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Frequently Asked Questions

 

What semesters are included in Box 1 (Payments received for qualified tuition and related expenses)?

The following semesters are included in Box 1:

Spring 2018 (January-May 2018) Term 201802

Fall 2018 (August-December 2018) Term 201804

Spring 2019 (January-May 2019) Term 201902

Consult your student account on Banner Web for details on your particular situation or the insert that came with your 1098T.

What semesters are included in Box 5 (Scholarships or grants)?

The following semesters are included in Box 5:

Spring 2018 (January-May 2018) Term 201802

Fall 2018 (August-December 2018) Term 201804

I received a 1098T form in previous years but did not receive one this year. Why not? Should I be concerned?

For students whose scholarships exceed the amount of tuition and fees, we are not required to report any information on a 1098T per IRS Reg § 1.6050S-1(a)(2)(iii). If you still believe you should have received a 1098T, please contact Linda Weindel, Manager, Student Accounts, at Swarthmore College, at 610-328-8396 or lweinde1@swarthmore.edu.

I'm a foreign student and I didn't receive a 1098T. Should I receive one?

For non-resident aliens, we are not required to report any information on a 1098T per IRS Reg § 1.6050S-1(a)(2)(i). However, if your residency status is NOT a non-resident alien, please contact Linda Weindel, Manager, Student Accounts, at Swarthmore College, at 610-328-8396 or lweinde1@swarthmore.edu to find out the status of your 1098T.

I believe the information reported in Box 1 or Box 5 is incorrect. Who should I contact?

You should contact Linda Weindel, Manager, Student Accounts, at Swarthmore College, at 610-328-8396 or lweinde1@swarthmore.edu.

I lost my 1098T. Who should I contact?

You should contact Linda Weindel, Manager, Student Accounts, at Swarthmore College, at 610-328-8396 or lweinde1@swarthmore.edu.

I don't know if I qualify for any of the credits. How do I find out?

You should contact your tax advisor, the IRS at 1-800-TAX-FORM or consult IRS Publication 970-Tax Benefits for Higher Education.