1098T Q&A DISCLAIMER: The following general information should not be taken as tax or legal advice. California State University, Channel Islands cannot provide tax service with these reporting forms. For tax preparation advice, please consult your tax advisor.
Important Updates and Reminders regarding your 2024 1098-T form.
- To receive your 1098-T electronically and view online, you must provide consent. Step-by-step instructions on how to consent to electronic delivery of your 1098-T may be found here: How to Consent for a 1098-T (PDF, 311KB).
- Dolphin email accounts should be checked regularly for updates and general information regarding the form 1098-T.
- Students must provide a correct social security number (SSN) or individual taxpayer identification number (ITIN) no later than January 3, 2025. to the Registrar's Office and notify Student Accounting via email of the submission. Wrong information on file could result in fines imposed on the student by the Internal Revenue Service (IRS). For the protection of personal information, do not send any SSN or ITIN documents via email. To learn how to update this information, please reference the 1098-T FAQs.
Table of Contents
- What is the 1098-T tax form?
- When will the 1098-T form be available?
- Can I receive my form 1098-T electronically?
- What are the benefits of receiving my form electronically?
- Where can I find my electronic 1098-T?
- Why did I not receive my 1098-T form?
- Why is my Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) required for the 1098-T tax form?
- The Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) on my form 1098-T is missing or incorrect. What should I do?
- The name on the form is incorrect or has been changed, how can I get it corrected?
- I made a payment in December, why doesn鈥檛 it show up in box 1 on my form?
- Can you tell me how to use the 1098T information when filing my taxes?
- Can my parent(s) or other persons who claim me as a dependent, or my tax preparer receive my form 1098-T directly instead?
- How do I revoke my consent to an electronic form 1098-T?
- My address listed on the form 1098-t has changed. How will this affect me?
- Prior to 2018, my form 1098T did not reflect data in box 1, but now data is showing in that box. Is this correct?
1. What is the 1098-T tax form?
- The 1098-T tax form is a Tuition Statement provided by higher education institutions to all eligible students who paid for Qualified Tuition and Related Fees (including non-resident tuition) during the 2024 calendar year. The form contains information about qualified tuition and related expenses to help determine whether you, or the person who can claim you as a dependent, may claim an education credit to reduce Federal income tax. For more information, see IRS Pub. 970, Tax Benefits for Higher Education.
- The University is required to file 1098-T Tax Forms (Tuition Statement) with the Internal Revenue Service (IRS). Details of charges and payments posted to your account can be obtained via your myCI portal.
- More information on the 1098-T form can be found in or by contacting the IRS at: 1-800-829-1040.
2. When will the 1098-T form be available?
- 海角社区CI is required to make the form available no later than January 31st following the tax year. Generally, it is available prior to that date for students that have consented to receive the form electronically via their myCI portal.
- IF YOU DO NOT PROVIDE CONSENT, your form 1098-T will be mailed to the address on file in your myCI account by January 31, 2025.
- If your mailing address has changed, follow the How to Update Your Personal Contact Information (, 393KB) instructions to change your address online.
3. Can I receive my 1098-T form electronically?
All eligible 海角社区CI students can consent to view, print and save their 1098-T form via their myCI portal. The 2024 forms will be available on or before January 31, 2025. If you have not consented to receive your form electronically, log into your myCI account and go to:
- CI Records > Student Center > Finances
- Click on 鈥渧iew 1098-T鈥 from the drop-down menu and click the circle with the double arrows
- Click on the 鈥済rant consent鈥 button
- Click 鈥測es鈥 after you have read and agree to the Consent agreement.
- Consent is only required to be given once and is valid until canceled in writing.
- Students can withdrawal from receiving an electronic form at any time. Please reference question #14 for more information.
4. What are the benefits of receiving my form electronically?
- You receive the form earlier than traditional mailing.
- You eliminate the chance of having the form lost, misdirected, misplaced or delayed in the mail.
- You are able to view, print, and save the form via the myCI portal at any time.
- You help 海角社区 Channel Islands continue to promote sustainability by reducing paper waste.
5. Where can I find my electronic 1098-T?
That information can be found here: How to Access form 1098-T (PDF, 204 KB)
6. Why did I not receive my 1098-T form?
海角社区 Channel Islands is not required to file Form 1098-T or furnish a statement for:
- Non-credit program courses without Continuing Education Units (CEU), even if the student is otherwise enrolled in a degree program.
- The student account does not reflect any payments during the calendar year.
- The paper copy of the 1098-T form was mailed to the address on file and returned by the US Postal Service. Students must keep their address current through their myCI portal.
- The student is a non-resident alien.
