UBO: 1098T Information
Overview
The 1098-T Tuition Statement forms for the current tax year are mailed to students no later than January 31 with qualifying tuition charges for tax credits. 1098-Ts are IRS informational forms issued to the student and mailed to the home address that the student has listed in MyMadison.
Some general information about the 1098-T form:
- JMU sends 1098-T forms showing eligible tuition payments as well as any free money (grants, scholarships, etc) the student received during the tax year.
- Room and Board charges are not part of “qualified tuition” as defined by the IRS.
- If you did not have qualifying tuition, then a 1098-T form was not processed.
What next?
If you do not have your 1098-T form, you can log into your M3 account and view your 1098-T there. If you have questions about the amounts reported on your 1098-T for the current tax year, please contact the UBO at 540-568-6505 or email us at ubo@jmu.edu. Additional information about the 1098-T form is available from the IRS at https://www.irs.gov/forms-pubs/about-form-1098-t.
Please visit the IRS Tax Benefits for Education page for more information on the how the 1098-T can be used.