Taxpayer Relief Act
IRS FORM 1098-T
You may be eligible for education tax credits if you are paying education costs for yourself or a member of your immediate family. IRS Form 1098-T will enable you to determine if you qualify.
Duquesne University is required to provide the IRS Form 1098-T for all enrolled students, as long as there was a reportable transaction on their account. We must also provide the enrollment and financial information to the IRS. Transactions that are identified as reportable include tuition and fees a student must pay to be enrolled in a degree program. If the student is enrolled in a course for which no academic credit is given, even if the student is in a degree program, the University will not provide a 1098-T. Also, please note that nonresident alien students will be provided the form upon request.
Duquesne University reports the amount billed for qualifying tuition and fees in Box 2 and the total amount of scholarships and grants in Box 5. It is the student’s responsibility to determine the taxability of scholarships or grants received. For information, please log onto www.irs.gov and access IRS Publication 970: Tax Benefits for Education. The IRS has also developed the Interactive Tax Assistant, an online progression of questions to help taxpayers determine their eligibility for either the AOTC, the Lifetime Learning Credit, or the above-the-line deduction for tuition and fees.
The amounts in either box are for the calendar year (January 1, 2012 through December 31, 2012). Often times, tuition for the spring term is billed in the prior calendar year. For example, charges for the spring 2012 term were billed in November and December, 2011. These amounts billed are reflected on the 2011 1098-T. Transactions are grouped by type,(tuition, fees, payments, non qualified). Detailed information can be found on the supplemental form provided or you can log into www.dori.duq.edu and select:
Self Service Banner>Student Information>Student Account>Access QuikPay>View Accounts>Select Action>Account Status
The dates on the 1098-T form that correspond to specific terms are described below:
Traditional students:
Spring 2013 12/31/2012
Fall 2012 08/27/2012
Summer 2012 05/07/2012
Spring 2012 01/05/2012
Paralegal/Coaching/Certified Financial Planner students:
Continuing Ed 2011-2012 09/11/2011
Continuing Ed Fall 2011 09/12/2012
Continuing Ed Winter 2012 01/09/2012
Continuing Ed Spring 2012 04/02/2012
Continuing Ed Summer 2012 06/11/2012
Coaching/CFP 2012-2013 09/11/2012
Paralegal Fall 2012 09/17/2012
Log onto http://www.1098-t.com to view and print your form. You may also enroll to receive future forms electronically. Select "Access My Record" and you will be prompted through a series of steps validating personal information. Once you have logged into your personal account, a link will be provided to receive the forms online. You will need to provide a current and valid email address.