7. Why is my Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) required for the 1098-T tax form?
- Federal regulations require students to furnish their Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) to ensure that informational return from 海角社区CI to the IRS is accurately reported.
- These requirements apply to any student, regardless of whether the student seeks or intends to seek the American opportunity tax credit (formerly 鈥淗ope credit鈥) or Lifetime Learning Credit.
- A student who does not provide a correct SSN or ITIN, can be subject to a fine imposed by the IRS.
- All students must verify that their SSN or ITIN information is accurate with the University and submit updates by January 3, 2025, to the Registrar鈥檚 office on campus. See below for more information.
8. The Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) on my form 1098-T is missing or incorrect. What should I do?
The single, most important information on the form is the student鈥檚 SSN or ITIN. Without your SSN/ITIN, the University cannot properly report an informational return with the IRS. The student鈥檚 SSN/ITIN must be correct. To update this information, take action immediately by following the steps below:
Note: For the security of your information, do not send this information via email!
- Complete the Correction of Demographic Information on Student Record (PDF, 324K), found on the campus website and submit it to the Registrar's Office by January 3, 2025. Visit the website to learn what supporting documents must accompany the form. Incomplete submissions will not be processed.
- After the Correction of Demographic Information on the Student Record form has been submitted to the Registrar's Office, you must email studentaccounting@csuci.edu. Please provide the date the information was submitted to ensure your form 1098-T is updated. For the protection of personal information, do not send any SSN or ITIN documents via email.
IMPORTANT: If your SSN or ITIN and date of birth are on file and/or you have submitted a Correction of Demographic Information form in the past to update your SSN, ITIN, date of birth, or address, and there have not been any additional changes, it is not necessary to do it again.
9. The name on the form is incorrect or has been changed, how can I get it corrected?
For IRS purposes, the name on your Social Security card must match the name on file with the University. To correct information with the University, complete the steps below:
Note: For the security of your information, do not send this information via email!
- Complete the Legal Name Change/Name Correction Request (PDF, 437K) and submit it, along with copies of legal documentation, via your myCI portal by clicking on the 鈥淒emographic Corrections鈥 service icon.
- Once the Legal Name Change/Name Correction Request form has been submitted to the Registrar's Office, you must email studentaccounting@csuci.edu to ensure your 1098-T form is updated.
10. I made a payment in December, why doesn鈥檛 it show up in box 1 on my form?
All in-person payments and/or mailed payments with Student Business Services must have been received by close of business on December 20, 2024, to be posted and reflected on the 2024 1098-T form. All electronic payments must have been posted by December 30, 2024.
11. Can you tell me how to use the 1098T information when filing my taxes?
- 海角社区 does not assist in tax preparation, act as a tax consultant, provide tax advice, and cannot answer your tax questions. Please consult a tax professional or the Internal Revenue Service (IRS) with your tax questions. Each student and/or parent(s) must determine eligibility for, calculation of, and limitation on the tuition for the Education Credits (Hope or Lifetime Learning Credit).
- Information for Education Credits can be found on the IRS website Publication 970 or by calling the IRS at 1-800-829-1040.
12. Why doesn't Box 5 (Scholarships and Grants) match my records?
Box 5 shows the amount of scholarships and grants the student received. Box 5 does not include loans. Scholarships and grants reduce the amount of qualified tuition and related expenses the student can use when calculating a deduction or credit.
13. Can my parent(s) or other persons who claim me as a dependent, or my tax preparer receive my form 1098-T directly instead?
- As required by FERPA (Family Education Rights & Privacy Act of 9.574), 海角社区CI or its personnel cannot provide this information directly to parents or other persons who may claim the student as a dependent, or tax preparers.
- If you are claimed as a dependent on another person鈥檚 tax return (such as your parent鈥檚 return), please give your Form 1098-T and Supplemental Information directly to that person.
14. How do I revoke my consent to an electronic form 1098-T?
- Eligible students can withdrawal from receiving an electronic form at any time by sending an email to studentaccounting@csuci.edu from the student鈥檚 海角社区CI email account.
- Requests from personal non-海角社区CI email addresses will not be processed. A confirmation of the request will be sent via email. Once a student revokes their consent, any future 1098-T forms will be mailed to the address listed on the student鈥檚 myCI account.
- For 2024 forms, addresses must be updated in the student鈥檚 myCI account no later than January 3, 2025, to avoid delays in receiving the form. Forms will be mailed on or before January 31, 2025.
15. My address listed on the form 1098-T has changed. How will this affect me?
The address shown on Form 1098-T is irrelevant for IRS income tax filing purposes. The single most important information on the form is the student鈥檚 Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN). If you opt to have your form mailed to you, then your address must be current by January 3, 2025, in your myCI portal to avoid delays in delivery.