Tax Information 1098-T

Use your 1098-T to claim education credits on your federal tax return.

Per Internal Revenue Service (IRS) regulations, Pennsylvania College of Health Sciences must send the IRS Form 1098-T Tuition Statement to all eligible students, every year. The College is prohibited from offering any tax advice. All questions regarding Education Tax Credits must be addressed to a tax professional or the IRS at www.irs.gov.

The 1098-T Tuition Statement is processed each January and includes all eligible payments in box 1 up to the amount of qualified tuition and related expenses during the preceding tax year. 

Access to Your 1098-T

If you have consented to to receive your 1098-T electronically, you may access your form in Self-Service by following these steps:

  1. Log in to Self-Service
  2. Click Tax Form 1098-T
  3. Choose the year to open the PDF

If you granted consent to receive your 1098-T electronically, you WILL NOT be sent a form in the mail.

If you would like to grant consent to receive your form electronically, follow these steps:

  1. Log in to Self-Service
  2. Click Tax Form 1098-T
  3. Select “Receive my 1098 only in electronic format”
  4. Save

If you would like to revoke consent, follow these steps:

  1. Log in to Self-Service
  2. Click Tax Form 1098-T
  3. Choose “Change Preferences”
  4. Select “Withhold my Consent”
  5. Save

If you grant consent to receive your 1098-T electronically, you WILL NOT be sent a form in the mail.

If you do not opt in to receive your 1098-T electronically, you will be sent a paper 1098-T for the preceding tax year on January 31 to the home address listed in Self-Service.  If you prefer to receive this form in the mail, please ensure your address is up-to-date to avoid delays in receipt.

To update your address in Self-Service:

  1. Log in to Self-Service
  2. Select your username in the top right corner
  3. Choose “User Profile”
  4. Click “+ Add New Address” 

Explanation of 1098-T Fields

  • Box 1Payments received for Qualified Tuition & Related Expenses Includes payments made with personal funds and educational loans as well as most scholarships and grants.
  • Box 2: Qualified Tuition & Related Expenses billed Box previously reported amount billed in tax years prior to 2018.  Note: Moving forward this box will appear blank.
  • Box 3: This box was be checked for 2018 to indicate Pennsylvania College of Health Science changed from reporting QTRE billed to reporting QTRE paid in compliance with the IRS mandate. Note: Moving forward this box will appear blank.
  • Box 4: Will reflect any applicable adjustments made to a previous academic year.
  • Box 5: Scholarships, sponsored payments and grants credited to the student’s account during the 2018 calendar year regardless of the semester.
  • Box 6: Adjustments to scholarships and grants that were reported in a prior tax year but were reduced in the current tax year.

Tax Identification Number

To comply with IRS regulations, Pennsylvania College of Health Sciences is required to collect your correct tax identifying number to file your 1098-T form with the IRS.

IRS regulations require you to provide your correct Social Security Number (SSN), or individual Taxpayer Identification (ITIN), if you are not eligible to obtain a SSN. If you fail to furnish your correct SSN or ITIN to the institution, then you are subject to a penalty of $50 unless your failure is due to reasonable causes and not to willful neglect.

If you did not provide the College with your SSN or ITIN during the admission process, please complete the form W-9S to provide your SSN or ITIN to the address listed in Part III on the form.  Do not send this form to the IRS.  If dropping this form off in person, please have your original SSN card and government issued picture ID with you.  If mailing the form, also submit a notarized copy of your SSN card and government issued picture ID.

Due to security concerns, the form W-9S cannot be submitted by email.

Important Links/Information

IRS Form W-9S