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Tuition Statement Form

The 1098-T form is used by eligible educational institutions to report information about their students to the IRS as required by the Taxpayer Relief Act of 1997. Eligible educational institutions are required to submit the student's name, address, taxpayer identification number (TIN), enrollment and academic status. Beginning in tax year 2003, educational institutions must also report amounts to the IRS pertaining to qualified tuition and related expenses, as well as scholarships and/or grants, taxable or not.

To View and Print 1098-T Statement Online

  • Login to myºù«Ӱҵ
  • Click on Student Services under Tools in the left-nav and locate the eBill Channel
  • Once you are on your eBill, your 1098-T is located in the Statement section

 

Your latest e-bill statement, your latest 1098-T statement

If you no longer have access to myºù«Ӱҵ, you may access your 1098-T directly from . Look up ºù«Ӱҵ and input the requested information to view your statement, including prior year statements.


For more information about Form 1098-T, visit or the from the IRS website.

If you have tax-related questions, we recommend consulting a tax preparer or advisor, as Occidental is unable to provide individual tax advice.


 

This form is informational only. It serves to alert students that they may be eligible for federal income tax education deductions or credits. While it's a helpful starting point, the 1098-T, as designed and regulated by the IRS, does not contain all of the information needed to claim a tax deduction or credit. 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.

The dollar amounts reported on your Form 1098-T may assist you in completing IRS Form 8863 — the form used for calculating the education tax credits that a taxpayer may claim as part of your tax return. You can find detailed information about claiming education tax credits in , page 9.

No. Per IRS regulations, we are not required to provide a 1098-T to students:

  • who only enrolled in courses for which no academic credit was offered
  • who are international students on a student visa, unless the student submits a written request
  • whose qualified tuition and related expenses are paid entirely with scholarships and/or grants
  • for whom we do not have a valid Social Security number or current address on file

Box 1 reports payments received from all sources for qualified tuition and related expenses for the calendar year. Qualified expenses include tuition, the ASOC Senate student body fee, the Diversity and Equity Board fee, and the Renewable Energy & Sustainability fee.

The amount in Box 1 only includes amounts paid for qualified tuition and related expenses (QTRE) and does not include payments received for housing, meal plans, insurance, or other miscellaneous fees, as these are not considered related education expenses. In addition, 1098-T forms report amounts paid in a particular calendar year, and the pay date does not necessarily correspond to the dates that classes were attended. For the most accurate breakdown of what you paid, we recommend reviewing your student account activity in the eBill portal.

Charges are posted to your student account in July for the fall semester and in December for the spring semester. Box 1 of Form 1098-T reflects payments made during the calendar year for qualified tuition and related expenses and is not based on when classes were attended. Your account activity or eBill will show the dates payments were posted to your account. You can access your account via myºù«Ӱҵ, under the Student Services tab.

This is a common question for May graduates — don't worry if you don't see a form for the current year! Some May graduates will not be issued a Form 1098-T for the current year because payments for QTRE may have been recorded the previous year. Spring semester tuition charges are generally billed and posted in December of the prior year and would therefore have been included on the previous year's Form 1098-T in Box 1.

Contact Student Business Services
AGC Administrative Center

Room 117
1600 Campus Road M-20
Los Angeles, CA 90041