Business Office

1098-T Information

The federal government has established two tax credits intended “to help you offset the costs of higher education by reducing the amount of your income tax. They are the American opportunity credit and the lifetime learning credit.” (IRS Publication 970). Additional information concerning these tax credits may be obtained from the following sources:

In order to assist taxpayers in claiming these tax credits Washburn University annually provides each enrolled student with a Form 1098-T that supplies part of the information required to complete the necessary tax forms. The Form 1098-T is mailed before the end of January by ECSI, a firm Washburn uses to assist in complying with Form 1098-T requirements. Additional copies are available on the Financial Services tab of MyWashburn.  A student's Social Security Number (SSN) is required for the preparation of the form.  If we do not have your SSN on file, please complete Part 1 of the Request for Student TIN form along with Part II or Part III depending on your circumstances.  Please note that your SSN will only be used for the purpose of preparing Form 1098-T.  Completed forms can be brought to the Student One Stop in Morgan Hall or mailed to the address on the form.  Do not send the forms via email.  International students who are considered to be non-resident aliens for tax purposes may receive Form 1042-S rather than (or in addition to) Form 1098-T.

Information provided on the 1098-T form 

Box 2  Amounts billed for qualified tuition and related expenses 

  • The IRS defines this as “tuition, fees, and course materials required for a student to be enrolled at or attend an eligible educational institution.” Please note that housing costs and books are not included in this amount.

Box 4 Adjustments made for a prior year

  • If there is a change in enrollment information that creates a change in billed tuition after the previous year’s 1098-T was generated that amount will be recorded here

Box 5 Scholarships or grants

  • The IRS defines this as “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 Defense, civic, and religious organizations, and nonprofit entities.”

Box 6 Adjustments to scholarships or grants for a prior year

  • If there is a change in scholarship information that creates a change in recorded payments after the previous year’s 1098-T was generated that amount will be recorded here

Additionally, there may be information regarding the student's enrollment status during the tax year.

Please be aware that Washburn University cannot give tax advice. We refer taxpayers to the IRS or a qualified tax professional who understands IRS regulations and the taxpayer’s individual circumstances.