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Frequently Asked Questions

What is this IRS 1098-T "Tuition Statement" form?

The 1098-T "Tuition Statement" gives a report on the qualified tuition and related expense activity for a student during a given tax year. This information is reported to the IRS and acknowledges that a taxpayer may be eligible to claim the Hope Scholarship Credit or the Lifetime Learning Credit.

Why did I receive this 1098-T form?

A 1098-T form is generated for each student who has been billed for qualified tuition and related expenses in excess of grants and / or scholarships received during the calendar year.

Where can I get information about the Hope Scholarship Credit and Lifetime Learning Credit?

Please refer to IRS Publication 970 "Tax Benefits for Education" for detailed information on these credits.
See publication at www.irs.gov/pub/irs-pdf/p970.pdf

Am I eligible for these credits?

It is up to each individual taxpayer to determine (1) their eligibility for the credits and (2) the calculation of the credits. Maricopa Community Colleges cannot provide you with tax advice or assistance regarding whether you are eligible to claim a tax credit or how to claim a tax credit. To determine your eligibility, see the Internal Revenue Service (IRS) Publication 970 referred to in the previous question or contact your personal tax advisor.

If I receive Form 1098-T, does it mean I qualify for the Hope Scholarship or Lifetime Learning Tax Credits?

No, Maricopa Community Colleges is required to provide Form 1098-T to individuals who were billed for qualified tuition and fees in excess of grants and scholarships received during the calendar year. To determine your eligibility, see the Internal Revenue Service (IRS) Publication 970 or contact your personal tax advisor.

Am I required to claim either of the two tax credits?

No. There is no IRS requirement for you to claim either of the two Education Tax credits. The claiming of either credit is a voluntary election for those who may qualify.

Do I need to attach Form 1098-T to my tax return?

No. You do not need to attach the 1098-T form to your tax return.

Is there a form that needs to be submitted to the IRS for the tax credits?

Taxpayers who are eligible for either the Hope or Lifetime Learning credit will need to complete IRS form 8863 and attach it to IRS form 1040 or 1040A.
See form at www.irs.gov/pub/irs-pdf/f8863.pdf

Can I get a refund based only on these tax credits?

No, a person may not get a refund solely from these credits. The credit may reduce your tax liability, but will not be issued in the form of a refund.

What should I do if I already filed my tax return, but am now receiving information that I might be eligible for a tax credit?

You may amend your return if you wish. Please contact your tax advisor.

Will the IRS be sent tax credit information for students classified as non-resident aliens?

No. Educational institutions, including Maricopa Community Colleges, are not required to submit 1098-T information to the IRS for non-resident aliens.

Why didn't I receive a form 1098-T?

Students meeting any of the following criteria will not be mailed a 1098-T form:

  • Citizenship code is non-resident alien - A 1098T will be generated and mailed upon request.
  • Enrolled exclusively in non-credit courses
  • Provided an incomplete address
  • Did not get billed for any eligible expenses during the calendar year
  • Eligible costs were fully offset by the receipt of grants, scholarships, or payments from thrid parties (i.e. employer or agencies such as Banner Health or Department of Economic Security).

I did not receive a 1098-T form, but feel I should have after reviewing the authoritative information. What should I do?

Contact the Maricopa Community Colleges 1098-T information line at (480) 731-8700 or email 1098T@domail.maricopa.edu. Please include the spelling of your name, social security number or alternative student ID number, telephone number, the college or colleges you attended during 2013, and a thorough explanation of your question. Messages will be answered in the order received.

I received a 1098-T in the mail. Do I owe money to the college?

No, the 1098-T form is not a bill. It is simply a report of qualified tuition and related expenses that were billed to you during the calendar year.

My payments for tuition and fees are different than what is reported on my form. Why?

The amount shown in Box 2 may represent an amount other than the amount actually paid in 2013. Under section 25A and the regulations thereunder, the taxpayer may claim an education tax credit only with respect to qualified tuition and related expenses actually PAID during the calendar year. Maricopa Community Colleges is only required to report the amounts billed during the calendar year. It is up to the individual taxpayer to determine (1) whether those amounts were actually paid and (2) whether the amounts paid qualify for the tax credits.

Can you tell me how much my credit is for my taxes?

Please consult your tax preparer or the IRS for help in determining the amount of your credit. The IRS can be reached at www.irs.gov or by phone at 1 (800) 829-1040.

I have a question about the amounts on my form. Who do I contact?

Contact the Maricopa Community Colleges 1098-T information line at (480) 731-8700 or email 1098T@domail.maricopa.edu. Please include the spelling of your name, social security number or alternative student ID number, telephone number, the college or colleges you attended during 2013, and a thorough explanation of your question. Messages will be answered in the order received.

What if my personal information on the 1098-T form is wrong and needs to be updated?

Your personal information was taken from the Student Information System in January 2014. If you wish to update this information, you should contact the Admissions and Records office of the college(s) you attended.

How do I request a duplicate copy of my 1098-T?

To request a duplicate copy of your 1098-T, please contact the Maricopa Community Colleges 1098-T information line at (480) 731-8700 or email 1098T@domail.maricopa.edu. Include the spelling of your name, social security number or alternative student ID number, and mailing address. No duplicates will be issued until a minimum of two weeks after the initial mailing (approximately February 15, 2014).

I attended more than one college in the Maricopa Community Colleges system. Will I get a form for each college?

Only one 1098-T form should be issued per student. If you had complete and accurate information on file with each campus you attended, the amounts for each of the colleges you attended should be reflected on the single form you receive.

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