The 1098-T Tax Form provides information to the student about tuition and fees paid to University of North Texas at Dallas (UNTD) and Financial Aid received by the student. This information can be used by the student to potentially receive a credit on the student’s tax return or, if the student is a dependent, on the parents’ tax return. For more information, please consult IRS Publication 970.
Important Information about the 1098-T
At the end of January, IRS Form 1098-T will be mailed or available online to all students who were enrolled at least half-time during the previous calendar year.
To access the IRS Tax Form 1098-T online, log into my.untdallas.edu for both the current year and previous years. The 1098-T can be accessed by following the below steps after logging in to the student portal.
- Click on "Student Account" tile
- Click on the "Account Services"
- Click on the "View 1098-T Form"
- Click on the desired 1098-T tax year to view and print
All US Citizens will receive a 1098-T Tax Form. Nonresident students must have a Social Security Number (SSN) or an Individual Taxpayer Identification Number (ITIN) in the system in order to receive a tax form. You can verify whether you have submitted an SSN or ITIN by going to your MyUNTD Student Center. If you do not have an SSN or ITIN in the system, please submit a Form W-9S to the Student Business Services Office. Please do not email it because your private information will not be protected.
Please be aware that UNTD cannot discuss your financial information with anyone else unless you give your authorization for us to do so. If you would like your spouse or your parent to discuss the 1098-T information with us, please fill out an Authorization to Release Education Records.
UNT Dallas and UNT System employees are not qualified to advise you on tax matters. Please consult IRS Publication 970 or contact your tax adviser with any questions on how you should handle the information you have received.
Frequently Asked Questions
What are qualified tuition and related expenses?
Qualified tuition and related expenses are tuition, fees, and course materials required for a student to be enrolled at or to attend an eligible educational institution.
The following are not qualified tuition and related expenses.
- Amounts paid for any course or other education involving sports, games, or hobbies, unless the course or other education is part of the student's degree program or is taken to acquire or improve job skills.
- Charges and fees for room, board, insurance, medical expenses (including student health fees), transportation, and similar personal, living, or family expenses.
What are the requirements for claiming an educational tax credit?
Please refer to the following information from the IRS
When can I access my 1098-T form?
You will be able to access your 1098-T tax form by January 31st
What is form W-9S? Who must complete this form?
If we do not have your social security number (SSN) or individual taxpayer identification number (ITIN) listed in our system, we will notify you to complete a W-9S. A W-9S is needed so that we are able to put your SSN or ITIN on the 1098-T form required by the IRS. Please submit the form to Student Financial Services. You may also fax it to 940.565.3877. DO NOT EMAIL THIS INFORMATION.
Whom do I contact if I have questions about the amounts filled in on the 1098-T form?
Please email us at 1098T@untsystem.edu. Make sure to include your full name and student ID with your request for additional information.
Why does my Box 1 amount seem smaller this year than last year?
All payments are reported in the year in which they occur. The IRS states that the amount reported in Box 1 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.
Why does Box 1 not show all of what I paid?
Box 1 only reflects payments for those charges that are 1098-T eligible. According to the IRS qualified tuition and related expenses are tuition, fees, and course materials required for a student to be enrolled at or attend an eligible educational institution. The following are not qualified tuition and related expenses: amounts paid for any course or other education involving sports, games, or hobbies, unless the course or other education is part of the student's degree program or is taken to acquire or improve job skills; also, charges and fees for room, board, insurance, medical expenses (including student health fees), transportation, and similar personal, living, or family expenses.
Why did I not receive a 1098-T?
Non-resident aliens may not receive a 1098-T until their UNTD record is updated with a valid ITIN or SSN. This is done by submitting a completed Form W9-S to Student Accounting.
Requests to produce a new 1098-T for the prior calendar year will not be honored after the final IRS filing date of July 31st.
The University is not required to file a Form 1098-T or furnish a statement for:
- students who are taking courses for which no academic credit is offered, even if the student is otherwise enrolled in a degree program;
- students whose qualified tuition and related expenses are entirely waived or paid entirely with scholarships; and,
- students for whom the University doesn’t maintain a separate financial account and whose qualified tuition and related expenses are covered by a formal billing arrangement between an institution and the student's employer or a governmental entity.