IRS Form 1098-T

Washington University reports the payments applied to your student account posted during the calendar year that paid for Qualified Tuition and Related Expenses (QTREs). These payments include cash, check, wire, credit card payments as well as any loans, scholarships, grants and third party payments.  Any anticipated amount will not be included in Box 1.

QTRE stands for Qualified Tuition and Related Expenses. Generally, QTREs include tuition and mandatory fee charges such as activity fees or lab fees.  For 1098-T purposes, only those QTRE charges that relate to the academic terms that occur during the calendar months January through December are reportable in any given reporting year. QTREs do not include housing, meal plans, parking or insurance charges.  To learn more about QTREs, please refer to the https://www.irs.gov/forms-pubs/about-form-1098-T website.

Box 5 contains the sum of all scholarships administered and processed for the student’s account during the calendar year. Scholarships that pay for tuition (qualified scholarships) as well as for housing, books, and other expenses (non-qualified scholarships) will be included in this amount. Tuition discounts and payments received from third parties that are applied to student accounts for educational expenses are included in this box. Any anticipated scholarship, grant or loan will not be included.

1098-T forms will be available in Workday by January 31st. Authorized friends and family do NOT have access to the 1098-T, but students can download the 1098-T from Workday and provide it to a parent, guardian, or other third party if needed.  WashU will NOT be able to provide the form to anyone other than the student.  The student will be able to find the 1098-T form under Statements and Documents in Workday.

The 1098-T is provided so that the student and their tax preparer can decide the best course of action for any possible tax benefits including the Lifetime Learning Credit and the American Opportunity Tax Credit. Washington University staff members, including those in Student Accounting, are unable to provide personal tax advice. If you have additional questions, please consult a tax advisor.

The university does not prepare a 1098-T form for students that meet any of these IRS exceptions

1. Student who did not have any payments towards qualified charges during the tax year.
2. Student is considered a nonresident alien; a 1098-T will only be issued upon request.
3. The courses were not for academic credit.

Important: Social Security numbers or individual taxpayer identification numbers (ITIN) are required for the Form 1098-T. If you expect to receive a Form 1098-T, please be sure that all student information is up-to-date.  with the Registrar’s Office. Update your personal information in Workday, please click here to learn more about the process.

Please contact Student Account for any questions regarding 1098-T forms at (314) 935-5274 or Student.Accounting@wustl.edu.

For a listing of FAQ’s please click here.