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1098-T Tax Information

2013 1098-T tax statements will be mailed to eligible students by January 31, 2014.

NEW THIS YEAR: 

Electronic delivery of from 1098-T will be available for the 2013 tax year!

Federal regulations allow those eligible to receive IRS Form 1098-T tax statements the option to receive the form electronically instead of through the mail.

Following are the benefits to receiving the 1098-T electronically:

  • Electronic delivery will provide access to Form 1098-T up to 2 weeks earlier.
  • Online delivery eliminates the chance that the 1098-T will get lost or delayed during delivery.
  • Signing up for online delivery is easy and you can change your mind and withdraw from online delivery at any time.
  • Helps to improve the University’s overall carbon footprint.
  • Because you will be accessing your 1098-T through the Self-Service Center, you will have:
    • 24/7 access to view with any standard browser and print to any connected printer
    • Access to your prior years' tax forms

To sign up for electronic delivery of your 1098-T, please follow the steps below:

  • Go to hartford.edu and click on the Self-Service link at the top of the page
  • Click on Secure Login for Students
  • Enter your User ID and PIN
  • Click on Student Main Menu
  • Click on Student Financial Records
  • Click on Electronic 1098-T Delivery Option and choose Yes or No to the following question:
    • I authorize the University of Hartford to send my 1098-T tax notification electronically so I can view and print my tax statement through the Self-Service center.
    • If "No" or no option is chosen, you will receive a paper copy

Note: The link to View & Print 1098-T Tax Statement is also found under Student Financial Records.

To view or print your 1098-T, please follow the steps below:

  • Go to hartford.edu and click on the Self-Service link at the top of the page
  • Click on Secure Login for Students
  • Enter your User ID and PIN
  • Click on Student Main Menu
  • Click on Student Financial Records
  • Click on View & Print 1098-T Tax Statement
  • Amounts billed for qualified expenses or amounts paid for qualified expenses.  The University of Hartford reports amounts billed for qualifies expenses in Box 2 of the 1098-T statement.  Box 1 is left intentionally blank as it is not required by the federal reporting regulations.  However, we have added supplemental information to the bottom of the 1098-T to show payments posted to your account in the tax year reported.
  • Changes in method of reporting 2013 tax information to the IRS (See Box 3 of the 1098-T statement).
  • Changes to billed amounts reported in prior years (See Box 4 of the 1098-T statement).
  • Amounts from scholarships and grants (See Box 5 of the 1098-T statement).
  • Changes to scholarship amounts reported in prior year (See Box 6 of the 1098-T statement).
  • Whether the amounts reported include amounts for terms beginning in the three months of the next calendar year (See Box 7 of the 1098-T statement).
  • Whether a student is at least a half-time student at any time during the tax year (See Box 8 of the 1098-T statement).
  • Whether a student is a graduate student at any time during the tax year (See Box 9 of the 1098-T statement).

For detailed student tax information or to print a copy of your 1098T, follow the link below. You will need your Student ID and PIN to log in. 

SECURE LOGIN for Student Self-Service Center

1098-T Instructions for Students

An eligible educational institution, such as a college or university, in which you are enrolled and an insurer who makes reimbursements or refunds of qualified tuition and related expenses to you, must provide you with this statement. You, or the person who claims you as a dependent, may be able to take either the tuition and fees deduction or claim an education credit on Form 1040 or 1040A for the qualified tuition and related expenses paid in 2013. Institutions may report either payments received in Box 1 or amounts billed in Box 2. The amount shown in either box may represent an amount other than the one actually paid in 2013. Your institution must include its name, address, and information contact telephone number on this statement. It may also include contact information for a service provider. Although the service provider may be able to answer certain questions about the statement, do not contact them or the filer for explanations of the requirements for (and how to figure) any allowable tuition and fees deduction or education credit that you may claim. For more information about the deduction or credit, see Publication 970, Tax Benefits for Education, Form 8863, Education Credits, and the Form 1040 or 1040A instructions.

Account Number: May show an account or other unique number the filer assigned to distinguish your account.

Box 1

Shows the total payments received in 2013 from any source for qualified tuition and related expenses less any reimbursements or refunds made during 2013 that relate to those payments received during 2013. Note: The University of Hartford leaves this box empty as is not required to report payments received. However, we have added supplemental information to the bottom of the 1098-T to show payments posted to your account in the tax year reported.

Box 2

Shows the total amounts billed in 2013 for qualified tuition and related expenses less any reductions in charges made during 2013 that relate to those amounts billed during 2013. Note: The University reports the amounts billed. 

Box 3

Shows whether your institution changed its method of reporting for 2013. It has changed its method of reporting if the method (payments received or amounts billed) used for 2013 is different than the reporting method used for 2012. You should be aware of this change in figuring your education credits. The credits are allowable only for amounts actually paid during the year and not amounts reported as billed, but not paid during the year.  Note: The University has not changed its reporting method. 

Box 4

Shows any adjustment made for a prior year for qualified tuition and related expenses that were reported on a prior year Form 1098-T. This amount may reduce any allowable education credit that you claimed for the prior year (may result in an increase in tax liability for the year of the refund).  See "recapture" in the index to Publication 970 to report a reduction in your education credit or tuition and fees deduction.

Box 5

Shows the total of all scholarships or grants administered and processed by the eligible educational institution. The amount of scholarships or grants for the calendar year (including those not reported by the institution) may reduce the amount of education credit you may claim for the year.

Box 6

Shows adjustments to scholarships or grants for a prior year. This amount may affect the amount of any allowable tuition and fees deduction or education credit that you claimed for the prior year. You may have to file an amended income tax return (Form 1040X) for the prior year.

Box 7

Shows whether the amount in Box 1 or 2 includes amounts for an academic period beginning January–March 2014. See Publication 970 for how to report these amounts.

Box 8

Shows whether you are considered to be carrying at least one-half of the normal full-time workload for your course of study at the reporting institution.

Box 9

Shows whether you are considered to be enrolled in a program leading to a graduate degree, graduate-level certificate, or other recognized graduate-level educational credential.

Box 10

Shows the total amount of reimbursements or refunds of qualified tuition and related expenses made by an insurer. The amount of reimbursements or refunds for the calendar year may reduce the amount of any education credit you can claim for the year (may result in an increase in tax liability for the year of the refund).

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