Download the 1098-T Tax Statement

Colleges and universities are required under Internal Revenue Code Section 6050S to issue the Form 1098-T to most students for the purpose of determining a taxpayer’s eligibility for various education tax credits or deductions. Qualified educational expenses include tuition and mandatory enrollment fees, but it does NOT include room & board, health insurance, health services fees, books, parking permits or fines.

Most students are eligible to receive a 1098-T. The IRS does not, however, require The University of Akron to generate a 1098-T for students in specific situations. If grants and scholarships exceed the qualifying educational expenses for the same year, you will not receive a statement.

The form is informational only. Form 1098-T is used as a guide. In addition, the following may be useful when determining your eligibility for tax credits or tax deductions.

  • Account Activity Statement - obtained on your Workday account; reflects charges and payments and their posted dates
  • Cashed check images - obtained from your banking institution
  • Online bank statements - obtained from your banking institution

University staff cannot provide tax advice. Tax questions should be referred to a tax advisor or the IRS website. 2025 Instructions for Forms 1098-E and 1098-T

Requests for a new 1098-T form must be made by March 15th. Requests submitted after this deadline cannot be fulfilled.

If you are eligible to receive a 1098-T, it will be available electronically through the student’s Workday account by January 31st.

Box 1 represents payments received, from any source, for qualified tuition and related expenses.

Box 2 and Box 3 are not populated at The University of Akron.

Box 4 shows any adjustment made by an eligible educational institution for a prior year for qualified tuition and related expenses that were reported on a prior year Form 1098-T. This amount may reduce any allowable education credit that you claimed for the prior year (may result in an increase in tax liability for the year of the refund).

Box 5 shows the total of all scholarships or grants administered and processed by the eligible educational institution. The amount of scholarships or grants for the calendar year (including those not reported by the institution) may reduce the amount of the education credit you claim for the year.

Box 6 represents the amount of reductions or refunds made for scholarships or grants that were reported for a prior year.

Box 7 is checked if a reported payment was made for a semester beginning in early 2026 (January - March).

Box 8 is only checked if you have been at least a half-time student (6 credit hours for undergraduate students; 4 credit hours for graduate) for a least one academic period that began during the calendar year.

Box 9 is checked if you were enrolled as a graduate student for at least one academic period during the calendar year for which reporting is required.

Please note that when claiming educational credits and deductions on your income tax return, you will need to report amounts paid and your Workday Statement will be the best and most helpful resources for purposes of determining your allowable education tax credits or deductions. 

Students can print or view their 1098-T forms through the Finances app in Workday

  1. Login to Workday
  2. Click on Finances app
    1. To add the Finances app, click Add Apps, then enter Finances in the search bar
    2. Click the plus sign to add the Finances app to your menu, then click ack to Menu
  3. Under My Account
    1. Click Print My 1098-T or View My 1098-T
  4. Enter Calendar Year

To print your 1098T follow the above instructions. You will see the statement, your 1098-T is being generated. Please check your Workday notifications (upper right corner) to download it.

This may take 10 minutes to complete.

Eligible educational institutions are required by the IRS to prepare Form 1098-T for most students who paid for “qualified educational expenses” in the preceding year.  Consistent with IRS Regulations, The University of Akron is not required to provide Form 1098-T to a student in the following instances:

  • Students whose qualified tuition and related expenses posting in the reporting year were entirely waived or paid entirely with scholarships posting in the reporting year (noting that payments for the Spring semester frequently post in the previous reporting year and are thus reflected in the prior year’s Form 1098-T).
  • Courses for which no academic credit is offered or earned, even if the student is otherwise enrolled in a degree program.
  • Students who are nonresident aliens, i.e., not tax residents of the United States. (Note: The University’s general practice has been to provide nonresident aliens with a Form 1098-T, when applicable, even though it’s not legally required to do so).

If you fall under one of these exceptions, you will not receive a Form 1098-T from the University.

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

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

  • If payments are for courses for which no academic credit is offered, even if the student is otherwise enrolled in a degree program.
  • If the 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.
  • Students for whom you do not maintain a separate financial account and whose qualified tuition and related expenses are covered by a formal billing arrangement between an institution and the student's employer or a governmental entity, such as the Department of Veterans Affairs or the Department of Defense.

Beginning with tax year 2018, new legislation requires that UA report payments received for qualified tuition and related expenses in Box 1 on IRS Form 1098-T, rather than the historical reporting of the amount billed in Box 2.