1098-T FAQ’s

What is IRS Form 1098-T?

Form 1098-T is an informational form filed with the Internal Revenue Service to report the amounts billed to you for qualified tuition, related expenses, and other related information that were actually paid during the calendar year. The primary purpose of the IRS Form 1098‐T is to inform you that we have provided this required information to the IRS.

Why did I receive a Form 1098-T and what am I supposed to do with the Form 1098-T?

You, or the person who may claim you as a dependent, may be able to claim an education tax credit on IRS Form 1040 for the qualified tuition and related expenses that were actually paid during the calendar year.

Unfortunately, we cannot provide you with tax advice, so we suggest that you contact your accountant or tax advisor if you have specific questions related to your tax requirements and responsibilities.

What does each box mean?

Box 1: Reflects payments received during the calendar year not to exceed the total of QTRE charged.

Box 4: Adjustments made to a prior year’s billed qualified tuition and related expenses (if applicable)

Box 5: Scholarships, Grants, or most Third Party payments (excluding payments from 529 plans)

Box 6: Adjustments made to a prior year’s scholarships or grants (if applicable)

Box 7: Box 7 is checked if the amount in Box 1 includes payments for an academic period beginning January – March of the following tax year.

Box 8: Box 8 is checked if you are enrolled half time or greater

Box 9: Box 9 is checked if you were enrolled as a graduate student

What is considered Qualified Tuition and Related Expenses QTRE?

Qualified Expenses	Non-Qualified Expenses
Tuition	Housing
Mandatory Fees	Meal Plans
Program Fees	Parking Fee / Permits
	Health Insurance (if required)
	Bear Bucks / ID Replacement

Why does Box 1 on my 1098-T not match the total amount I paid to the university?

Washington University in St. Louis is required to report payments amounts that apply to QTRE. This amount may be less than the total payments made to the University if those payments went towards non-QTRE charges. Please note: 1098-T are based on calendar year and not academic year.

Why aren’t my payments for Spring 2023 included in Box 1?

1098-T reporting is based on calendar year. Payments made for Spring 2023 charges made prior to January 1, 2023 may have been accounted for on your 2022 1098-T Form.

When will I receive my 1098-T Form?

Federal regulations mandate these items to be postmarked no later than January 31st to all eligible students with a valid Social Security number on file and an address in the United States. Online access to this document may be available before that via WebSTAC.

Why didn’t I receive a 1098-T Form?

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

My personal information is incorrect. How can I fix it?

If your SSN/ITIN is incorrect, please reach out to the University Registrar’s Office at registrar@wustl.edu or 314-935-5959
If your address needs to be updated. Student Accounting can assist at student.billing@wustl.edu or 314-935-5274