IRS Form 1098-T Information

Education Tax Credits (1098-T)

Important notice: Effective January 1, 2018, tax law requires all educational institutions to report payments received for qualified tuition and related expenses (QTRE) in Box 1 of the Form 1098-T.  Scholarships & Grants awarded during the 2018 calendar year will continue to be shown in Box 5.

In previous years, IRS Form 1098-T included a figure in Box 2 that represented the qualified tuition and related expense (QTRE) the university billed to the student account for the calendar (tax) year. 

Families filing a U.S. tax return may be eligible for educational tax credits when claiming their University of Louisville student as a dependent. In mid-January, the Bursar's Office will generate an IRS Form 1098-T necessary to file for these tax credits. The 1098-T will be provided electronically via the student’s account

Please visit:

ULink > Student Services Tab > Tuition-Fees-Payment > View 1098-T

On-line access to the 1098-T information is also available at Heartland ECSI. You will need your SSN to access the information.  You will ONLY have access to review and print your 1098-T.

Click here for 1098-T FAQs.

Additional information

More information about the American Opportunity Tax Credit, and other educational tax benefits enacted in 1997 and thereafter may be obtained by:

  • Consulting a tax professional

Viewing one of the following web sites:

Disclaimer

The University of Louisville is not qualified to provide legal and/or tax advice. The information provided may or may not reflect recent revisions in IRS regulations. For tax advice on your specific situation, contact a tax professional. For additional information regarding the education tax credits you can call the IRS at 1-800-829-1040. You can also refer to Form 8863, Education Credits (American Opportunity and Lifetime Learning Credits) for more information regarding how to calculate and claim the education tax credit and the loan interest deduction.