Accessing your 1098-T Tax Statement Online
The information listed below is offered as a guide for students and not intended to replace professional tax advice. If you have questions or need further assistance please contact your tax advisor or the Internal Revenue Service (IRS).
What is a 1098-T Form?
As a student, Oregon State University sends you a 1098-T form which indicates the tuition and scholarships from the previous year. This form is needed for you to claim education credits or tuition and fees deduction on your tax return. There are two education credits that can be worth thousands of dollars.
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Physical copies are sent out by OSU in January. In the event you did not receive one you can also access it through my.oregonstate.edu. You can find instructions on finding your 1098-T form.
What is the information reported in the boxes?
- Box 1 is the amount you paid during the year for qualified tuition and related expenses.
- Box 2 is not being used for reporting purposes.
What are some examples of qualified tuition and related expenses?
Qualified Tuition & Related Expenses
- Tuition
- General fee
- Technology fee
- Recreation fee
- Program fees
- Lab fees
- Online Course fees
Unqualified expenses
- Rent
- Dining
- Bookstore purchases
- Late fees
- Student Health Insurance
- Health Care Assessment fees
- Telephone Service fees
- Box 4 Adjustments made for a prior year.
- Box 5 reflects grant and scholarship received by the student for terms within the
tax year. - Box 6 reflects adjustments for prior year grant and scholarship.
- Box 7 indicates that amounts for a term starting after the end of the current tax year are included in box 1.
- Box 8 indicates that the student was enrolled at least half time in a degree or certificate program during the tax year.
- Box 9 is checked for all graduate level students.
- Box 10 is not being used for reporting purposes.