1098-T

1. 你会 receive a 1098-T only if you had out-of-pocket payments, whether paid by 你还是用贷款，为“合格的教育费用”买单.”   IRS Publication 970 defines "qualified educational expenses" as tuition, fees, and books. 
2. 你会 不 我收到了学费部分的1098-T表格 tax-free educational assistance.   Per IRS guidelines:  If you pay qualified education expenses with certain tax-free funds, you can不 claim a 信贷 for those amounts. 你必须减少合格的教育费用 您收到的任何免税教育援助和退款的金额.  A 1098-T is, t在这里fore, 不 签发的部分学费支付 tax-free educational assistance 包括:
   • 奖学金和助学金的免税部分;
   • 佩尔助学金,
   • 雇主提供的教育援助;
   • 退伍军人' educational assistance, and/or
   • Any other nontaxable (tax-free) payments (other than gifts or inheritances) received 作为教育援助(包括CAP和FSEOG补助金).

是的. 《皇冠8868会员登录》第6050S条，由纳税人救济局颁布 Act of 1997, requires institutions to file information 返回s to assist taxpayers and the IRS in determining eligibility for the Hope and Lifetime Learning education 税收抵免.

The IRS instructs institutions to report either payments received (Box 1) or amounts 1098-T表格上符合条件的学费和相关费用(栏2). Once an institution has selected one of these options, they can不 change reporting methods between calendar 一年s without IRS permission. 皇冠8868会员登录山谷学院报告合格的学费和 related expenses that were billed during the tax 一年 ( Box 2 ); t在这里fore, Box 1 -已收到的合格学费和相关费用将为空白.

Qualified tuition and related expenses refer to tuition and required fees, such as segregated fees and lab fees, a student must pay to be enrolled at or attend an eligible education institution.  学费减免和减免被认为是减少 qualified tuition and expenses.

Qualified expenses do 不 include:

1. Amounts paid for any course or education involving sports, games or hobbies unless the course or other education is required as part of the student's degree program 或被用来获得或提高工作技能.
2. Charges and fees for room, board, insurance, transportation, personal, living and other family expenses.
3. The cost of books and equipment are generally 不 qualified expenses because eligible educational institutions usually do 不 require that the cost of the books or equipment be paid to the institution as a condition of the student's enrollment or attendance at the institution.  然而，一些校园可能会强制收取教科书费或租金 该计划可作为合格的相关费用包括在内.

Not necessarily. WVC需要提供“账单金额”和“奖学金” or grant" figures to help you determine the amount of qualified expenses you can claim on your IRS Form 8863. 根据《皇冠8868会员登录》第25A条，纳税人可以申请 an education tax 信贷 only with respect to qualified tuition and related expenses 在日历年内支付(不计费). 您需要查看您的付款记录 确定实际支付的合格费用. Remember that qualified amounts paid 通过学生贷款可以算作符合这些目的的付款. 奖学金 and 收到的补助金可能会减少您的合格付款金额. See IRS Publication 970 以确定您的合格费用支付金额的信息.

This information may be found on your campus' Student Information Systems on your 学费账户或皇冠8868会员登录账单历史记录. If you are a parent looking for this information for a student, please ask your student to access this information 为你.

This box shows the amount of any tuition and fees reductions in the current calendar 在前一个日历年度中收取的费用.

The figure in Box 5 includes scholarships, grants and, if applicable, payments made 由第三方根据正式计费安排(如.e. outside scholarships, employer 提供教育援助(不论是否纳税)、军事援助等.), 都是由皇冠8868会员登录谷学院管理的. If you received other forms of outside scholarships and grants 不 administered by WVC, it is your responsibility to adjust the figure accordingly. 第三方付款不包括已支付的款项 by your parent or other individuals.

皇冠8868会员登录 Valley College does 不 determine whether your education benefits are being taxed by your employer. 因此，奖学金和助学金增加了100% employer provided payments under a formal billing arrangement and it is up to the student to adjust their qualified tuition and related expenses accordingly based on 雇主福利的可征税性.

This box shows the amount of any scholarship, grant, and if applicable, third party reductions in the current calendar 一年 for aid that was 信贷ed in a previous calendar 一年.

Box 8 will 不 be checked if you were 不 enrolled at a half-time status during an 在日历年内注册或计费的学术期间. 皇冠8868会员登录 Valley College checks this box if you were half-time or more for at least one term beginning during the 一年. 这些信息对于确定资格非常重要 for the Hope Credit.

表格上最重要的信息是你的社会安全号码 . You must submit a written request to change or correct your SSN by mail or in person to the Registrar's Office. 您可能需要提供一份已签署的、清晰的副本 your Social 安全 card or complete Form W-9S (Request for Student's or Borrower's 纳税人识别号码及证明). Form W-9S is the official IRS form used to state your SSN. 您只需要在申请时填写此表格的第一部分 a 1098-T. 在标有“纳税人识别号”的空白处输入您的社会安全号.”

一般来说，外国学生不能申请学分. However, some foreign students may be eligible. 审查国税局的表格，说明和出版物的指导.

你的名字是你的税务信息的关键元素. Contact the WVC registrar office at (509) 682-6835.

No. The address shown on Form 1098-T is irrelevant for IRS income tax filing purposes. 但是，您应该确保WVC拥有您的当前信息. 

2月15日之后，可以从WVC收银员处购买重印版th 为8美元.00.

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