Annual FORM 1098-T federal tax documents are made available to qualified students in the month of January following the tax year. A paper copy will be mailed by January 31, to those students who have not opted for electronic delivery.
How to Add, Verify or Update your SSN/TIN or Name on File
If you have not provided Tulane with a valid Social Security or a Tax ID number, you must provide that information at this time to be eligible for a Form 1098-T. You may provide that information securely to Tulane by:
- Log on to Gibson Online. An alert will be displayed on the Student tab to complete your Social Security Number Request. If you previously dismissed the popup with "Don't Ask Again", you may not be able to use the online form.
- Printing and completing Tulane’s substitute FORM W-9S. This form can be downloaded from our Forms and Documents page.
- For name changes, please contact the Office of the Registrar at (504) 865-5231 or by email at email@example.com for more information. Please also notify Account Receivable of your intention to update your legal name at firstname.lastname@example.org.
E-mails have been sent to students who may be missing SSN/TIN information. Sample messages are linked below:
Form 1098-T is the information return that colleges and universities are required to issue for the purpose of determining a student's eligibility for the American Opportunity Tax Credit and Lifetime Learning Credit education tax credits. More information about these tax credits can be found online: https://www.irs.gov/individuals/education-credits-aotc-llc
A 1098-T form is produced annually for each student with qualifying account transactions if a valid Social Security or Tax Identification Number was provided to the University. A paper form will be mailed to each qualifying student no later than January 31.
Accounts Receivable staff are not tax preparers and cannot give advice on your tax return preparation. You may refer to IRS Publication 970 for more information.
Why did I not receive a 1098-T? I paid tuition in year.
You may not receive a form if one any one of the following is true:
- No payments were received by Tulane University in calendar year, January 1 to December 31.
- You received credit balance refund(s) in excess of the QTRE payment(s) made in calendar year
- You were not billed QTRE in calendar year
- Your QTRE amount was reduced to zero by a tuition waiver
Below is an explanation of how Tulane determines the value in each box of the 1098-T form.
Box 1: Payments Received for Qualified Tuition and Related Expenses
Box 1 displays the total amount of payments received for qualified tuition and related expenses from all sources during the calendar year. Payments displayed in Box 1 cannot exceed QTRE. The amount reported is the total amount of payments received less any reimbursements or refunds made during the calendar year. Qualified tuition and related expenses may not include items that are permissible expenditures under college savings plans.
Box 2: Reserved
Beginning 2018, institutions are required to report amounts paid for QTRE in Box 1.
Box 3: Reserved
For the tax year 2018, Box 3 is checked to signify the change Tulane made to report Payments Received in Box 1. Prior to 2018, Tulane reported QTRE in Box 2.
Box 4: Adjustments Made for Prior Year
Box 4 represents a reduction in payments made for QTRE originally billed in a prior calendar year.
Box 5: Scholarships or Grants
Box 5 displays the total amount of any scholarships or grants processed during the calendar year for payment of the student's costs of attendance. Scholarships and grants generally include all payments received from 3rd parties (excluding family members and loan proceeds). This includes payments received from governmental and private entities such as the Department of Veterans Affairs, the Department of Defense, civic, and religious organizations, and nonprofit entities.
Box 6: Adjustments to Scholarships or Grants for a Prior Year
Box 6 displays the amount of any reduction to the amount of scholarships or grants that were reported for any prior year after 2002.
Box 7: Checkbox for Amounts for an Academic Period Beginning in January through March 2022
Box 7 is checked if any payments of qualified tuition and related expenses reported for 2021 relate to an academic period that begins in January through March of 2022.
Box 8: Check if at Least Half-Time Student
Box 8 is checked if the student was at least a half-time student during any academic period that began in 2021. A half-time student is a student enrolled for at least half the full-time academic workload for the course of study the student is pursuing.
Box 9: Check if a Graduate Student
Box 9 is checked if the student was a graduate student. The student is a graduate student if the student was enrolled in a program or programs leading to a graduate-level degree, graduate-level certificate, or other recognized graduate-level educational credential.