- Canadian Students
- Resources and Links for Education Tax Credits and Deductions
- Frequently Asked Questions
Form 1098-T can be accessed via the View your 1098-T Quick Link in Cardinal Pay. Forms are available to view/print in Cardinal Pay by January 31.
information reported on the 1098-T form reflects the calendar year in which items are paid or credited to a student’s account, regardless of the term(s) to which these amounts are associated. The 1098-T form is not the definitive supporting document for a taxpayer's return. Students and parents should use their own financial records to support their claim for any tax credit or education deduction.
Students who wish to view line-item account activity for a given calendar year may do so in Cardinal Students by following the instructions available here. Doing so will be helpful if you are looking to match up the figures on your 1098-T with activity on your student account.
While the University can provide you with information about your Form 1098-T and the activity on your student account, we cannot provide you with any tax advice or assistance in determining whether you are eligible. Please consult your tax advisor for further information about your eligibility for these tax credits as well as for the education deduction.
Further information can be obtained from Internal Revenue Service Publication 970 (Tax Benefits for Higher Education) and Form 8863 Education Credits (American Opportunity, and Lifetime Learning Credits).
Canadian students who wish to have form TL11A Tuition, Education, and Textbook Amounts Certificate - University Outside Canada completed should bring the form to the Office of Enrollment Services (W200 Fr. O'Connell Hall).
Visit these sites for more information about tax credits and deductions:
Internal Revenue Service website: http://www.irs.gov.
How can I find out when payments for qualified tuition & related expenses and scholarships & grants were posted to my account?
In your Cardinal Students Student Center, click the Account Activity link. In the View By section enter January 1 in the From box and December 31 in the To box for the year you are reviewing. Click the GO button. Click View All in the Transactions section.
Why aren’t all payments posted on my student account in Cardinal Students included in Box 1 of my 1098T?
Only payments applied to qualified tuition and related expenses are posted in box 1. Charges such as housing and meal plans, health insurance, health services fees, etc. are not qualified tuition and related expenses as defined by IRS regulations so payments covering these charges are not included in box 1.
I received a 1098-T but would like to have more detailed information.
If you wish to have a detailed statement of your account, please log into Cardinal Students and follow the instructions here.
I am an international student; can I claim the tax credits?
International students are not eligible for the tax credits.
I was enrolled in terms during the calendar year but did not receive a 1098-T and think that I should have; how do I obtain a form?
Please log on www.tsc1098t.com to find out if a form was generated for you; if so, you can download it.
If a form was not generated for you please send an email inquiry to the Office of Enrollment Services providing your full name and Catholic University ID number and current address. A form can be prepared within a week.
The information on my 1098-T does not seem correct; can I obtain a corrected form?
Please send an email inquiry to the Office of Enrollment Services. If the information on the form is incorrect, an amended form can be prepared within a week.
Electronic Receipt of the 1098-T Form
The University generally provides the 1098-T form in an electronic format, and students consent to receiving this information when they accept the Statement of Financial Responsibility. Consent to receive the form electronically, once given, will remain in effect for all future years in which the student is eligible to receive a 1098-T form.
Students who wish to rescind their consent to receive the 1098-T form online only must notify Enrollment Services in an email to firstname.lastname@example.org from the student's Catholic University email account. Requests received after January 1st each year will be applied to future tax years. If you withdraw online-only consent prior to January 1st, a paper copy will be mailed by January 31st to the student's home address listed in Cardinal Students, and the student and any authorized users will continue to have online access to the 1098-T information. It is the student's responsibility to maintain the accuracy of their home address in Cardinal Students.