Access your 1098-T:HERE
Note: Only the student's login credentials may access this tax form. All authorized user account credentials are not eligible regardless of where the funding that paid towards a student account originated. Of course a student may share their form with a parent, guardian, or tax preparer at their discretion.
Upon clicking the above link, the most recent year's form that has been processed for your account displays automatically. Any available prior year formswill have clickable links at the bottom of thatsame page. Current year forms are not available until January 31 of each year.
For your protection, the form will only display the last four digits of your SSN, ITIN, or ATIN (for example: XXX-XX-1234). However, the complete identification number will be reported to the IRS.
If you no longer have working login credentials, or have separated from the university and still need a 1098-T form,you may still access the above linked retrieval page after completing the identity verification processatidentity.umd.edu/
Form W9-S
If you notice that your Form 1098-T does not display your correct SSN, ITIN, ATIN, or is blank, please completeForm W-9S and upload it to the document loading page specific to only W9-S forms HERE
If we are unable to verify your identification number, you will be notified by us to completeForm W-9Sto verify that we are providing the correct information to the IRS.
Forms submitted after the University holiday break closure each December will not be processed for that years 1098-T tax form completion, and will not take effect until the following tax reportable year's form.
ViewALLtransactions for Calendar Year
To view your student account transaction details, log intoStudent Account InquiryIt is advised to view, download and/or print your transactions before that date.
Former studentswill have to go to theApplicants & Former Studentspage to log in. Then come back and click the next link to view theStudent Account Inquiry.
Understanding Form 1098-T
Please read the Instructions for Student on IRS Form 1098-T and visit theAdditional Resourcesarea below to help you understand your form.
For prior tax years,any 1098-T you received from UMD included a figure in Box 2 that represented the qualified tuition and related expenses (QTRE) that we billed to your student account for the calendar (tax) year. Due to a change to institutional reporting requirements under federal law, beginning with tax year 2018, we will report in Box 1 the amount of QTRE you paid during the year.
Depending on your income (or your family’s income, if you are a dependent), whether you were considered full or half-time enrolled, and the amount of your qualified educational expenses for the year, you may be eligible for a federal education tax credit. (You can find detailed information about claiming education tax credits in IRS Publication 970, page 9.)
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.
Tax Information for Higher Education Emergency Relief Funding (HEERF)
Any recipient of HEERF funding may find additional information regarding the taxability of those funds on the IRS fact sheet found HERE
Tax Information for Fellows
The Graduate School has apage regarding the disbursem*nt and reporting of Fellowship awards:Tax Information for Fellows
Although domestic student stipends are awarded through Financial Aid and appear on the Student Account, if you are not enrolled in any courses during the calendar year, you will not receive a 1098-T. Please refer to your monthly billing statements when preparing your tax return or filing estimated tax payments.
Tax Relief Act Information Sheets
In accordance with requirements of theTax Relief Act of 1997, the following documents are intended to provide you with information to assist you in determining your eligibility for possible American Opportunity Credit(formerly Hope Credit)or the Lifetime Learning Credit. If you would like to review your student account showing all charges and credits for the current calendar year, please go to:Student Account Inquiry.
- 2023 Student Tax Information
- 2022 Student Tax Information
- 2021 Student Tax Information
- 2020 Student Tax Information
- 2019 Student Tax Information
- 2018 Student Tax Information
- 2017 Student Tax Information
- 2016 Student Tax Information
- 2015 Student Tax Information
Request a Paper Statement
Former Students may request a "former student" login which will allowaccess the 1098-T: HERE
If you are unable to obtain your 1098-T electronically, a paper statement can be provided to you. You must send an email to billtalk@umd.edu with the Subject line: "Request paper 1098-T". The body of the email must include your full name and UID (Do not email your SSN). A paper statement will be mailed to the address on record. If you have moved, be sure to update your address with the university BEFORE you request a paper statement. Your request for a paper copy is for the current statement only.
| To Request a Paper Statement | Send Email: |
|---|---|
| To: | billtalk@umd.edu |
| Subject Line: | Request paper 1098-T |
| Message Body: | Full Name & UID |
Form Availability
Current 1098-T tax forms will be available throughOctober 15 (or the next business day if it falls on a weekend)per IRS regulations.Although not required nor guaranteed, the current form and past year's forms may be available for a longer period (space permitting).
Additional Resources
The following are from theIRS.govweb site.
- Tax Benefits for Education: Information Center
- Tax Benefits for Education:IRS Publication 970(pdf).
- Education Credits (American Opportunity and Lifetime Learning Credits):IRS Form 8863(pdf)
- Education Credits (American Opportunity and Lifetime Learning Credits):IRS Instructions 8863(pdf)
