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1098-T Tuition Statement

The 1098-T Hope and Lifetime Learning tax credit tuition statements are mailed to students in January. The 1098-T Hope and Lifetime Learning tax credit data is also available to view online through Student Online Services. Students can view 1098-T tax information for prior years through Student Online Services as well.

Universities are required to report this information to students to assist with the American Opportunity Credit which may be utilized when filing an annual Individual Income Tax Return Form to the IRS. OSU Student Finance staff are not tax professionals, and cannot provide advice on completing a tax return form, the use of the information provided on the 1098T form, or provide services to compute tax credits.

 

The following are some of the resources available for tax information:

  • IRS Tax Form 8863 with form instructions
  • IRS Publication 970 Tax Benefits for Education
  • Online: http://www.irs.gov
  • IRS 800 Phone Number: 1-800-829-1040
  • Professional Tax Preparers