This form is intended to assist you, or your parents, in the preparation of your federal income tax return to see if you are eligible for two tax credits: the American Opportunity Credit and the Lifetime Learning Credit. Your accountant, tax preparer, or the Internal Revenue Service can best advise you in the utilization of this form when preparing your taxes.  The 1098-T form is only informational; none of the amounts reported are expected to be used as part of a ‘plug and play’ entry. 

Students must have a valid SSN/ITIN to receive a 1098-T. Receipt of a 1098-T form does not establish eligibility for certain educational tax credits. Similarly, students who do not receive a 1098-T because they do not meet the IRS’ reporting criteria should not automatically assume they are ineligible for these tax credits. Students should consult a tax advisor to determine eligibility.

If you opted for electronic delivery, you will receive an email notification to your Temple email address when the 1098-T is available.  If you do not sign-up for electronic delivery, which is strongly encouraged, your 1098-T will be mailed to your permanent address.

Click 1098-T Current Student Access for instructions on how to retrieve your 1098-T online.

Click TUPortal 1098-T or you can grant electronic consent by performing these steps:

1. Login at TSC1098
2. For site ID, enter 11432
3. For username, enter Temple student ID number beginning with 9
4. For password, enter last 4 of SSN (unless you already changed password)
5. Once logged in, "Consent to receive your 1098-T electronically" will appear
6. Read the information, scroll down, select "Accept Consent" & click submit

If you opted for electronic delivery, your 1098-T will be available by January 31.

No, the forms are not e-mailed. You access your 1098-T online.

Your form will be mailed by January 31. You will only receive a paper form if you have not opted for electronic delivery. 

Box 1: Total payments received by Temple from any source up during the calendar year less any refunds. This amount cannot exceed the amount of qualified tuition and related billed to your account during the calendar year
Box 4: Adjustments made to prior year payments
Box 5: Scholarships or grants disbursed to your account during the calendar year
Box 6: Adjustments made to prior year scholarships or grants
Box 7: Box is checked if the amount in box 1 includes amounts for an academic period beginning the next calendar year in January-March
Box 8: Box is checked if you are enrolled half time or greater
Box 9: Box is checked if you are a graduate student

Box 1 will only show payments made during the calendar year (minus any refunds you received). This amount cannot exceed the of Qualified Tuition and Related Expenses (QTRE) billed to your account in the calendar year.  Payments made after December 31 will be reflected on the 1098-T for the following year.

Box 1 will only show payments made during the calendar year (minus any refunds you received) up to the amount of Qualified Tuition and Related Expenses (QTRE) billed to your account in the calendar year.  Payments made after December 31 will be reflected on the 1098-T for the following year.

For some students, payments for spring were received for charges posted in November or December and included on the 1098-T form for the previous tax year. 

Adjustment amounts reported in Box 4 and/or Box 6 may change any allowable education credit you may have claimed for a prior year.  We encourage you to seek the advice of a tax advisor for specific information concerning the handling of prior year adjustments.

Email our office at [click-for-email] to have your email address updated to an active email address.

Email our office at [click-for-email]. We will need you to complete a W9 form.

Charges for TUJ students are not posted in the Temple main campus students and thus, a 1098-T will not be generated and TUJ is not able to provide students with the 1098-T form. TUJ tuition and fees are taxed in Japan, and TUJ is not connected to the U.S. system. TUJ students should request a payment history for tax purposes from the TUJ bursar’s office at [click-for-email].