The University of Pennsylvania provides the 1098-T form each year to students who have paid qualified tuition and related expenses. The 1098-T form can assist you with filing for federal education tax credits for which you may be eligible. You can find detailed information about claiming education tax credits in IRS Publication 970, page 9.
NEW IN 2018
In previous years, your 1098-T form included a figure in Box 2 that represented the qualified tuition and related expenses (QTRE) we billed to your student account for the calendar (tax) year. Due to a change to institutional reporting requirements under federal law, beginning with tax year 2018, we will report in Box 1 the amount of QTRE you paid during the year. This total includes Summer 2018, Fall 2018, and Spring 2019.
Total payments reported in Box 1 cannot exceed the amount of QTRE. The amount reported in Box 1 is not reduced by scholarships and grants reported in Box 5.
This year, we have partnered with our vendor, Heartland ECSI, to deliver your 1098-T form electronically within Penn.Pay.
Keep in mind that the 1098-T is an informational form and your student account statement is the most important information you can use to support a claim for a federal tax credit or deduction. Students and Authorized Users can generate their own account activity report in Penn.Pay. For tax purposes, print your payment history activity from January 1 to December 31.
Frequently Asked Questions
The University of Pennsylvania is required to provide a 1098-T form to any student that was enrolled and had qualified tuition and related expenses during the previous calendar year.
- If you received scholarships and/or grants greater than the value of tuition and fees or if tuition and fees were entirely waived.
- If you are classified as a Non Resident Alien on the University of Pennsylvania student record database.
- If you didn’t provide us with your Social Security Number (SSN). If you provide your SSN to the Registrar's Office or send in a W-9S Form we can send a 1098-T form to you.
Qualified Tuition & Related Expenses