1098-T FAQ

​Form 1098-T:  Frequently Asked Questions by Students

What is Form 1098-T?

  • The Form 1098-T is a statement of adjusted tuition paid in the calendar year. The Form 1098-T is for your use when preparing personal income taxes. The American Opportunity Credit and the Lifetime Learning Credit allow eligible taxpayers to claim a tax credit against their Federal Income Tax for qualified tuition and related expenses.
  • If you consented to receive your Form 1098-T online, the Form 1098-T will be available by January 31st of each year, in Self Service. The Form 1098-T you print will be the only Form 1098-T you will receive. If you did not consent to receive your Form 1098-T online, the Form 1098-T will be mailed to the address on file by January 31st of each year.

Where will Form 1098-T be mailed?

  • Form 1098-T is mailed to students' mailing address on file.
    Click on Link:  Self Service
    Log on with your username and password (If you need assistance with logging on to Single Sign On/Self Service, please call the Help Desk at 408-270-6411.)

Click User Options
Select User Profile to confirm Mailing Address

The address listed in Self Service is the address where the Form 1098-T will be mailed.

If the address on file is incorrect, complete the Change of Status/Demographic form and submit the form to the appropriate college.

For San Jose City College:

Click the link:  Admissions Change of Status Form

Complete the form, and submit the form in one of four ways:

  1) Fax it to 408-298-1935

  2) Email it to: sjcc.admissions@sjcc.edu

  3) Send via postal mail to

      SJCC – Admissions & Records

      2100 Moorpark Avenue

      San Jose, CA 95128


For Evergreen Valley College:

Click the link:  Admissions Change of Demographic Form

Complete the form, and submit the form in one of four ways:

  1) Fax it to 408-239-8809

  2) Email it to: evcar@evc.edu  

  3) Send via postal mail to

       EVC – Admissions & Records

      3095 Yerba Buena Road

      San Jose, CA 95135

Can I receive my Form 1098-T electronically?

  • Yes
  • Click on Link:  Self Service
    Log on with your username and password (If you need assistance with logging on to MyWeb, please call the Help Desk at 408-270-6411)
    Click Student
    Under Financial Information/Tax Information
    Select "Receive my 1098 Electronic Format"

What do I do if I don't receive my Form 1098-T?

  • Check Self Service first
  • Click on Link:  Self Service
    Log on with your username and password (If you need assistance with logging on to Single Sign On/Self Service, please call the Help Desk at 408-270-6411.)
    Click Student Finance
    Under Financial Information/Tax Information
    Select 1098 Information
    You can print the form if it's available.

In certain situations, Form 1098-T may not have been generated for you:
  1)  If you do not have a valid address reflected on Self Service   
  2)  If you do not have a valid Social Security Number or Taxpayer Identification Number
         on file.
  3)  If you paid no charges within the relevant tax year. When reviewing your records, please take into
       consideration actual payment dates, rather than semester start dates.

 4)  If you received fee waivers (i.e. California College Promise Grant (formerly Board of Governors or
       BOG Fee Waiver)) for all of your tuition during 2020.

If you paid for your tuition and did not receive the Form 1098-T, please email the following information:

  • Name
  • Student ID
  • 1098t Question/Request.

To email box 1098t@sjeccd.edu.   A District representative will respond as quickly as possible. 

Is Form 1098-T a bill?

  • No, it is not.

Why is San José-Evergreen CCD asking for my social security number (SSN) or individual taxpayer identification number (ITIN)?

  • The IRS can impose a penalty of $50 per information return for missing or incorrect SSN/ITINs. If not provided, or your number does not appear to be accurate, we will contact you and request that you submit your number to your College's Admissions and Records Office on Form W-9S, Request for Taxpayer Identification Number. If you do not provide the requested information, YOU MAY BE LIABLE FOR THE $50 PENALTY.


Do I need to provide a SSN/ITIN if I am a non-resident alien student?

  • No, you do not need to provide an SSN or ITIN as the District is not required by the IRS to submit a
    Form 1098-T. 

However, if you are a non-resident student and intend to file personal income taxes in the upcoming year you must provide your Taxpayer Identification Number in order to receive a valid Form 1098-T from the District. The Internal Revenue Service (IRS) does not require SJECCD to file a Form 1098-T for foreign students who are not US residents for tax purposes. This is because non-resident alien students are not eligible for education tax benefits. However, SJECCD cannot definitively determine which foreign students are residents for tax purposes. Also, the IRS does require, SJECCD to provide a 1098-T to a non-resident alien student who requests one. For these reasons we provide 1098-T forms to all students, including foreign students who may or may not be eligible for an education tax benefit. Please refer to the IRS website or a tax professional to obtain further guidance.


Is Form 1098-T a source of income I must include on my tax forms?

  • No, Form 1098-T is a statement of adjusted paid tuition amount.

How is the amount determined?

  • It will include the amount paid for tuition, less refunds and fee waivers.
  • It includes charges paid in the reporting year, without regard to the semester the charges apply to. For example, if you paid in December 2019 for the Spring semester starting January 2020, the charge would be included on the Form 1098-T for calendar year 2019.

Who do I contact if I think the information is incorrect?

  • Email the District Office at 1098T@sjeccd.edu. Please include your name, student ID and question. A District representative will reach out as quickly as possible.

It is important to remember that the amount on this form consists of payments processed by the District in calendar year 2020.

Does San José-Evergreen CCD send this information to the IRS?

  • Yes

How do I use qualified tuition and related expense information when preparing my tax return?

  • Instructions for calculating the credit can be found on IRS Form 8863. You may consult with the IRS or a tax professional to determine the amount of credit that you may be eligible to claim.

For more information on the American Opportunity Credit and the Lifetime Learning Credit, please refer to the IRS website or a tax professional to determine the amount of credit that you may be eligible to claim.

 

Is the COVID-19 emergency financial aid grants included in student's 1098-T? 

The emergency financial aid grants are qualified disaster relief payments which were not included in students' gross income. For further information please visit the IRS website or a tax professional to obtain further guidance.

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