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» 1098-T: Tax Statement

Effective in calendar (tax) year 2018, the IRS (Internal Revenue Service) has changed the reporting requirements for form 1098-T. In previous years, your 1098-T may have included a figure in Box 2 that represented the qualified tuition and related expenses Chapman University billed to your student account for the calendar (tax) year.

Per the new IRS regulations, colleges and universities will no longer use Box 2. All “amounts paid” will be in Box 1 for qualified tuition and expenses. For more information, please visit the IRS website to learn more about this.

The Tax Year begins on January 1 and ends December 31.

Chapman University works with Heartland ECSI to provide Chapman University students their 1098-T statements. 1098-T statements will be available electronically or mailed by January 31 to the current address on record at the time of processing.

There are two established education tax credits both by the Taxpayer Relief Act of 1997 (TRA-97): American Opportunity Credit and the Lifetime Learning Credit.

Neither your school, nor its Tax Credit Reporting Service (ECSI), can provide individual income tax advice. After reviewing this information, if you have any 1098-T tax related questions regarding your tax credit, your eligibility, reporting your tax credit on your tax return, or any other 1098-T specific concerns, please consult your tax professional or the IRS at 1-800-829-1040 or www.irs.gov.

Additional Resources:

IRS Website

Qualified Educational Expenses per IRS

+ - 1098-T Tuition Statement: Frequently Ask Questions

Will payments for Interterm and Spring semesters be reported on the 1098-T?
  • All payments received within the calendar year, that applied to qualified educational expenses, are reported in box 1 on the 1098-T.
I am a non-citizen with a social security or ITIN number, would I get a 1098-T?
  • Yes, if there are qualified educational expenses that are paid within the calendar year. 
Why did my payment apply to a different term or charge?
  • Certain financial aid will apply to tuition and fees, before student payments. The change will be reported in box 6 as "adjustments to scholarships and grants in the prior year".
What are qualified educational expenses?
Can I receive the 1098-T electronically?
  • The student had until January 14 to consent to receive it electronically. If the consent was submitted by the deadline, the student will receive an email, to their Chapman University email address, when the 1098-T is available.
Can access be provided to the 1098-T electronically to someone other than the student?
Can the student provide access to a Panther Partner Authorized User to receive the 1098-T electronically?
Will the Panther Partner Authorized User receive an email notice, when the 1098-T is available online?
Where does the student view their 1098-T electronically?
  • The student will need to log-in to their student center via my.chapman.edu and click on "Access ePay". From the ePay site, the student would select "View 1098-T Statement".
Where do Panther Partners Authorized Users log-in to view the 1098-T electronically?
  • Panther Partners Authorized Users, who have been given consent, may log-in to their Access ePay portal using their credentials.
What if the student did not provide consent to the 1098-T electronically?
  • The 1098-T will be mailed by January 31 to the permanent address on file at the time of processing.  It will also be available to the student electronically via the ePay site.  
The student forgot or did not provide a Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) to the university. Will the student receive a 1098-T?
  • If student has payments for qualified educational expenses in the calendar year and did not provide ITIN or SSN, Chapman has partnered with Heartland ECSI who will generate a number in the Student Tax Payer Identification field on the 1098-T Tuition Statement.
I received the 1098-T Tuition Statement and it has the wrong Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN).  What should I do?
  • The student will need to provide a W9-S form to the Student Business Services Office. Do not email the W9-S form.  The form can be submitted in person, in the mail, or via fax.
Can Chapman University representatives and/or Heartland ECSI provide tax advice?
  • No, you must contact your tax professional or the IRS at 1-800-829-1040 or www.irs.gov

+ - 1098-T Tuition Statement: Brief Box Description

2018 1098-T Form

Box 1 - All payments made towards qualified educational expenses received in the calendar year.

Box 2 – Per IRS regulations, Chapman University will not be reporting information here, but will report in Box 1.

Box 3 - Checked off for 2018. This is the first year Chapman University changed to Box 1.

Box 4 – Any adjustments made for a prior year will be reported here. 2019 will be the first year you may see amounts reported in box 4. 

Box 5 - Only scholarships, grants, and third party activity in the calendar year.

Box 6 – Adjustments to scholarships, grants, and third party for a prior year.

Box 7 - Qualified payments received for future term January-March.

Box 8 – At least half-time student.

Box 9 – Graduate student.

+ - W-9S Form: Request for Student Identification Number

Chapman University is required to report certain information concerning your status as a student to the Internal Revenue Service (IRS) on a tax statement form 1098-T, Tuition Statement. In order to properly prepare and submit your tax statement, a valid Social Security Number (SSN) or Individual Tax Identification Number (ITIN) must be provided. This information will be used only for IRS reporting purposes, and it will not be used as an identifier on your student record. We encourage all students to verify that their Chapman University record contains a valid SSN or TIN.

 How to submit W-9S Form:

Click here to download W-9S Form (PDF)

Once signed and completed, you can submit the W-9S form via fax, mail, or in person to the Business Office.

Deadline to submit IRS Form W-9S: December 19, 2018

Fax: (714) 744-7995
Mail: Chapman University
Attention: Student Business Services
One University Drive
Orange, CA 92866