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1098-T Information

Published or Revised January 27, 2021

1098-T Information 

  • I want to access the new 1098-T form now by clicking here.
  • Click here for detailed instructions on filling out the new 1098-T form in pdf format.

Information reported on the 2020 1098-T IRS Form

On the 1098-T form, PJC reports student’s name, SSN, address and indicates if the student was at least half-time during the calendar year. Beginning with the 2018 1098-Ts, PJC reports the amounts paid for qualified tuition and related expenses to PJC during the calendar year in Box 1.

Accessing your 1098-T Form on 1098tforms.com

Protecting student financial information is extremely important and requires multiple steps to verify a student’s identity and email so that only approved individuals can access, view, print or download a 1098-T. If at any time the process displays an error, it’s best to close out of your browser completely and begin again with a NEW USERNAME. Internet Explorer causes several challenges for enrollment, so we suggest using another browser like Chrome, Firefox, or Safari. 

  • Go to the 1098tforms.com website and click on the black rectangle with instructions: TO STUDENT ENROLLMENT PAGE.
  • When the Student Enrollment Page appears, enter your first name, last name and social security number in the relevant boxes. Click the VERIFY INFORMATION box/link.
  • You will be prompted: CONGRATULATIONS! WE FOUND YOUR INFORMATION on the next page. Please enter a valid email address, and then create a new username and password. You will need to remember this information to login in the future. Click the ENROLL NOW link.
  • This message will appear: “DO NOT CLICK on LOGIN NOW yet! First, check the inbox of the email address which was used to set up your 1098-T account, including the ‘Junk Mail’ folder, for an email requesting Verification.”
  • Next, open the email with “1098Tforms.com Student Enrollment Account Verification” in the subject heading. The email will be sent from no-reply@verificationemail.com. After reading the email, click on the VERIFY EMAIL link.
  • The 1098TForms.com logo with a graduation hat over the “T” will appear by clicking the VERIFY EMAIL link. The image confirms that your registration has been confirmed.
  • You may now return to the Enrollment screen and click LOGIN NOW.
  • You may now enter your USERNAME and PASSWORD for the account, then click on the SIGN IN link.
  • Your enrollment is complete, and you’ve LOGGED IN successfully. Next you must agree to the conditions set out in the Electronic Consent form for 1098-T. Click on the AGREE link at the bottom of the page.
  • Check the name of the college/university you attend in the window below. If it is correct, click the VIEW/DOWNLOAD link.
  • Your 1098-T form will appear in a PDF. You may view, print or download the form at this time.

Click here for detailed instructions on filling out the new 1098-T form in pdf format.

Qualified Tuition and Related Expenses

  • Tuition
  • Registration/General Fees
  • Internet Fees
  • Student Equipment required for all students in a course, such as toolkits and lab packets
  • Information Technology Fee
  • Student Center Complex Fee
  • Student Service Fee
  • Records Processing Fee
  • Distance Learning Fee
  • Various Departmental Fees such as background checks, required certifications

Unqualified Expenses

  • Room and Board Fee
  • Books
  • Continuing Education
  • Athletic Fee
  • Student Health Fee
  • Parking Fee
  • Recreational Fee

Box 1: Payments Received for Qualified Tuition and Related Expenses

The amount reported is the total amount of payments received less any reimbursements or refunds made during the calendar year that relate to the payments received for qualified tuition and related expenses during the same calendar year.

Box 4: Adjustments Made for a Prior Year

Reimbursements or refunds of qualified tuition and related expenses made in the calendar year that relate to payments received that were reported for prior year(s).

Box 5: Scholarships and Grants

This represents the total of all scholarships or grants received and processed for the calendar year.

Box 6: Adjustments to Scholarships or Grants for a Prior Year

This represents any reduction to the amount of scholarships or grants that were reports for prior year(s).

Box 7: Checkbox for Amounts for an Academic Period Beginning in January through March of 2021

This box will be checked if any payments received for qualified tuition and related expenses reported for 2020 calendar year relate to an academic period that begins in January through March of 2021.

Box 8: Check if at Least Half-Time Student

This box is checked if a student was at least a half-time student during any academic period that began in 2020. A half-time student is a student enrolled for at least half the full-time academic workload for the course of study the student is pursuing.

What to do if you do not receive the 1098-T Form

PJC sends a 1098-T form to every student (except foreign students) who is enrolled and has reportable transactions. If you were enrolled in at least half time in any semester during the previous calendar year, did not receive your 1098-T by mail, and it is not available on the 1098tforms.com website, contact the Business Office at 903.782.0232.

Exceptions

PJC is not required to file Form 1098-T or furnish a statement for: 

  • Courses for which no academic credit is offered, even if the student is otherwise enrolled in a degree program;
  • Nonresident alien students, unless requested by the student;
  • Students whose qualified tuition and related expenses are entirely waived or paid entirely with scholarships.

Determining the eligibility for the educational tax credits

PJC cannot determine if you qualify for a tax credit and is not allowed to give you tax advice. Please read the instructions on the 1098-T statement and obtain IRS publication 970 and Form 8863 or contact a tax professional about your personal income tax situation. The IRS website for the above form and publication is http://www.irs.gov/formspubs/index.html , and the IRS can be reached at 1-800-829-1040.

Why doesn’t my 1098-T match what I paid/received?

Amounts of qualified tuition and required fees reported on your 1098-T are defined by the IRS as “tuition and fees required for enrollment or attendance at an eligible educational institution.” The IRS does not consider student health fees, transportation fees, recreational sports fees, insurance fees, or room and board of any kind as qualified tuition and related fees, therefore, these fees are excluded from amounts reported on the 1098-T. Amounts reported on your 1098-T are for determining eligibility for an education credit or a tuition and fees deduction, NOT for determining taxability of scholarships. Your scholarships may or may not be taxable. Refer to IRS Publication 970 (https://www.irs.gov/forms-pubs/about-publication-970) for details on determining the taxability of different types of scholarships.

Other 1098-T Information

Depending on your income (or your family’s income, if you are a dependent), whether you were considered full or half-time enrolled, and the amount of your qualified educational expenses for the year, you may be eligible for a federal education tax credit. (You can find detailed information about claiming education tax credits in IRS Publication 970, page 9.) 

What are Qualified Tuition and Related Expenses (QTRE)?

QTRE includes tuition, fees (including lab fees), and course materials that are required for enrollment in a course and required to be purchased from the College. Amounts for room, board, interest, fines, and other charges are excluded.

The dollar amounts reported on your Form 1098-T may assist you in completing IRS Form 8863 - the form used for calculating the education tax credits that a taxpayer may claim as part of your tax return. Paris Junior College is unable to provide you with individual tax advice; if you have questions, you should seek the counsel of an informed tax preparer or adviser.