University of Massachusetts Dartmouth must get your correct identifying number to file Form 1098-T, Tuition Statement, with the IRS and to furnish a statement to you. This will be your Social Security number (SSN) or, if you are not eligible to obtain an SSN, your individual taxpayer identification number (ITIN).The IRS will not be able to use the Form 1098T filed by University of Massachusetts Dartmouth without the SSN/ITIN number. Form 1098-T contains information about qualified tuition and related expenses to help determine whether you, or the person who can claim you as a dependent, may take either the tuition and fees deduction or claim an education credit to reduce Federal income tax. For more information, see IRS Pub. 970, Tax Benefits for Higher Education.
How do I provide my SSN or ITIN for my 1098T?
Deliver or mail the completed form UMass Dartmouth W-9S Form to the address provided on the W-9S form. Do not email the form. Email is not a secure way to transmit personal information.
When will my 1098-T tax form be available, and how can I get it?
In accordance with requirements of the Tax Relief Act of 1997, the 1098-T tax credit form is intended to provide you with information to assist you in determining your eligibility for possible Hope Credits or Lifetime Learning Credits. This tax credit form will be mailed on or before January 31 each year.
Students can obtain their tax information by logging into COIN Student Self-Service account. Once logged in, under the Finance section of the Student Center, select View 1098-T and select the appropriate year.
If you do not receive your 1098-T tax credit form: contact the Bursar's Office at 508-999-8832.
If the information on the 1098-T is incorrect: please leave a message on the Tax Credit Line for assistance: 508-999-8919.
How do I find the amount I paid in a specific calendar year?
The University of Massachusetts Dartmouth reports tuition and qualified expenses on the 1098-T tax form. The 1098-T that is available through COIN Student Self-Service provides payments made in a specific calendar year for informational purposes. Also through your COIN access, you are able to view all payments made. On the Student Center, in the Finance section select the account summary link. You may view each term for details on charges and payments made. You may also need to reference cancelled checks, bank statements, or credit card statements to verify these payments.
How to read a 1098-T
Box 1: Payments received for qualified tuition and related expenses.
This box will be left blank on all University of Massachusetts Dartmouth 1098-T forms. Universities may choose whether to report payments received or amounts billed; they are not required to report both amounts. University of Massachusetts Dartmouth has chosen to report qualified tuition and related expense amounts billed. Therefore, box 1 will be left blank.
Box 2: Amounts billed for qualified tuition and related expenses.
The amount listed in this box will contain the sum of all tuition and mandatory fees billed to a student's account during a calendar year less any waivers. The amount included in Box 2 includes charges billed during the calendar (tax) year regardless of term or when charges were paid. Amounts billed to a student for housing, meal plans, health insurance, or other non-required fees will not be included in the Box 2 amount. For more information on what is considered an eligible or qualified expense, please speak to a tax preparer or visit the IRS website at www.irs.gov.
This box shows whether the institution has changed its method of reporting. This box will be left blank since the University of Massachusetts Dartmouth has not changed its current method of reporting from the previous year.
Box 4: Adjustments made for a prior year
The amount in this box is the sum of all reductions in tuition (refunded or not) and qualified expenses billed, and therefore reported, in a prior year. This amount is reported as a positive number per IRS requirements. However, it is actually a decrease to the amount that was reported on a prior year 1098-T.
Box 5: Scholarships and Grants
This box contains the sum of all scholarships and grants that the University of Massachusetts Dartmouth has administered and processed for the student accounts for educational expenses during the calendar year.
Box 6: Adjustments to scholarships or grants for a prior year
Decreases of scholarship, financial aid or grant amounts related to scholarships reported in a prior year are included in this box. This amount is reported as a positive number per IRS requirements. However, it is actually a decrease to the amount that was reported on the prior year 1098-T.
This box will be checked if the amount reported in Box 2 includes tuition or qualified amounts billed to a student account in a current year for a semester beginning in the next calendar year.
A check in this box indicates that you are or have been enrolled at the University of Massachusetts Dartmouth at least half-time for at least one semester during the calendar year. If you are at least a half-time student for at least one academic period that begins during the year, you meet one of the requirements for the Hope credit. You do not have to meet the workload requirement to qualify for the Lifetime Learning Credit.
This box will be checked if you are enrolled in a program leading to a graduate-level degree. If you are enrolled in a graduate program, you are not eligible for the Hope Credit, but you may qualify for the Lifetime Learning Credit.
This box is not used by the University of Massachusetts Dartmouth so it will be left blank.
If you have questions about how to compute your education tax credit, you should consult your tax professional or refer to the IRS. The University of Massachusetts Dartmouth is not able to provide tax advice. Please use the following link for further information on 1098-T forms and tax credits:
- IRS website: http://www.irs.gov/
- IRS Publication 970 – Information on the Hope Scholarship Credit and Lifetime learning Credit
- IRS Form 8863, Education Credits (Hope and Lifetime Learning Credits)
IRS Telephone Assistance Hotline: 1-800-829-1040