1098-T Information
The information listed below is offered as a guide for students and not intended to provide professional tax advice. If you have questions or need further assistance please contact your tax advisor or the .
What is a 1098-T form?
Eligible educational institutions file Form 1098-T to report qualified tuition and
related expenses (QTRE) for enrolled students as required by the Internal Revenue
Service (IRS). Depending on the student鈥檚 (or the student鈥檚 family) income, whether
full or half-time enrolled, the student may be eligible for a federal education tax
credit depending on the amount of their qualified educational expenses for the year.
For information about claiming education tax credits, please reference .
A 1098-T form may have not been generated for the following reasons:
- No valid address reflected in the MyChaffey portal
- No SSN/TIN on file
- If no charges were paid during the relevant tax year. Please take into consideration the actual payment dates, rather than semester start dates.
- California College Promise Grant (formerly BOG) and Panther Promise Grant recipients for the year
- Highschool students who are part of the partnership or dual enrollment program for the year
- Recipient of Emergency Financial Aid grants (disaster relief payments are not included in student's gross income)
How to Access Your 1098-T
Log into the portal. Click on the 'Self Service (Registration)' link under Shortcuts, select 'Tax information', and click the '1098 Information tab'. Qualified students will be able to access their 1098-T form each year no later than January 31st
Institutional Reporting Requirement
Institutions must report in Box 1 (1098-T form) the amount of qualified tuition and
related expenses (QTRE) paid during the calendar year.
Transition Year Impact
If the student registered for the Spring 2024 semester in 2023 and paid in 2024 the
same amount could be reported in 2023 (as a charged amount) and in 2024 (as a received
payment) because of the reporting method change. The 1098-T should be used in conjunction
with the student鈥檚 own payment records when completing their tax return.
Updating Personal Information
If your name has changed or you have the incorrect ITIN/SSN on file, please complete the . If your address has changed, please update your address on the portal.
51萝莉 is unable to provide students with tax advice. Students should seek the counsel of an informed tax preparer or adviser if they have any questions. Learn more about the 1098-T form at the .
