Student Billing Office Forms

1098-T Information

Form 1098-T is used as a guide in the preparation of your taxes. Its purpose is to assist you in determining your eligibility for an education tax credit.

When will I receive my Form 1098-T?

Your Form 1098-T will be available to you electronically on or before January 31. The form can be found by going to your MyIUP EasyPay Account, under Statements. Everyone can access their forms on the ECSI website.

What are qualified and non-qualified expenses?

Does the 1098-T include charges for books?

No, the College does not include amounts paid for books in Form 1098-T. You should consult with your tax advisor to determine if payments for books should be considered when preparing your income tax returns and determining eligibility for education tax credits or deductions.

Why don't the numbers on Form 1098-T equal the amounts I paid during the year?

There are potentially many reasons for this discrepancy. First, the amount in Box 1 only represents amounts paid for qualified tuition and related expenses (QTRE) and does not include non-qualified expenses (see above) which, though important, are not considered  mandatory education expenses for tax purposes.

Secondly, Form 1098-T reports amounts that the student paid in a certain year, and the pay date does not necessarily correspond to the dates that the classes were attended. For example, tuition for the Spring semester is typically billed in the prior year so a student may have paid  tuition for the Spring semester in December even though classes don't start until January.  The  best and most accurate source of information about the amounts that you paid for qualified  tuition and related expenses will be your Activity Details.

Why are the amounts in Box 1 also in Box 5? What if Box 5 is greater than Box 1?

Box 5 reflects the total scholarships, grants and fellowships that the university is aware of, excluding any that are paid directly to the student. Scholarships, grants and fellowships reported in this box could pay Qualified Tuition and Related Expenses reported in Box 1 but they could also pay expenses like housing and dining or insurance which are not QTRE and therefore not reported in Box 1. There are other possible reasons that may apply to your specific situation.  Please consult with a tax advisor for more information.

I graduated in May; do I have a Form 1098-T?

Some May graduates will not be issued a Form 1098-T because there is a possibility that payments for QTRE for Spring was made on or before December 31. The Spring semester tuition charges were generally billed and posted in December and, therefore, would  have been included on the prior year Form 1098-T. There could be carry over QTRE from the previous year that can be reported on the current Form 1098-T.

My accountant says that the College must provide me with a form 1098-T.

The College in not required, by the IRS, to furnish a Form 1098-T in the following instances:

• Payments for courses for which no academic credit is offered, even if the student is otherwise enrolled in a degree program.
• Enrolled student is a nonresident alien, unless requested by the student.
• Students whose qualified tuition and related expenses are entirely waived or paid
  entirely with grants/scholarships.

Employer Tuition Reimbursement

This form is now available through Student Forms. To access this form, an account will need to be created. Once the account has been created, you will then go to “Manage Requests” and choose Student Billing. Complete this form and submit it along with any remaining balance due to the Office of Student Billing. A $40 employer reimbursement plan fee will be added to your account. Please submit a new form each semester.

If you are an international student and are unable to create an account in Student Forms, please reach out to the Student Billing Office via email, and a form will be provided for you.

Refund Information

• Direct Deposit Cancellation Form

  • If you wish to discontinue the direct deposit of financial aid refunds, please log in to MyIUP and inactivate your current banking information.
  • You can update your banking information by logging in to your MyIUP account.

• Request Stop Payment of Refund Check

  • To request a stop payment, please stop in our office or email us from your IUP email. Your request should indicate that you are requesting a stop payment of a refund check. Please include the amount and date the refund was processed, as well as your banner ID.
    
    Note: By doing this, you understand that after you initiate this request, a stop payment will be placed, and if you find the refund check, you will not cash it. IUP will reissue the refund check after the original has been stopped and voided.

Tuition Waiver

Information on tuition waivers and the tuition savings account program.

Title IV Authorization

Log in to MyIUP and follow these steps:

• Student Dashboard
• Financial Aid
• Responses Required
• Questions from the Financial Aid Office

Note: By completing this, you are giving permission to the university to pay any outstanding balance on your student account (including non-institutional charges) for the same aid year. This will not cover charges from prior aid years.

Wellness Fee Exemption Request 

(Only available for Student Teaching, Dissertation, and Internship students)

Once your Wellness Fee Exemption Form request is approved, you will no longer be authorized to use any services that are financed with funds from the Wellness Fees. This includes use of the Center of Health and Well-Being.