1098-T Information

UAlbany's EIN (Employer Identification Number) for your 1098-T is 16-1514621.

IMPORTANT NOTICE: Changes to 1098-T Reporting for the 2018 Fiscal Year

In previous years your federal education tax credit Form 1098-T included a dollar amount in Box 2 representing the qualified tuition and related expenses (QTRE) UAlbany assessed (billed) to your student account for the calendar (tax) reporting year. Due to a federally-mandated change surrounding institutional reporting requirements, UAlbany now reports the amount of qualified tuition and related expenses (QTRE) you paid during the 2018 calendar year in Box 1 of the Form 1098-T. This change is effective with the Form 1098-T's  generated in January 2019 representing student activity for the 2018 calendar year.

1098-T's for 2017 are currently available on Epay. The 2018 Form 1098-T will be  mailed by the end of January 2019 to the permanent address on file for the student, and will be available by January 31, 2019 on Epay and ESCI.

Students may log into Epay at this time and access their 1098-T forms for 2017.  Authorized Users may also access such forms IF the student has provided authorization on Epay. Students and Authorized Users will be notified when 1098-T's for 2018 are available.

International students do not receive a 1098-T unless they have an ITIN (Individual Taxpayer Identification Number) and have provided the ITIN to the University at Albany.

Federal regulations require educational institutions, such as the University at Albany, to provide information about qualified tuition and related expenses (reported on Form 1098-T, Tuition Statement) to the Internal Revenue Service (“IRS”) and to you. The information about qualified tuition and related expenses helps to determine whether you qualify for any available tax credit to reduce your federal income tax liability.

When a copy of the 1098-T information is made available on epay.albany.edu  an email is sent to the student's Albany email address.


*If you are an authorized user logging into epay.albany.edu, you may not may not see a 1098-T if your student has not given you permission to view the form. Students need to log in to their Epay account to access the 1098-T or provide access to the Authorized User.  Being able to log in as an Authorized User does not guarantee on-line access to the 1098-T.  There are different levels of access the student can authorize and access to the 1098-T requires specific authorization.*


You must have Adobe Reader on your computer to access your 1098-T on epay.

See our Frequently Asked Questions below:

Q: Why are the amounts in Boxes 1 and 5 different from what I expected?
A: 
Please review the following guidelines for information on what are eligible tuition and fee charges and what is reported in each box:  1098-T (TRA97) Guidelines.

Q: Why is my 1098-T with box 1 filled out, but box 2 is blank. Can I receive a 1098-T with box 2 filled out?
A: The University at Albany, following a federal mandate, has changed the reporting from Amounts Billed (Box 2) to report amounts paid (Box 1) on our 1098-T's. Please see the guidelines for more details on what is reported on your form.

Q: Why did I receive a 1098-T with no value in either box 1 or box 2,  yet scholarships are reported in box 5?
A: You have received a 1098-T for this year because you received grants and scholarships that posted to your UAlbany student account between January 1 and December 31, 2018.  It is not uncommon to receive grants and scholarships in one year that was billed in a prior year.

Q:  Why does the University require me to supply my Individual Taxpayer Identification Number (ITIN) or Social Security Number (SSN)?
A: Federal regulations requires that the University request and retain your ITIN or SSN so it may be reported on the Form 1098-T. 

If the University at Albany's records are missing your SSN or ITIN you will be requested and expected to provide it. As required by the IRS's Internal Revenue Code, section 6109, you are required to give the correct SSN or ITIN to UAlbany so we may issue you a valid 1098-T. If you fail to do so, the IRS may impose a penalty of $50 unless your failure is due to reasonable cause and not willful neglect.

To update or add an Individual Taxpayer Identification Number (ITIN) or a Social Security Number (SSN), visit you MyUAlbany, and selecting the link for "SSN/ITIN Add/Update HERE" under the "Student Home" section.  You will be prompted to sign in again with your NetID and Password to access the SSN update form.

Q: I just got a Social Security Number/Individual Taxpayer Identification Number. I don’t see a 1098-T. What can I do?
A:
If you’re looking for a 1098-T, it is first necessary to input your SSN/ITIN on MyUAlbany. You can do this by logging into MyUAlbany and clicking "SSN/ITIN Add/Update HERE" under the "Student Home" section. If you are unable to update your SSN/ITIN using this form, please contact the Registrar's office for assistance. Once you've added the SSN/ITIN, it will be necessary for Student Accounts to manually generate your 1098-T, so you'll need to contact the Student Financial Center to request a 1098-T be created. PLEASE NOTE: The SFC will only manually generate 1098-Ts for students with a change to their SSNs/ITINs. Once the 1098-T is ready, you will be emailed with instructions on how to access it electronically.  A manually generated 1098-T will not appear on Epay, but will be sent to the IRS if the change happens in the first half of 2019.  A paper copy will not be mailed automatically. It may take up to two weeks to have your 1098-T created. Please follow this link to obtain:  PDF Instructions on How to Access Your 1098-T in ECSI.

Please be advised:  If you have not provided the University with your Social Security Number, then we create a 1098T with an temporary number and a $50 penalty may be imposed.  The current 1098T form can still be used; however, if you update your SSN or ITIN, subsequent forms will be issued with your updated information.

Information on tax benefits, educational tax incentives and your eligibility may be obtained from the Department of Taxation-Internal Revenue Service at 1(800) 829-1040 or from a tax advisor. The IRS also provides Publication 970 as a guide to tax benefits. To view this publication, please visit their website.

You may also search the IRS's site for the "Tax Benefits for Education: Information Center," where you will find information on the American Opportunity Credit, Hope Credit and Lifetime Learning Credit.

Information is also available at the New York State Higher Education Services Corporation (HESC) website regarding tax credits and deductions. Please visit their website and search for “Tax Credits/Deductions.”

The University and its employees cannot provide tax information, assistance, or advice.