1098-T

The 1098-T will include an indication as to whether the recipient was enrolled at least half-time for at least one academic term during the calendar year and whether the student was enrolled exclusively in graduate level courses. Also included will be the 'qualified' tuition and fee amounts billed by the University, scholarships and/or grants disbursed and adjustments made in the prior year's statement during the calendar year. The University will provide a supplemental statement that itemizes the totals being reported should you have questions.

The University cannot provide tax advice concerning income taxes or the applicability of TRA '97 to individual situations. Questions concerning income tax matters should be directed to a tax professional or the IRS. You may also find the following references/sources helpful:

  • Internal Revenue Service
  • IRS Publication 970 - "Tax Benefits for Higher Education"
  • IRS telephone number: 1-800-829-1040

In order to update your records with your SSN/ITIN, we will need you to complete and return the IRS W-9S form and the Student ID Authorization form, following the instructions below. Please note we must have a copy of your SSN/ITIN in order to process these forms.

Please complete part 1 of the W-9S form and attach a copy of the SSN/ITIN card for documentation.

Please complete the Student ID Authorization and indicate if you would like your student identiciation number to be changed to this number. Allowing the university to change your student identification number helps facilitate future reporting requirements to the Internal Revenue Service.

Please return completed forms and your copy of the SSN/ITIN card to:

Bursar and Treasury Services
University of Georgia
424 East Broad Street
Athens, GA 30602


1098-E

You may find the following references/resources helpful:

  • Internal Revenue Service
  • IRS Publication 970 - 'Tax Benefits for Higher Education'
  • IRS telephone number: 1-800-829-1040

The Univeristy of Georgia will provide a 1098-E statement of student loan interest paid to the University during the calendar year. The statements are mailed by January 31st.