Forms are issued by January 31st of each year for the prior year. Students can receive their 1098-T forms electronically.
*If your form is blank, ensure that you are downloading the form into Adobe Reader. The form cannot be viewed in a browser preview utility.
If there is no 1098-T form or "1098-T Tax Statement" section listed in the "eStatements" tab of the NYU eSuite, you may not be eligible to receive a 1098-T form.
We are encouraging you to assist us in going paperless by enrolling in electronic delivery of your 1098-T form. Students who consent to electronic delivery only will not be mailed a paper form.
To enroll in paperless forms, log on to the NYU eSuite and follow the steps listed below:
To be viewed, the form must be downloaded into Adobe Acrobat Reader 8.0 or higher. For security reasons, the form cannot be loaded into a browser preview utility.
IRS Form 1098-T, is entitled "Tuition Statement," and contains information to assist the IRS and you in determining if you are eligible to claim educational related tax credits such as the American Opportunity Credit and Lifetime Learning Tax Credit.
The Tax Relief Act of 1997 states that educational institutions, such as New York University, are required to file informational returns with the IRS indicating a student's enrollment, and report either amounts billed, or payments received for qualified tuition and related expenses.
The 1098-T form the student receives in the mail or electronically is the information that was sent to the IRS by New York University. The form is an informational return for your personal records, and is not required to be submitted with your tax return. Determination of eligibility for an educational tax credit is the responsibility of the taxpayer. For more information on educational tax credits and potential eligibility, please review Publication 970 from the IRS: https://www.irs.gov/uac/About-Publication-970
The university is required by the IRS to either fill in the payments received (Box 1) or the amounts billed for qualified tuition and related expenses (Box 2). NYU fills out Box 2. Therefore, no 1098-T forms at NYU report information for Box 1.
Starting with 2018 1098-T forms (processed in 2019), NYU will report payments in Box 1 as required by the IRS.
Qualified tuition and related expenses are defined as tuition and certain related expenses required for enrollment or attendance at an eligible educational institution. Student-activity fees and expenses for course-related books, supplies, and equipment are included in qualified related expenses only if the fees and expenses must be paid to the institution as a condition of enrollment or attendance.
Unqualified expenses include university housing, meal plans, health insurance, transportation, or other similar personal, living, or family expenses.
NYU is not required to report 1098-Ts for non-credit programs. Students also must have had registration in 2017 or 2018 terms during the calendar year 2017 to obtain a 2017 1098-T. Further, students must have had either eligible billed amounts or financial aid amounts post during the calendar year 2017. Finally, NYU is not required to report 1098-Ts to non-resident alien students.
This information is not intended as legal or tax advice. Individuals should review Publication 970 "Tax Benefits for Higher Education" or contact a tax practitioner about personal income tax situations.