by December 31, 2023, the 1098-T will be mailed to the current address on file.

To give consent to receive your 1098-T form electronically; follow the simple instructions below to sign up.

5. How can I change my address?
  1. 登录你的 ace 账户
  2. Web服务
  3. Select Personal 信息rmation
  4. Select Update Addresses and Phones
6. Will I receive a 1098-T?

1098-T表格仅适用于在2023日历年度内获得合格学费和相关费用(QTRE)和付款的学术学生.

Continuing Education, 双重信用, Early Admit/Early 大学 High School, 家学校, 技术准备, and Virtual 大学 students will not receive a 1098-T form.

联邦法规要求所有高等教育机构向国税局报告收到的合格学费和相关费用(QTRE)的付款(框1). 阿拉莫大学 区 must report on (Box 1).

7. What is considered a qualified tuition and related expense?

Eligible or qualified tuition and the following fees:

  • student activity fee
  • student processing fee
  • instructional material fee
  • international education fee
  • 一些考试费用, (位置, testing out of credit courses or test fees required for degree program).  
8. What is a non-qualified charge?

Non-qualified charges include the following:

  • 图书馆的罚款
  • 停车罚款
  • 滞纳金
  • 笔记本电脑的费用
  • transportation fees
9. What constitutes Scholarships and Grants (Box 5)?

在日历年内管理和处理的任何奖学金和助学金,用于支付学生的出勤费用.

奖学金和助学金通常包括从第三方供应商收到的所有款项, (excluding family members and loan proceeds).

这包括从政府和私人实体(如国防部)收到的款项, 公民, and religious organizations, and nonprofit entities.

10. Why did my spring semester payment/payments not appear on my 1098-T form?

您可能在早期注册期间(通常是11月或12月)注册并支付了费用。. Your QTRE’s were reported on your previous 2022 1098-T form.

Reporting for 2023 payments cannot exceed the QTRE billed from January 1, 2023, through December 31, 2023. 

11. My 1098-T was mailed to the wrong address. How do I obtain a new 1098-T?

To obtain your 1098-T, you may access it online through your ace 账户.

  • 登录你的 ace 账户
  • Web服务
  • SelectPersonal 信息rmation
  • Select Update Addresses and Phones
12. I still have questions; who can I contact?

澳门新葡京博彩区按照国税局的指导方针提供了1098-T表格. 然而, 澳门新葡京博彩区无法回答任何与税务有关的问题或提供任何税务建议.

澳门新葡京博彩区可以提供的所有信息和帮助都包含在本通知中. The content of this notice is not intended as legal or tax advice.

For tax specific question, 请致电1-800-829-1040联系美国国税局(IRS)或您的个人税务顾问以获得进一步帮助.

If you need assistance accessing your Form 1098-T online, please contact the ECSI student hotline after January 31, 2023, at 1-866-428-1098.