{"id":97,"date":"2010-06-25T15:37:27","date_gmt":"2010-06-25T19:37:27","guid":{"rendered":"http:\/\/www.marshall.edu\/bursar\/update\/?page_id=97"},"modified":"2025-06-30T14:23:48","modified_gmt":"2025-06-30T18:23:48","slug":"1098-t-faqs","status":"publish","type":"page","link":"https:\/\/www.marshall.edu\/bursar\/tax-information\/1098-t-faqs\/","title":{"rendered":"1098-T Frequently Asked Questions"},"content":{"rendered":"<h2>Tax Benefits for Higher Education<\/h2>\n<p>The American Opportunity (formerly Hope) and Lifetime Learning tax credits that may be available to you if you pay higher education costs.\u00a0To assist you in claiming these credits, Marshall University will file form 1098-T with the Internal Revenue Service by January 31 each year.\u00a0 This information in no way represents tax advice from the University, as it is \u00a0the responsibility of the taxpayer to determine eligibility for the credit.\u00a0 Please do not contact Marshall University regarding your eligibility for this credit.<\/p>\n<p>To obtain more information on the American Opportunity and Lifetime Learning tax credits, please refer to <a href=\"https:\/\/www.irs.gov\/pub\/irs-pdf\/p970.pdf\">IRS Publication 970 &#8211; Tax Benefits for Higher Education<\/a> or contact the Internal Revenue Service directly at 1-800-829-1040.\u00a0 For specific questions concerning information provided within your 1098-T please contact Marshall University at 1-800-438-5389.<\/p>\n<h2>What is a Form 1098-T (Tuition Statement)?<\/h2>\n<p>The IRS requires the University to issue Form 1098-T, Tuition Payments Statement, to each student by January 31.\u00a0 The form 1098-T is an information tax document to aid taxpayers in determining whether they are eligible to claim a tax deduction or one of the education tax credits.\u00a0 The Form 1098-T is NOT to be filed with a tax return.\u00a0 Its purpose is not to report scholarship income to the IRS.\u00a0 It is for information purposes only.<\/p>\n<h2>How To Obtain a Copy of Your 1098-T Form<\/h2>\n<p>Marshall University will mail the 1098-T forms by January 31st each year.\u00a0 If you did not receive your copy or need an additional copy, simply log into <a title=\"CA$Htrack\" href=\"https:\/\/epay.marshall.edu\/secure\/cgi\/ebill.cgi\">CA$Htrack<\/a>. \u00a0Once logged in, 1098-T information is accessible in the bottom, right-hand corner. \u00a0Select the desired tax year and click on &#8216;Submit&#8217;. \u00a0You may then print the form from your web browser to assist you in your tax preparation.<\/p>\n<p class=\"text-info\">(please note that the 1098-T will contain\u00a0ONLY transactions occurring from January 1 &#8211; December 31 in the given tax year)<\/p>\n<h2>Why was I excluded from receiving a 1098-T?<\/h2>\n<p>Marshall University is not required to issue a 1098-T to students whose qualified tuition and related expenses are entirely waived or paid entirely with scholarships or grants (when Box 5 is equal to or greater than Box 1).<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Tax Benefits for Higher Education The American Opportunity (formerly Hope) and Lifetime Learning tax credits that may be available to you if you pay higher education costs.\u00a0To assist you in claiming these credits, Marshall University will file form 1098-T with the Internal Revenue Service by January 31 each year.\u00a0 This information in no way represents<\/p>\n","protected":false},"author":113,"featured_media":0,"parent":95,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-sidebar-right.php","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-97","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.marshall.edu\/bursar\/wp-json\/wp\/v2\/pages\/97","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.marshall.edu\/bursar\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.marshall.edu\/bursar\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.marshall.edu\/bursar\/wp-json\/wp\/v2\/users\/113"}],"replies":[{"embeddable":true,"href":"https:\/\/www.marshall.edu\/bursar\/wp-json\/wp\/v2\/comments?post=97"}],"version-history":[{"count":1,"href":"https:\/\/www.marshall.edu\/bursar\/wp-json\/wp\/v2\/pages\/97\/revisions"}],"predecessor-version":[{"id":4503,"href":"https:\/\/www.marshall.edu\/bursar\/wp-json\/wp\/v2\/pages\/97\/revisions\/4503"}],"up":[{"embeddable":true,"href":"https:\/\/www.marshall.edu\/bursar\/wp-json\/wp\/v2\/pages\/95"}],"wp:attachment":[{"href":"https:\/\/www.marshall.edu\/bursar\/wp-json\/wp\/v2\/media?parent=97"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}