If the University prepares and sends a Form 1098-T to you, then the amount in Box 1 of the form will show the amount that the student paid towards qualified tuition and related expenses (QTRE) in the preceding year.  Qualified educational expenses include tuition and enrollment fees as well as equipment fees that are required for your courses but it does NOT include room & board, health insurance, health services fees, parking permits or fines.

Please note that per IRS regulations, the Student Health & Wellness Fee and Transit Fee cannot be reported on Form 1098-T even though those are mandatory fees at UConn.

Please be advised that amounts paid do not represent amounts billed by the University during the calendar year. The amount in Box 1 represents amounts paid and posted to your Student Administration account in the appropriate calendar year.

If you received a tuition waiver, then the amount of the QTRE expenses in Box 1 will be the “net” amount you paid after the waiver.  If your waiver reduced your qualified educational expenses for that year to zero, then you will not receive a Form 1098-T in that year.

Box 5 of Form 1098-T shows the amount of scholarships or grants (other than tuition waivers) you received during the year.

Please note that when claiming educational credits and deductions on your income tax return, you will need to report amounts paid and your fee bills will be the best and most helpful resources for purposes of determining your allowable education tax credits or deductions.   The UConn Knowledge Base provides instructions on viewing your Online Term Fee Bill.

If you qualify for a 1098-T Tax Form, the form will be available at the end of January. An email notification will be sent to the students who qualify for a 1098-T Form. Please login to your uconn.edu email account to receive the email notification from the Office of the Bursar.

Electronically: By agreeing to the terms of the Student Financial Responsibility Agreement, you have agreed to receive Form 1098-T electronically. To view and download a copy of your Form 1098-T, please log into the Student Administration System and go to the “Bursar Services” tile > View 1098-T. If you have not agreed to the terms of the Student Financial Responsibility Agreement, you may still register to access your Form 1098-T electronically by logging into the Student Administration System. Go to “Bursar Services” tile > View 1098-T. Help within Student Admin System. Due to the time and effort involved in mailing paper forms, students who receive Form 1098-T electronically will be generally able to access their forms sooner than those students who receive their forms by mail.

Student Instructions: Viewing & Downloading the 1098-T Form

Delegate Instructions: Viewing & Downloading the 1098-T Form

Mail: If you HAVE NOT signed the Student Financial Responsibility Agreement, or otherwise opted to receive the form electronically, your Form 1098-T will be mailed to your mailing/billing address listed on your Student Administration account.

UConn DOES NOT email or fax 1098-T forms. No exceptions.

Helpful 1098-T Form Information: 1098-T Form (Separated & Helpful Information) 

We are unable to provide tax advice. For guidance you may want to consider IRS Publication 970 in addition to the IRS’s guide to Choosing a Tax Professional.

No, the University does not include amounts paid for books in Form 1098-T. You should consult with your tax advisor to determine if payments for books, equipment or fees should be considered when preparing your income tax returns and determining eligibility for education tax credits or deductions.

Typically, charges are posted to your student account in November for the Spring semester and in June for the Fall semester. Box 1 of Form 1098-T reflects payments made during the calendar year for qualified tuition and related expenses and it is not based on when the classes were attended or billed to the student account. Your Term Fee Bills will show the dates payments were posted to your account and are a valuable resource for determining the semesters that are included in your Form 1098-T. You can access your Term Fee Bills in the Bursar Services Tile in the Student Administration System.

There are potentially many reasons for this discrepancy. First, the amount in Box 1 only represents amounts paid for qualified tuition and related expenses (QTRE) and does not include payments made for room and board, insurance, health service fees, or parking which, though important, are not considered mandatory education expenses for tax purposes. Secondly, Form 1098-T reports amounts that the student paid in a certain year, and the pay date does not necessarily correspond to the dates that the classes were attended. For example, tuition for the Spring semester is typically billed in the prior year so a student may have paid tuition for the Spring semester in November even though classes don’t start until January. The best and most accurate source of information about the amounts that you paid for qualified tuition and related expenses will be your Fee Bills.

Eligible educational institutions are required by the IRS to prepare Form 1098-T for most students who paid for “qualified educational expenses” in the preceding year.  Consistent with IRS Regulations, UConn is not required to provide Form 1098-T to a student in the following instances:

• Students whose qualified tuition and related expenses posting in the reporting year were entirely waived or paid entirely with scholarships posting in the reporting year (noting that payments for the Spring semester frequently post in the previous reporting year, and are thus reflected in the prior year’s Form 1098-T)
• Students who do not maintain a separate financial account and whose qualified tuition and related expenses are covered by a formal billing arrangement between UConn and the student’s employer or a government entity, such as the Department of Veteran Affairs
• Courses for which no academic credit is offered or earned, even if the student is otherwise enrolled in a degree program
• Students who are nonresident aliens; i.e., not tax residents of the United States. (Note: The University’s general practice has been to provide nonresident aliens with a Form 1098-T, when applicable, even though it’s not legally required to do so.)

