1098-T Tax Form Information
This page is intended to provide general information regarding your 1098-T tax form. You can view and download your 1098-T and find more detailed information at www.tsc1098t.com (UCLA Site id 11558). To determine eligibility for an education tax credit, refer to the IRS site or consult with your tax preparer. the University is not able to provide tax advice.
What is 1098-T?
The IRS Form 1098-T Tuition Statement is used to assist the taxpayer in determining eligibility for certain education tax credits. These benefits may allow taxpayers to reduce their federal income tax based upon qualified tuition and fees paid, assuming the taxpayer meets all TRA’97 requirements.
What is reported on 1098-T?
Beginning with tax year 2018, your 1098-T will report Qualified Tuition and Related Expenses (QTRE) paid to the University (reported in Box 1). Generally, this amount includes amounts paid for tuition and related expenses that are required for enrollment at the University of California. Room and board, transportation, and insurance are not considered QTRE.
For further information on QTRE, review IRS Publication 970.
View a sample 1098-T form with box/section explanations.
When does 1098-T become available?
Forms are auto-generated for university students and will become available in late January for the previous tax year. Form(s) for the previous three tax years are available to the student at any time on www.tsc1098t.com. Please be advised that only the summary page for tax years 2015-2017 forms are available on the site.
How can I receive my form electronically?
Before accessing BruinBill on MyUCLA, all students are asked to consent to receiving their 1098-T tax form online. Upon providing your E-Signature, you consent to receiving your 1098-T form exclusively online at tsc1098t.com. You only need to consent once each year during the Fall term for future tax years. Once available, the form will be available for viewing and downloading at tsc1098t.com. You may withdraw consent at any time.
How can I receive a paper copy of the form?
If you would like a paper copy of the form, you must still provide your E-Signature. Afterwards, you may obtain a paper copy by downloading and printing the form at tsc1098t.com or visiting the Student Accounts Office (1121 Murphy Hall) in person.
If you did not consent to receiving your form online or withdrew consent on time, your 1098-T tax form will be delivered through the postal service to the permanent address you have on file, which you are responsible for keeping up to date. Student Accounts is not responsible for an outdated address, or any difficulties encountered with the postal service. Please allow two weeks for form delivery from the time it becomes available.
How do I withdraw consent for receiving my form electronically?
If you would like to withdraw consent for receiving your 1098-T tax form exclusively online, you may submit your request by contacting the Student Accounts Office on the MyUCLA Message Center. Please select the topic “1098-T Form.” You will receive a confirmation of your request when it’s completed. In order for you to receive a mailed 1098-T tax form, you must withdraw consent ten business days prior to the end of the tax year that the form references. For example, to receive a mailed 1098-T tax form ifor tax year 2018, you must withdraw consent by December 18, 2018.
How do I log into www.tsc1098t.com?
Upon signing into the site, you will be required to enter a Site ID, a Username, and a Password. For first time set up procedures and account recovery processes, you will need access to your official UCLA email account.
UCLA’s Site ID is 11558. If you forgot the Site ID, click Forgot Site ID? and enter your UCLA email address to have the code emailed to you.
For the Username field, enter your nine-digit student ID number. If you forgot your Username, click Forgot Username? and enter your UCLA email address to have the username emailed to you.
For the Password field, enter your personal password if you have logged in before. If it is your first time logging in or your forgot your password, click Forgot Password? and enter your UCLA email address to have a temporary password emailed to you. You will need to change your password the next time you log in.
What features are available on the site?
You will have access to view/download/print your form(s) from the previous three tax years. Only the summary pages for tax forms prior to the 2018 tax year are available. You can also securely email your 1098-T, change your password, and browse FAQs.
What should I do if my existing SSN or TIN is not on file with UCLA?
