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1098-T Tuition Statement

Frequently Asked Questions for 1098-T Tuition Statement:


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What is Form 1098-T (Tuition Statement)?
IRS Section 1.65050S-1 requires universities to send Form 1098-T to students who were enrolled in courses for the calendar year being reported (reporting year) and who had qualified tuition and required fees assessed during the reporting year. The form is used to assist the IRS and students in determining eligibility for education-related benefits.
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Why did I receive Form 1098-T?
The Form 1098-T includes limited financial information that may assist the student, or the person who may claim the student as a dependent, in determining if they are eligible to take either the tuition and fees deduction or claim an education credit on Form 8863. The 1098-T shows qualified tuition and related expenses assessed as well as scholarships and grants disbursed but it does not include payments.  
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How or when will I receive my Form 1098-T?

Beginning early January, students can now obtain their 1098-T electronically at tra.vangent.com.  View the “Obtaining my 1098T Electronically” document for detailed instructions.   Form 1098-T’s are required to be mailed by January 31st. 

Beginning mid to late January, detailed 1098-T information supporting the amounts reported in boxes 2, 4, 5 and 6 along with payment and housing detail will be available to view and print through SAIL

Current students can access SAIL by going to mysail.oakland.edu, logging in using your NetID and password, then clicking on the SAIL link at the top left.

Alumni and students who have not registered in the past year can access SAIL by going to mysail.oakland.edu, using the quick link "Alumni and students who have not registered in the past year SAIL" located on the right, then selecting "Login to Secure Area" and logging in using their Grizzly ID and PIN.  Students who have forgotten their PIN can click Grizzly ID & Reset SAIL PIN on the SAIL menu.  


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I attended classes at Oakland University and did not receive a Form 1098-T. Why?
There are several possibilities:
  • You attended OU in winter 2011 but you registered and were assessed in calendar year 2010.
  • We do not have a valid mailing address on file for you.
  • Your assessed amounts consisted of only non-credit (continuing education) courses.
If you should have received a form but did not, please verify that the form was not mailed to another address such as your permanent (parent's) address. You can reprint the current and previous year forms 1098-T from SAIL (See How can I get a reprint of the Form 1098-T? and How do I change my name and/or address?).
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I attended continuing education classes at Oakland University and did not receive a Form 1098-T. Why?
The IRS does not require universities to send a 1098-T for continuing education (non-credit) courses.
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How do I change my name and /or address?

Oakland University students may submit their address changes online through the secure SAIL system using the Personal Information Link. The SAIL system allows convenient 24/7 online access from anywhere with an internet connection as well as keeping your information safe and secure through our password protected system. Online address changes through the secure SAIL system is the university’s preferred way for students to submit their address changes. 


Students wishing to change their address may also do so in-person at either the Registration Office, 100 O'Dowd Hall or Student Financial Services, 120 North Foundation Hall. Photo ID must be presented for any in-person transaction.

In order to process a name change, a driver’s license and either a marriage license, a Social Security card or a court order that reflects the new name are necessary. 
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How can I get a reprint of the Form 1098-T?

Beginning early January, students may re-print the 1098-T electronically at tra.vangent.com.  View the“Obtaining my 1098T Electronically” document for detailed instructions.  

Beginning mid to late January, detailed 1098-T information supporting the amounts reported in boxes 2, 4, 5 and 6 along with payment and housing detail will be available to view and print through SAIL

Current students can access SAIL by going to mysail.oakland.edu, logging in using your NetID and password, then clicking on the SAIL link at the top left.

Alumni and students who have not registered in the past year can access SAIL by going to mysail.oakland.edu, using the quick link "Alumni and students who have not registered in the past year SAIL" located on the right, then selecting "Login to Secure Area" and logging in using their Grizzly ID and PIN.  Students who have forgotten their PIN can click Grizzly ID & Reset SAIL PIN on the SAIL menu.  


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I have lost my Form 1098-T.  What do I do? 
Students may re-print the 1098-T electronically at tra.vangent.com.  View the “Obtaining my 1098-T  Electronically” document for detailed instructions.  Students who do not have a computer can go to any OU student computer lab (including our kiosk) or the local public library for access.  Parents needing copies of the form will have to work with the student who should supply them with a copy.   (See How can I get a reprint of the Form 1098-T?)
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The SSN/TIN is incorrect/missing on the Form 1098-T.  How do I fix my SSN?  How can a corrected form be obtained?
Students can fax a copy of their SSN Card or IRS TIN notice to 248-370-4661, or drop off in person at 120 North Foundation Hall, Attention: Robert Bonam.  A W-9S form cannot be accepted to correct an existing SSN / TIN.   A corrected 1098-T will be placed in the mail to the student by March 31.
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What information is reported on Form 1098-T?
Box 1 - Payments Received for Qualified Tuition and Related Expenses:
The government requires that an institution reports either payments received or amounts assessed for qualified tuition and related expenses. Once an institution has selected one of the options, it is unable to change the method between reporting years. For this reason, Box 1 will be blank.

