Tax and 1098-T Information

  • Paperless 1098-T, or e1098-T, ensures fast, secure, and efficient delivery of your tax form.  Sign up today in the ePay Center!

Tax and 1098-T Information

Tax and 1098-T Information


1098-T Forms

1098-T tax forms will be mailed to students by January 31st, unless the student has opted to receive this form electronically (by enrolling in e1098-T - see below).  It is for informational purposes and serves to alert students that they may be eligible for federal income tax education credits.

Box 1 Payments

Box 1 of the 1098-T form includes payments received for Qualified Tuition and Related Expenses (QTRE) that posted during the calendar year, regardless of when the semester started (e.g., the Spring semester is billed/charged to the student account in December of the prior year, therefore, it will appear on the 1098-T for that calendar year).  Keep in mind that the amount in Box 1 may not be the amount the student may have paid, as payments cannot exceed the total QTRE reported in the calendar year.

NOTE: IRS education credits are based on amounts paid by you, not billed to you.

W-9 Form

Reporting to the IRS depends primarily on your Social Security Number (SSN), so it is very important for you to have the correct information on file with the University. If you do not have your SSN on file with the University, please complete a W-9 form and submit it to the Office of the Bursar.  

Sign up for e1098-T

You can sign up to receive your 1098-T electronically (also referred to as e1098-T) by following the steps provided below. 

  • Go to Self-Service Banner.
  • Log in using your Rowan NetID and password.
  • Under the "Bursar" tab, select "ePay Center" to be directed to the secure payment site.
  • Go to “My Account” and select “Consents and Agreements”.
  • Select “Change” if you would like to consent to paperless delivery of your 1098-T form.
  • A “Paperless 1098-T Option” message will appear with an option for consent. By clicking on “Accept Consent”, students state their intent to receive their 1098-T form every year they attend Rowan University.

Once the e1098-T enrollment has been completed, students can print, e-mail, or save their 1098-T form via the ePay Center going forward.

Accessing your e1098-T form

There are two ways in which you can access your e1098-T form, which are as follows:

Accessing your e1098-T form in the e-Pay Center (official 1098-T form)

  • Go to Self-Service Banner.
  • Log in using your Rowan NetID and password.
  • Under the "Bursar" tab, select "ePay Center" to be directed to the secure payment site.
  • Go to “My Account” and select “Statements”.
  • Select “1098-T Tax Statements” tab.
  • Click on the appropriate tax year link to access PDF version of official 1098-T form.

Accessing your e1098-T information in Self-Service Banner 

  • Log in using your Rowan NetID and password.
  • Select the "Bursar" tab on the main menu.
  • Select "1098-T Form".  Enter appropriate tax year and click "Submit".

1098-T FAQs

Should you have questions or require more information about the 1098-T form, please click here.

American Opportunity & Lifetime Learning Tax Credit Information

The American Opportunity Credit takes the place of the HOPE Credit. The HOPE credit is for tax years 2008 and prior. The Lifetime Learning Tax Credit remains.

IRS Publication 970, Tax Benefits for Higher Education will assist taxpayers in determining their eligibility for the tax credits.  You may obtain this Publication from any IRS office, or download it from the Internet at irs.gov/forms_pubs/pubs/p970toc.htm.  The IRS addresses specific questions that taxpayers may have concerning their eligibility for the tax credits here.