Tax Benefits 1098T (Parents)

1098-T Tuition Statements for 2011

1098-T Tuition Statements for 2011 have been mailed. Students may access 1098-T statements online through Duckweb.

Available Tax Credits

Under the American Recovery and Reinvestment Act of 2009 (ARRA), more parents and students will qualify over the next two years for a tax credit - the American Opportunity Credit - to pay for college expenses. The American Opportunity Tax Credit, which expanded and renamed the already existing Hope credit, can be claimed for tuition and certain fees you pay for higher education in 2009 and 2010. It also adds required course materials to the list of qualifying expenses and allows the credit to be claimed for four post-secondary education years.

Update November 9, 2011 - This page has been updated to reflect the fact that the American Opportunity Tax Credit, which was to expire at the end of 2010, was extended for an additional two years through December 2012 by the Tax Relief and Job Creation Act of 2010.

For more information on the American Opportunity Tax Credit please check the  IRS webpage 

IRS Form 1098-T Tuition Statement

The 1098-T tax form is a statement of qualified tuition and fees charged by the University of Oregon that is provided to the student as well as reported and filed with the IRS. As an eligible educational institution, the University is required by law to provide 1098-T Tuition Statements to students who were enrolled in courses at the University during the calendar year. The 1098-T is intended to assist you in calculating your eligibility for the American Opportunity Tax Credit (Hope) or Lifetime Learning Tax Credit. By law, the University must have the 1098-T forms mailed by January 31^st for the prior year’s taxes. The 1098-T tax form contains the filer’s (University of Oregon) address, Federal Tax ID number and contact information, along with the student’s name, address, social security number, and enrollment status. More importantly, the 1098-T tax form contains the qualified tuition and related expenses billed to the student by the University of Oregon during the calendar year. It also contains the amount of scholarships or grants posted to the student account during the calendar year. Qualified tuition and related expenses are defined by the IRS as “tuition and fees a student must pay to be enrolled at or attend an eligible educational institution.” In general, not all charges incurred during a calendar year will meet IRS requirements, which is why the figure in Box 2 will probably not match total charges for the calendar year.

1098-T Information Reported

The IRS requires each eligible educational institution to report payments received (Box 1) or amounts billed (Box 2) for qualified educational expenses. The majority of colleges and universities elect to report amounts billed for qualified educational expenses.

• Box 1. Payments Received for Qualified Tuition and Related Expenses: This box will be blank because the University of Oregon has elected to report amounts billed.
• Box 2. Amounts Billed for Qualified Tuition and Related Expenses: This box includes Tuition, Mandatory Fees (Building Fee, Incidental Fee and Rec Center Bond Fee), Resource Fees, Matriculation Fees, Honors College Fee, Tuition Refund Penalties, and Mandatory Fee Refund Penalties.
• Box 3. Checkbox for Change of Reporting Method: This box will only be checked if the University of Oregon changes the reporting method (payments received or amounts billed).
• Box 4. Adjustments Made for a Prior Year: This box is used to report reductions in qualified charges posted to your account previously reported in prior years.
• Box 5. Scholarships or Grants. This box reports the amount of scholarships or grants posted to your account during the calendar year.
• Box 6. Adjustments to Scholarships or Grants for a Prior Year: This box is used to report reductions to scholarships or grants previously reported in prior years.
• Box 7. Checkbox for Amounts for an Academic Period Beginning in January through March of 2_ _ _ (the following calendar year): This box will be checked if qualified tuition and related expenses are billed in one year, but the academic period begins January through March of the following year. Example: Winter term charges are billed in December but classes begin in January.
• Box 8. Check if at Least Half-Time Student: This box will be checked if the student was at least a half-time student during any academic period during the calendar year.
• Box 9. Check if a Graduate Student: This box will be checked if the student was a graduate student; if the student was enrolled in a program or programs leading to a graduate-level degree, graduate level certificate, or other recognized graduate level educational credential.
• Box 10. Insurance Contract Reimbursements or Refunds: This box will be blank.

Duplicate Copies

Copies of 2011 1098-T Tuition Statements will be available by January 31^st, 2012 online through Duckweb from the Student Menu.

1098-T Tuition Statements prior to 2010 are not available online. Students and authorized payers can request duplicate copies by contacting a representative in the Student Billing Department at 541-346-3170 or by email at: stubills@uoregon.edu

The following information is required to process your request: the student's name and UO ID number, tax year of the 1098-T that you are requesting, a daytime contact phone number for the student or authorized payer and the mailing address* where you would like the duplicate 1098-T mailed. Please allow 5-7 business days to process your request.

* Please note that we can only mail out duplicate 1098-T tax forms to an address that is already established in our system. For a new address, students must first update or add the address through Duckweb prior to requesting a duplicate tax form.

Contact Information

University of Oregon employees cannot offer tax advice. However, if you have questions about the information provided on form 1098-T, you may contact a University of Oregon representative after February 1^st at (541) 346-3170 or by email at: stubills@uoregon.edu