1098-T Tax Information - Key Points Form Availability
MSU provides the 1098-T tax form each year by January 31 for the previous calendar year.
Available either
- Online through Campus Connection (with consent)
- By mail to your listed address if no consent is given
How to Access 1098-T Online
- Log in to Campus Connection > Student Center
- Grant electronic consent under the 1098-T section
- Once consent is granted, paper copies will no longer be mailed.
- If consent was given in a past year, no action is needed.
Mailed Copy
- If you don't consent, the form is mailed to your Mailing/Home address listed in Campus Connection.
- Make sure your address is updated before the second Thursday of January.
- No duplicate mailed copies are available if you lose it—accessit online instead.
Lost or Missing 1098-T
- Cannot be re-issued by mail or over the phone
- Students must:
- Log into Campus Connection. Select “View 1098-T Info.”
- Choose the tax year and print the form.
Social Security Number Requirement
- MSU must have your correct SSN for IRS reporting.
- If you’re contacted to submit or correct your SSN, follow the instructions.
- Missing or incorrect SSNs can result in IRS fines or audits.
Student Privacy & Access
- Only the student can update their address or access the 1098-T.
- Due to FERPA, MSU cannot discuss the 1098-T with parents/spouses unless a release is on file.
What is the 1098-T Form?
- A required IRS tax form that reports qualified tuition and fee charges
- Helps students or tax preparers fill out IRS Form 8863 for education tax credits (like the American Opportunity or Lifetime Learning Credit)
Important IRS Reporting Notes
- MSU reports “Amounts Billed” in Box 2, not “Payments Received” (Box 1 is blank).
- Students must use personal payment records to determine what was actually paid.
- Books, supplies, and other qualifying expenses are not tracked by MSU.
Explanation of 1098-T Boxes
- Box 2: Qualified tuition and related fees billed (not paid), does not include room, board, or books.
- Box 4: Adjustments or refunds for charges from a prior year
- Box 5: Scholarships, grants, and third-party payments (not family payments or loans)
- Box 8: Checked if you were enrolled at least half-time (6+ credits in a semester)
Tax Filing Tips
- The 1098-T is a starting point only.
- You need your own payment records and receipts to claim any education-related tax benefits.
- MSU does not determine whether you qualify for a tax credit.
Bookstore Receipts
- Students must keep their own receipts for books and supplies.
- These may not be available later from the MSU Bookstore.
Need Help or See an Error?
- Contact the MSU Business Office:
- Phone: 701-788-4757
- Email: david.varriano@mayvillestate.edu. Include your student ID and a daytime phone number.