Tuition Statement 1098T

PLEASE NOTE:  A current student has access to the form 1098T by logging onto their Dickinson Gateway and follow the instructions below:

a.  Access Banner Self-Service (SSB icon)
b.  At the Student Profile, locate the Sidebar Menu
c.  Click on Tax Noification, select the appropriate tax year
d.  If a 1098T was generated for the selected tax year, it should be now viewable on the screen.
e.  Scroll to the bottom of the screen to click a little icon to Print the page to a PDF.  The form 1098T is not submitted to the IRS when filing taxes (unlike a W-2), the information on the form 1098T is used to fill out tax form 8863, which is submitted to the IRS when filing tax form 1040.

The IRS tax form the parent/guardian uses to file the Education Credits (American Opportunity and Lifetime Learning Credits) is tax form 8863.  Log onto this website:  http://www.irs.gov/formspubs/index.html?portlet=103M  or access www.IRS.gov and search for the tax form and instructions. Please check out Pub 5197 related to why Form 1098-T is important to you: https://www.irs.gov/pub/irs-pdf/p5197.pdf

Dickinson College sends the IRS Form 1098-T tuition statement to the student's permanent home address prior to January 31. This statement reflects the Box 1 amount payments or adjustments up to the cost of the applicable tuition and related fees (not room and board) to the student for the tax/calendar year.  Box 5 reflects the amount of any scholarship/grant awarded or adjustment to the student for that same tax year.  If Box 4 or Box 6 are populated, adjustments were made in the selected tax year for a prior year.

The IRS also requires Dickinson College to obtain the student's taxpayer identification number (social security number - SSN or individual taxpayer identification number - ITIN) to file the 1098-T form.  If your student is notified by the Student Accounts Office to complete the IRS form W9-S, please access the IRS website listed above and download the form W9-S or scroll down to review the W9-S information and to complete the form and upload through the secure portal.  Complete PART 1 of the form and sign the form to serve as verification.  If you choose a paper copy, please return the completed form to the Student Accounts Office, PO Box 1773 Carlisle, PA 17013-2896; by fax to 717-245-1850; or email to Student Accounts.  

Request for ITIN - Individual Taxpayer Identification Number

If you are eligible to receive the form 1098T and Dickinson College does not have your social security number on file, the college is required to request you complete the form W-9S.  Please take the time to read the step-by-step instructions in the body of the email to securely upload your sensitive intormation.   You may also use this link to the W-9S Taxpayer Identification form to complete your ITIN (Individual Taxpayer Identification Number) or SSN (Social Security Number) as required by the IRS (Internal Revenue Service) in order to file the tax form 8863 using the tuition statement 1098T.  Please follow the instructions in completing and saving this form to the secure portal of the Registrar's Office:

How to complete the form: Please click the W-9S to open the form, complete and save:

•          Once open, you must complete Part I, by entering your full legal name; your Social Security Number or ITIN, and entering your permanent home address;
•          Complete Part II by signing and dating the form;
•          Complete Part III by entering your Dickinson Student ID number.
•          Please save your completed form and upload it securely to the Registrar’s Office (instructions below) for your record to be updated.

Go to  https://www.dickinson.edu/regofficeupload

• Login to the Gateway (if prompted)
• On the Registrar’s Office Document Submission page,
  • Select W-9S (under Types of files you are uploading)
  • Either drag the file(s) you are submitting into the Document/Image Upload box or ‘click to upload’ the files.
  • Click Next
  • Confirm details and click Submit Form

As the form states under Penalties – If you fail to furnish your correct social security number or tax identification number to the requester, you are subject to a penalty of $50.00 unless your failure is due to reasonable cause and not to willful neglect.
 

Loan Interest Payment Statement 1098E

IRS Form 1098-E is sent to students/parents with educational loans from loan servicing agencies. This statement provides the interest paid for the tax year for educational loans. Although this interest may be deductible, lending institutions are not required to send them out if the interest amount is less than $600.00 for the tax/calendar year.  If your loan account is enrolled in E-billing with the loan servicer, you will need to log onto the loan portal to retrieve the form.