1098-T Form:

• What is a 1098-T form?
• When will the 1098-T be mailed?
• To which address is the 1098-T mailed?
• How can I get a second copy of 1098-T form?
• Detailed Fee Receipt Information and Explanation of the Charges:
• Steps for accessing the detailed fee receipt information:
• Information reported on form 1098-T:
• Amounts included in Box 2 are, “Amounts billed for qualified tuition and related expenses:”
• Amounts included in Box 4 are, “Adjustments made for a prior year:”
• Amounts included in Box 5 are, “Scholarship and grants for a prior year:”
• What can you do if you do not receive the 1098-T form?
• 1098-T forms for International Students:
• Can I get help from PVAMU in determining if I am eligible for the educational tax credits?

The 1098-T form:

The 1098-T is an IRS form entitled “Tuition Statement” that assists the student in determining if he/she qualifies for certain education related tax credits under the Taxpayer Relief Act of 1997(TRA97). The IRS requires eligible educational institutions such as Prairie View A&M University who receive payment for qualified tuition and related expenses during the calendar year to provide this statement to the students and to the IRS.

Mailing Date:

The Forms will be mailed by January 31st of the following year. You should receive your 1098-T form within two weeks of this date.

Mailing Address:

The 1098-T form will be mailed to the permanent address on the Registrar’s Office record. If your address has changed recently, please contact the Registrar’s Office and provide your new address.

Second Copy of the 1098-T form:

You can print copies of your 1098-T statements by following the steps below. Please read the instructions carefully:

Step 1: Go to www.tra.pearsongov.com

Step 2: Click on the “Student Services Button”

Step 3: Enter 00363000 for School Code and hit “Submit”

Step 4: On the Student Log on page enter;

SSN -- Social Security Number
(Enter the SSN without format characters. Example: 123-45-6789 as 123456789)

Name ID -- First two characters of your last name
(Example: Name ID for John Smith is SM)

Pin Number – Last four Digit of your Social Security Number.
(This is the initial pin number; you will be prompted to create a new pin number which will be your individualized pin number)

Detailed Fee Receipt Information and Explanation of the Charges:

Prairie View A&M University posts a detailed breakdown of the qualified and unqualified charges on the student portal/Panthertracks of the university website (www.pvamu.edu). This detailed information is supplemental and is not reported to the IRS. All financial information that is posted on the web is summarized by type and academic term. In addition to the financial information, explanation of the charges is also provided there.

You can access this information by taking the following steps:

Information reported on form 1098-T:

On the 1098-T form, Prairie View A&M University reports student’s name, SSN, address and indicates if the student was a graduate student or at least half-time during the calendar year. The university reports the amount billed for qualified tuition and related expenses and not the actual amount that the student paid to the university during the calendar year. Since Prairie View A&M University does not identify payments on student account with specific charges, it is impossible to determine which payment is made towards the qualified expenses and which is made towards the unqualified expenses. Therefore, the university has elected to report amounts billed in Box 2 instead of payment received in Box 1 . Students should use their personal records and university fee receipts to determine the actual amount paid towards the charges reported on the 1098-T statement.

Amounts included in Box 2 , “Amounts billed for qualified tuition and related expense”:

This represents the amounts billed during the calendar year for qualified tuition and related expenses. The amount reported is the total amount billed less any reductions in charges made during the calendar year that relate to the amounts billed.

Amounts included in Box 4 , “Adjustments made for a prior year”:

This represents any reduction in charges made for qualified tuition and related expenses processed during the calendar year that relate to amounts billed that were reported for a prior year.

Amounts included in Box 5 , Scholarship and grants for a prior year”:

This represents any reduction to the amount of scholarship or grants that were reported for prior year.

What to do if you do not receive the1098-T Form:

Prairie View A&M University sends a 1098-T form to every student except foreign students, from whom the university received payment for qualified tuition and related expenses. If you were enrolled at least half time in any semesters during the pervious calendar year, did not receive your 1098-T, and it is not available on the TRA Services website, contact the University at 936-261-2154.

International Students:

1098-T forms will be produced for international students as requested.  Presentation of a valid social security card or tax identification card is required for this purpose. Please contact Tasmina A. Quddus at 936-261-2154 for more information.

Determining the eligibility for the educational tax credits:

Prairie View A&M University cannot determine if you qualify for a tax credit and is not allowed to give you tax advice. Please read the instructions on the 1098-T statement and obtain IRS publication 970 and Form 8863 or contact a tax professional about your personal income tax situation. The IRS website for the above form and publication is www.irs.gov/formspubs/index.html, and the IRS can be reached at 1-800-829-1040.