Why is Box 1 completed instead of Box 2 on my 1098-T?
In previous years, your 1098-T included a figure in Box 2 that represented the qualified tuition and related expenses (QTRE) 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.
Saint Joseph's University is unable to provide you with individual tax advice, but should you have questions, you should seek the counsel of an informed tax preparer or adviser.
Why is my Social Security Number (SSN) or Taxpayer Identification Number (TIN) required for the 1098-T tax form?
Federal Regulations require students to provide their SSN or TIN for federal reporting. The requirement applies to any student regardless of whether or not the student will seek the American opportunity tax credit or Lifetime Learning Credit.
It is the student’s responsibility to ensure your information is accurate by December 31.
Pursuant to privacy laws and regulations, the U.S. Tax Identification Number is only used for reporting purposes as required and will not be used as an identifier in any Saint Joseph’s University student records system.
Why am I being asked to complete the W-9S form?
If we are sending you a letter via email or USPS, we do not have your SSN on file.
If we do not have your Social Security Number on file, we are required by the IRS to solicit the information from the student.
If we do not have your social security or we have incorrect information, this could result in fines imposed to the student by the Internal Revenue Service (IRS), regardless of whether the student is intending to seek the tax credit.
What is the 1098-T tax form?
The 1098-T is a statement provided by Saint Joseph’s University to eligible students who paid qualifying educational expenses during the calendar year. The 1098-T may be used to claim the American opportunity tax credit or Lifetime Learning Credit on their federal income tax returns.
Saint Joseph’s University is required to file a 1098-T with the IRS.
When will the 1098-T be available for students?
All eligible students will be notified by email no later than January 31 that the form is available on The Nest. To view your 1098-T, log into the Nest, go to the Students tab, under Tuition Information, click on "View/Print your 1098-T", you will be able to select the tax year and print the form.
Will a 1098-T be mailed to my home?
In an effort to maintain sustainability, 1098-T forms will not be mailed to your home.
If you require the form to be mailed, you can request it be mailed by emailing The Office of Student Accounts at bursarsoffice@sju.edu or by calling our office at 610-660-2400. This form will be mailed to the Permanent Address on file. Please be sure your permanent address is correct. If you need to update your information please visit the following site and submit the request: https://sju.teamdynamix.com/TDClient/Requests/ServiceDet?ID=26775
I graduated and haven’t accessed my SJU account on the Nest since graduation, how do I access my 1098-T?
Saint Joseph’s University keeps your user name active for one year. If your password has expired, please enter your username, then click “forgot password”. This will enable you to create a new password and access your 1098-T.