If you fall under one of these exceptions, you will not receive a Form 1098-T from the University.

Form 1098-T reports payments received from the student for qualified tuition and related expenses (Box 1) during the preceding calendar year. However, if the student receives scholarships, grants and/or fellowships in the preceding year in excess of the amounts they paid in QTRE, the University is not required to issue a Form 1098-T to the student. When determining your eligibility for education related tax credits and deductions, you will need to report the amount you paid for qualified education and related expenses. Therefore, your Term Fee Bills will be the best and most accurate source of information for amounts paid for qualified education and related expenses. This is true regardless of whether you receive a Form 1098-T or not.

The University in not required, by the IRS, to furnish a Form 1098-T in the following instances:

• If payments are for courses for which no academic credit is offered, even if the student is otherwise enrolled in a degree program.
• If the enrolled student is a nonresident alien, unless requested by the student.
• Students whose qualified tuition and related expenses are entirely waived or paid entirely with grants/scholarships.
• Students for whom you do not maintain a separate financial account and whose qualified tuition and related expenses are covered by a formal billing arrangement between an institution and the student’s employer or a governmental entity, such as the Department of Veterans Affairs or the Department of Defense.

Some May graduates will not be issued a Form 1098-T because there is a possibility that payments for QTRE for Spring were made on or before December 31 of the preceding calendar year. If a student paid for the Spring semester and any other outstanding QTRE charges in the preceding calendar year, then the student would not receive a Form 1098-T.

Please contact the ITS Department at (860) 486-4357 to have your NetID password reset in order to access to your Student Administration Account.

Once the student separates from the university, the student will have Student Administration access for 2 years. If the student is unable to login, they may need to reactivate their NETID . If they are unable to activate, the student will need to contact techsupport@uconn.edu and or 860-486-4357 for assistance.  

Please note, the university is NOT required to prepare a 1098-T Form for every student even if they paid for qualified educational expenses. If the student was NOT ISSUED a 1098-T Form, the student may download, print and view their UConn fee bills with a tax professional.  UConn is unable to give tax advice.

Instructions: Download & Print Fee Bills 

Helpful 1098-T Form Information: 1098-T Form (Separated & Helpful Information) – Student Academics and Services – Confluence 

For Form 1098-T purposes, fellowships are considered financial aid and will be reported in Box 5 as a (scholarships, grants, fellowships). Form 1098-T reports activity occurring in the calendar year. Therefore, if the total aid you received during the calendar year (reportable in Box 5) exceeds the qualified tuition and related expenses (QTRE) paid during the same calendar year, you will not receive a Form 1098-T.

Since insurance (both medical and dental) is not considered to be a qualified tuition and related expense, this expense it is not reported on your Form 1098-T. However, if the University subsidizes the cost of your insurance then the University subsidy is reported in Box 5 of the Form 1098-T.

If your SSN is incorrect, please email 1098t@uconn.edu and our staff will have the Update SSN Request task assigned to your StudentAdmin portal.  Once you have the task assigned, you will be able to update your SSN electronically in StudentAdmin.  You will then be issued a new 1098-T.

Yes.  Canadian students, to obtain a TL11A Tuition and Enrolment Certificate, please email 1098t@uconn.edu and a staff member in the Office of the Bursar will complete Part 1 – Educational institution’s certification for you.

Taxable scholarships/fellowships

Please keep in mind that Form 1098-T does not indicate whether you received a taxable scholarship or fellowship.  It is the sole responsibility of the student to report and pay taxes on the taxable portion of any scholarship, fellowship or grant that he/she receives.  This is not the responsibility of the University.  For example, you may have to report taxable income if the total amount of your grants or scholarships received during the year exceeded the amount you paid for qualified education expenses in that year. For more information, please refer to IRS Publication 970.

Section 529 Plans

If you took a distribution from a Section 529 Plan in the preceding year, you will likely receive a Form 1099-Q from the financial institution that administers the plan. This form shows the gross distribution amount, the amount of the distribution that represents earnings on the initial investment, and the amount of your initial investment or cash contribution. We cannot answer any questions related to your Section 529 plan or the taxability of any distributions taken during the year. Please refer to IRS Publication 970- Tax Benefits for Education.pdf and IRS 529 Plans: Questions and Answers 

Eligibility for Education Tax Credits & Deductions

For a general summary of the education tax credits and deductions that you might be eligible for, please refer to the FAQ’s posted on UConn’s tax and compliance website at https://tax.controller.uconn.edu/student-tax-faqs

TL11A Tuition and Enrolment Certificate – University Outside Canada

Canadian students, to obtain a TL11A Tuition and Enrolment Certificate, please email 1098t@uconn.edu and a staff member in the Office of the Bursar will complete Part 1 – Educational institution’s certification for you.

1098-T Frequently Asked Questions (PDF).pdf

Publication 970- Tax Benefits of Education.pdf

IRS Form 1098-T Instructions.pdf

IRS 529 Plans: Questions and Answers

Choosing a Tax Professional

UConn Tax & Compliance Office