Box 2 - Amounts Billed for Qualified Tuition and Related Expenses:
Shows the total amounts assessed for qualified tuition and related expenses during the reporting year.  If Box 7 is checked, it may also include amounts assessed for any academic period beginning January-March of the next reporting year (Refer to Box 7 description).

Box 3 – Change to Reporting Method:
Oakland University has not changed its reporting method for the reporting year.

Box 4 - Adjustments made for a Prior Year:
Shows any reductions of qualified tuition and related charges for semesters in a previous reporting  year.

Box 5 - Scholarships or Grants:
The sum of the scholarships and grants administered and processed for the reporting year.

Box 6 - Adjustments to Scholarships or Grants for a Prior Year:
Shows any reductions of scholarships and grants for semesters in a previous reporting year.

Box 7 - Checked if the Amounts in Box 1 or 2 include Amounts for an Academic Period Beginning
January - March:
This box will be checked if the student is registered in courses beginning in
January through March of the next reporting year.

Box 8 - Checked if at least Half-Time Student:
This box will be checked if the student is classified as half-time or greater in any one of the academic periods beginning in the reporting year.

Box 9 - Checked if a Graduate Student:
This box will be checked if the student is a graduate student (enrolled in a program leading to a graduate degree or graduate-level certificate) during the reporting year.

Box 10 - Ins. Contract Reimbursements/Refunds:
Shows the total amount of reimbursements/refunds of qualified tuition and related expenses made by an insurer. This box does not apply to Oakland University.

Note: All boxes do not need to be populated
Box 1 will be blank.

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Why don’t the amounts reported on the Form 1098-T agree with the amounts paid during the reporting year?
The amounts reported on the 1098-T are reported based on the date the charge was assessed to the student account and / or the aid was applied to the student account.   A student who registered for winter semester prior to January of the reporting year will have those charges reported in the prior year.   Beginning mid to late January students may obtain detailed financial information supporting the amounts reported in boxes 2, 4, 5 and 6 along with payment and housing financial information electronically by visiting SAIL, then selecting 'Student Services & Financial Aid', 'Student Records', and 'Tax Notification'.    

Current students can access SAIL by going to mysail.oakland.edu, logging in using your NetID and password, then clicking on the SAIL link at the top left.

Alumni and students who have not registered in the past year can access SAIL by going to mysail.oakland.edu, using the quick link "Alumni and students who have not registered in the past year SAIL" located on the right, then selecting "Login to Secure Area" and logging in using their Grizzly ID and PIN.  Students who have forgotten their PIN can click Grizzly ID & Reset SAIL PIN on the SAIL menu.  


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Why does the Form 1098-T show assessed amounts instead of payments?
Universities may choose to report either payments received or amounts assessed for qualified tuition and related expenses, but not both. Since Oakland University has chosen to report amounts assessed, only Box 2 will contain a dollar amount. Box 1 will be blank on all forms. Please refer to your cancelled checks and credit card statements to determine the amount paid in the reporting year.

Students can obtain a summary of payments received during the year on the SAIL system by selecting 'Student Services & Financial Aid', 'Student Records', and 'Tax Notification'.   Oakland University will not recalculate 1098-T forms using the payments received method.
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If I receive Form 1098-T, does it mean I qualify for the Lifetime Learning Tax Credit, American Opportunity Credit or the Tuition and Fees Deduction?
No, the University is required to provide Form 1098-T to individuals who were assessed for qualified tuition and related expenses during the reporting year. Please consult with a qualified tax preparer or CPA to make an individual determination. Oakland University cannot offer tax advice.
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I am an international student; can I claim a credit?
Generally, international students cannot claim the credit, although some students are eligible. Please review the IRS documents or contact your tax consultant for advice.
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Is Oakland University eligible for the State of Michigan College Tuition and Fees Credit?
No, Oakland University does not qualify for the State of Michigan College Tuition and Fees credit.
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What if I have further questions?
Oakland University has sent the forms in compliance with the IRS guidelines. However, we cannot offer any tax advice on this issue. Please contact the IRS or your tax consultant for further information. IRS Publication 970 on Tax Benefits for Higher Education provides additional information on the potential education credits and deductions.

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