1098-T Tax Credits
No Whittier College employee may give tax advice regarding these credits. If you are unsure about your eligibility, please consult with a qualified tax preparer.
Whittier College is required to mail 1098-T form to all students enrolled in Spring, Summer or Fall terms during a given calendar year, by January 31st of the following year. This form will be mailed to the student's permanent address on file. You can access and reprint a copy of this form through your my.whittier.edu account by following the instructions below.
- Log into my.whittier.edu account
- Click the My Info Tab
- In the Self-Service Box, expand the Self Service Links
- Click on Students Folder
- Click on Student Account Folder
- Select Tax Notification and select the desired year
On the 1098-T, we report the name, SSN and address of the student, and indicated whether the student was a graduate student or at least half-time during the calendar year. Institutions are required to report either the payments received for qualified charges or the amounts billed for qualified charges. Whittier College does not identify payments on your student account with specific charges, therefore, Whittier College reports amounts billed.
Beginning in tax year 2003, education institutions must also report amounts to the IRS pertaining to qualified tuition and related expenses, as well as scholarships and/or grants, taxable or not. If you qualify for an education credit, you should use your personal records and student account statements to determine the amounts that you actually paid toward the charges reported on the 1098-T. We are required to report all qualified transaction in the actual calendar year during which they were posted to your account, regardless of when you pay them.