Sign up to receive the Form 1098-T electronically – you could be eligible for tax credits on your tuition.

The Form 1098-T, Tuition Statement, is issued to help determine if students or their parents are eligible to claim tax credits under the Tax Relief Act of 1997. Learn more about the American Opportunity Credit or Lifetime Learning Credit by accessing IRS Publication 970.

Fast: Access your Form 1098-T on CUNYfirst as soon as it is availableFast: Access your Form 1098-T on CUNYfirst as soon as it is available.

Secure: Eliminates the chance that the Form 1098-T will get lost, misdirected or delayed during delivery.Secure: Eliminates the chance that the Form 1098-T will get lost, misdirected or delayed during delivery.

Convenient: You can receive your Form 1098-T wherever you are.Convenient: You can receive your Form 1098-T wherever
you are.

Qualified educational charges

Qualified educational charges

Eligible or qualified charges include in-state or out-of-state tuition charges plus other eligible fees including the following:

  • Technology fees
  • Student activity fees
  • Consolidated fees
  • Change of program fees

 

Charges considered “not qualified” or “not eligible”

Non-qualified charges include the following:

  • Late payment fees
  • Late registration fees
  • Room and board or similar living expenses
  • Transportation
  • Meals
  • Books
  • Family expenses
  • Courses taken for no credit (unless taken to improve job skills)
  • Expenses paid at any time other than in the current year, January 1 to December 31
  • Insurance
  • Medical expenses