Current federal tax regulations require the University of California, Los Angeles (UCLA) to report your Taxpayer Identification Number (TIN), with other registration-related information, to the Internal Revenue Service (IRS) on form 1098-T for each year that you are enrolled. Your TIN may be a Social Security Number (SSN), or an Individual Taxpayer Identification Number (ITIN) if you are not eligible for a SSN. To avoid penalties from the IRS, students should provide SSN’s or TINs to UCLA so that it may be included on the form 1098-T.
If your SSN/ITIN is not yet registered with the university, you must submit your SSN or ITIN to UCLA via MyUCLA, in person, or by mail. You must register your SSN/ITIN with the University prior to December 31 in order to have it reported on your form for that tax year. Learn how to register your existing SSN or TIN with UCLA.
Will I still receive a form if I do not have a SSN or TIN?
If you do not have a SSN/ITIN to file with the University, (example: international student who does not have a SSN or ITIN) you may take no further action without penalties. You can still access your 1098-T online at 1098t.com, or receive one in the mail if you did not consent to receiving 1098-T online, beginning late January for the previous tax year. The form will not have a SSN/TIN reported on it.
What should I do if my legal name or SSN/ITIN is incorrect on my form?
If your SSN, or ITIN number or legal name is incorrect, you must update it in person at the Registrar’s Office. Bring your Social Security Card, or ITIN letter, and your BruinCard to the UCLA Registrar's Office located in 1113 Murphy Hall during normal business hours, 9:00am-4:00pm, Monday through Friday (excludes campus holidays).
Why did I not receive a form?
If your 1098-T tax form was not available after late January online at 1098t.com, if you did not consent to receiving the form online or withdrew consent, or if your 1098-T form was not mailed to you after February, a 1098-T form may not have been generated for you. Potential reasons for this are:
- Student was not billed qualified tuition related fees, or did not receive applicable scholarships or grants (i.e. inter-campus visitor program or all courses were complimentary) for the tax year.
- Student took courses for which no academic credit is offered, even if student is otherwise enrolled in a degree program
What should I do if there is an error with the reported amounts shown?
Beginning with tax year 2018 form, your 1098-T form will report QTRE amounts paid in Box 1 for the calendar/tax year. Amounts paid are reported irrespective of the billing post date or term. For example, a charge for Winter Quarter 2019 that is posted to your BruinBill in December, 2018 would be included on your 2018 tax form if it was paid by 12/31/18. However, if it was paid on or after 1/1/19, it would be in your 2019 tax form.
If you believe there is an error with the amount(s) reported on your form, please verify by reviewing your BruinBill statement on MyUCLA as well as your bank records. Please also review the IRS Publication 970 to ensure that the payment in question qualifies as a QTRE expense.
If you still believe there was an error, please provide a detailed description of the payment(s) you believe should be reported including a line item description and payment date, as well as your student ID number, to Student Accounts on the MyUCLA Message Center.
In 2018, the University proudly welcomed the new 1098-T Tax Form vendor, Tab Service Company (TSC). The new access portal available via TSC allows for a fuller understanding of 1098-T tax form by providing detailed FAQs and resources. The platform also provides secure means of sending and receiving forms. The University adopted the 1098-T reporting method of fellow UCs by reporting Box 1 (QTRE amounts paid) on the 1098-T tax form. Reporting amounts paid on 1098-T accuratley captures financial expenditures for QTRE based on the tax year.
Beginning with tax year 2018, your 1098-T tax form became accessible through the Tab Service Company vendor via www.tsc1098t.com. The summary pages of forms from 2015-2017 are accessible via Tab Service. The previous vendor, Conduent (formerly TCRS) and website 1098t.com are no longer in service.
If you need access to the details of 2015-2017 forms, please refer to your BruinBill portal statement history.
Beginning with tax year 2018 forms, the University reports Box 1; Qualified Tuition and Related Expenses (QTRE) amounts paid. Tax forms dated 2017 or older reported Box 2; QTRE amounts billed. Box 3 will be checked for 1098-T 2018 forms to indicate that there was a change in reporting method.