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1098-T FAQ's

Get copies of your 1098-T

Each year, Rogue Community College prepares a 1098-T tax statement for students who may be eligible for an education tax credit. Eligibility is determined by income, enrollment and the amounts of qualified educational expenses paid during the year.

In previous years, your 1098-T included a figure in Box 2 that represented the qualified tuition and related expenses we billed to your student account for the calendar (tax) year. RCC will no longer report amounts in Box 2. Due to a change in federal law, RCC must report in Box 1 the amount of tuition related expenses you paid during the year. These changes went into effect for the 2018 tax year.

The dollar amounts reported on your Form 1098-T may assist you in completing IRS Form 8863 - the form used for calculating the education tax credits that a taxpayer may claim as part of your tax return. You can find detailed information about claiming education tax credits in IRS Publication 970, https://www.irs.gov/pub/irs-pdf/p970.pdf page 9.

Rogue Community College is unable to provide you with individual tax advice, but should you have questions, you should seek the counsel of an informed tax preparer or adviser. For more information about Form 1098-T and a blank sample of this year's Form 1098-T, that you will receive in January, visit
https://www.irs.gov/pub/irs-pdf/f1098t.pdf.
General Questions
Form Generation & Access
Claiming a Tax Credit
Information Regarding Form 1098T

What is IRS Form 1098T?
An eligible educational institution, such as a college or university in which you are enrolled, and an insurer who makes reimbursements or refunds of qualified tuition and related expenses to you must furnish this statement to you. You, or the person who can claim you as a dependent, may be able to claim an education credit on Form 1040 or 1040A, only for the qualified tuition and related expenses that were actually paid in the tax year in question. To see if you qualify for the credit, see Pub. 970, Tax Benefits for Education; Form 8863, Education Credits; and the Form 1040 or 1040A instructions.

What is the Taxpayer Relief Act of 1997?
The Taxpayer Relief Act of 1997 (TRA97) introduced several tax incentives on qualifying student loans. The Hope and Lifetime Learning credits provide the ability to take a tax credit for qualifying educational expense. TRA also provides a deduction for the interest paid on qualifying student loans. The Student Loan Interest Deduction is reported on an IRS Form 1098E. The Hope, Lifetime Learning, and American Opportunity Credits are reported on an IRS Form 1098T.

How do institutions report payments received?
Institutions may report either payments received for qualified tuition and related expenses during the calendar year in box 1 or amounts billed for qualified tuition and related expenses during the calendar year in box 2. The amount shown in box 1 or 2 may represent an amount other than the amount actually paid in the tax year in question. Rogue Community College (RCC) reports information in box 1. Please note, the Account History report available through myRogue provides you detailed information that is reported on the 1098T and the supporting documentation required by the IRS.

Why did I receive Form 1098T?
Colleges and Universities are required to send you this form so that you can use it to determine if you are eligible and what dollar amount you can claim for either the American Opportunity Credit or Lifetime Learning tax Credits.

What is Form 1098T used for?
The information on the 1098T form is provided to assist each Student/Taxpayer in preparing the IRS FORM 8863, which is used to claim the American Opportunity or Lifetime Learning Credits. Once complete, the 8863 should be attached to the Student/Taxpayers return to determine eligibility and the amount of the Education credit (if any) that he/she may be entitled to on their Individual Income Tax Return.

Do I have to use Form 1098T?
No, if you are not paying taxes or your income is too high to qualify, you do not have to do anything with this form. If you think you received it in error, please disregard it.

Can Rogue Community College provide me tax advice?
Rogue Community College cannot offer tax advice regarding your tax forms. If you have any questions about the credits or how much interest you can deduct, you should consult with a qualified tax professional or contact the IRS Taxpayer Assistance line at 1-800-829-1040. The IRS web site has many documents concerning TRA-97, including some self-help topics for tax filers.

How do I access my 1098T form if I did not receive one?
If you received a 1098T form, you can access it online, 24 hours a day, 7 days a week by logging into your Student account.

  • Log-in to your student account at myRogue.
  • Select the 1098T Statement link.
  • Make sure you have selected “Yes” to receiving your 1098T electronically.

When can I expect to receive my 1098T form?
Forms will be available online through myRogue by the third Friday in January for students.

What if the SSN on my tax form is incorrect?
To correct your Social Security Number ("SSN") on your tax form, you must fill out Form W-9S. Please note that your SSN cannot be corrected without a W-9S form on file. After completing the form, it can be mailed to Rogue Community College 3345 Redwood Hwy Grants Pass, OR 97527 or hand delivered to Rogue Central. Please be sure to fill out the form completely before submitting.

Where can I download form W-9S?
The W-9S form is located within Forms for Students. Please note that your SSN cannot be corrected without a W-9S form on file. After completing the form, it can be mailed to Rogue Community College 3345 Redwood Hwy Grants Pass, OR 97527 or hand delivered to Rogue Central.  Please be sure to fill out the form completely before submitting.

What if the amounts on my tax form are incorrect?

  • First, check to see if Box 7 was checked on the form from the previous year. If Box 7 is checked then the form from the previous year included the amounts for the academic period starting in Jan-March of this tax year and will not be included on the current form for this tax year.
  • Second, check the current tax year form, if Box 7 is checked then it is including amounts for the academic period starting Jan - March of the next tax year.
  • Third, this form is for qualified tuition and related expenses only, book expenses are NOT included.
  • Fourth, if your scholarships are not reflected, check to see if box 6 has an amount and if box 7 is checked. If so, scholarships and grants for the academic period starting in Jan-March of this tax year were included on last year’s form and will not be included on the current form for this tax year.


Note: Please view your account history on the myRogue menu to see a detailed history of your account by calendar year. The Account History report provides the supporting documentation the IRS requires.

If you still have questions, please email us at [email protected]. Please be sure to include your student ID# in your inquiry, this way we are easily able to identify your student account. If you are a non-resident alien, the IRS does not require us to send you a form, but we are able to provide you with a billing history.