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You can view and/or print your Form 1098-T by logging in to My UTPB, selecting the "My Finances" tile and selecting the "View 1098 T" option. If you do not consent to receive your 1098-T via on-line access, your form will be mailed to the address in your Student Profile.

  • The IRS Form 1098-T is an information form filed with the Internal Revenue Service.
  • The IRS Form 1098-T that you received reports amounts paid for qualified tuition and related expenses, as well as other related information.
  • You, or the person who may claim you as a dependent, may be able to take either the tuition and fees deduction or claim an education credit on Form 1040 or 1040A for the qualified tuition and related expenses that were actually paid during the calendar year.
  • There is no need to attach Form 1098-T to your tax return.
  • All information and assistance that University of Texas Permian Basin (UTPB) can provide to you is contained in this notice.
  • There is no IRS requirement that you must claim the tuition and fees deduction or an education credit. Claiming education tax benefits is a voluntary decision for those who may qualify.

Due to federally mandated tax reporting requirements effective for calendar year 2018, UTPB will now report all payments for qualified tuition and related expenses in Box 1. Please note this is different from prior years where only "billed" information for qualified tuition and related expenses was reported in Box 2. UTPB will continue to provide students with additional information of their paid information through the Form 1098-T Supplemental Information page of this web site. 

Amounts Paid for Qualified Tuition and Related Expenses

Box 1 of Form 1098-T reports the qualified tuition and related expenses paid during the calendar year. Qualified tuition and related expenses are sometimes referred to as qualified education expenses, although the terms are not always interchangeable. For purposes of the Form 1098-T provided by UTPB, the following categories of charges are included or not included in qualified tuition and related expense.

Qualified Tuition and Related Expenses

Included

  • Resident and Non-resident Statutory Tuition
  • Graduate and Undergraduate Program Tuition
  • Designated Tuition
  • Graduate and Undergraduate Course Differential Fees
  • Undergraduate and Graduate Course Fees
  • Distance Ed Fees
  • All Mandatory Fees

Not Included

  • Incidental Fees
  • Application Fees
  • Parking Fees
  • Graduation Fees
  • Health Insurance Premiums
  • UTPB Payment Plan Fees
  • Room and Board Charges
  • Course Related Books and Equipment
  • Registration fees paid for non-credit courses

Adjustments Made For a Prior Year

Box 4 of Form 1098-T reports adjustments made to qualified tuition and related expenses reported on a prior year Form 1098-T in Box 1. The amount reported in Box 4 represents a reduction in tuition paid during a prior calendar year. For example, if you paid Spring semester classes in December and withdrew from classes in January which resulted in a refund, Box 4 reports the decrease in paid tuition due to the withdrawal. The amount reported in Box 4 for adjustments to qualified tuition and related expenses may reduce any allowable education credit you may claim for the prior year. See IRS Form 8863 or IRS Publication 970 for more information.

Scholarships or Grants

Box 5 of Form 1098-T reports the total of scholarships or grants administered and processed by the UTPB Office of Financial Aid during the calendar year. The amount reported in Box 5 does not include:

  • Tuition waivers provided during the calendar year due to the student's status as a benefits eligible UTPB faculty or staff member or the spouse or dependent of an UTPB faculty or staff member.
  • Tuition waivers provided during the calendar year due to the student's status as an eligible research or teaching assistant/associate.
  • Student loans, for example subsidized, unsubsidized, PLUS, Perkins, and alternative loans.
  • Work-study.
  • Scholarships, grants, reimbursements or other types of sponsorships not administered or processed by UTPB Office of Financial Aid.

The amount of any scholarships or grants reported for the calendar year and other similar amounts not reported (because they are not administered and processed by UTPB) may reduce the amount of any allowable tuition and fee deduction or education credit that you are entitled to.

Beginning with the 2011 tax year, Veterans Education Benefit amounts received (Post 9/11 GI Bill) will now be included in Box 5.  For additional information on Veterans's Education Benefits, please visit either the IRS  or the Department of Veterans Affairs  website.

Adjustments to Scholarships or Grants For a Prior Year

Box 6 of Form 1098-T reports adjustments made to scholarships or grants reported on a prior year Form 1098-T in Box 5. The amount reported in Box 6 represents a reduction in scholarships or grants reported for a prior calendar year. The amount reported in Box 6 for adjustments to scholarships or grants may affect the amount of any allowable tuition and fees deduction or education credit you may claim for the prior year. See IRS Form 8863 for how to report these amounts.

Additional Information Reported

There are three additional information boxes that may have a check mark in them.

Box 7 indicates, if checked, that Box 1 includes amounts for an academic period beginning in the next calendar year. For example, if you registered and paid for the upcoming Spring semester during November or December, this box will be marked.

Box 8 shows whether you are considered to be carrying at least one-half the normal full-time workload for your course of study at UTPB for at least one academic period during the calendar year. If this box is marked, you meet one of the requirements for the Hope tax credit. You do not have to meet the workload requirement to qualify for the tuition and fee deduction or the lifetime learning credit.

Box 9 shows whether you are considered to be enrolled in a program leading to a graduate degree, graduate-level certificate, or other recognized graduate-level educational credential. If you are enrolled in a graduate program, you are not eligible for the American Opportunity credit, but you may qualify for the tuition and fee deduction or the lifetime learning credit.

Attaching Form 1098-T to Your Tax Return

You are not required to attach IRS Form 1098-T to your tax return. The IRS Form 1098-T is not like the IRS Form W-2 obtained from your employer, which is required to be attached to the tax return filed with the IRS. The primary purpose of the IRS Form 1098-T is to let you know that UTPB has provided required information to the IRS to assist them in determining who may be eligible to claim the tuition and fee deduction or an education credit.

If Your 1098-T is Incorrect

The Social Security Number and address on Form 1098-T were obtained from information contained in your UTPB Student Profile, although the address shown on Form 1098-T is irrelevant for IRS income tax filing purposes. The single most important information on the form is your Social Security Number. Your Social Security Number must be correct. Please call 432-552-2706 if the Social Security Number on your 1098-T is not the correct number.

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