1098-T Tax Document

The 1098-T is an informational form used by eligible educational institutions to report qualified tuition and related education expenses to eligible students and the IRS for the calendar tax year (January 1 – December 31).

One of the purposes of the 1098T form is to help students determine if they (or their parents or guardians who claim them as a dependent) can qualify for an educational tax credit. Please refer to the IRS Publication 970 or IRS Publication 5197 to learn more about the educational tax credit options and eligibility requirements.

1098-T forms will be available to view in your ctcLink student financial account in mid-January each year. Mailed forms will be sent to the address on file by January 31. 

Frequently Asked Questions (FAQ)

SPSCC provides 1098-T forms to eligible students who made full or partial payments for their qualified tuition and related expenses (QTRE) during the calendar year. Qualified tuition and related expenses are defined by the IRS as amounts paid for tuition, fees and other related expense for an eligible student that are required for enrollment or attendance at an eligible educational institution.

Eligibility is determined by several factors including citizenship status, academic credit, time period of payments applied to eligible tuition and related educational expenses, and the number of waivers, grants, scholarships and/or third-party payments received. If you’re unsure why you did not receive a form, you can email 1098T@spscc.edu for additional information.

Students whose eligible tuition and fees were entirely waived will not receive a 1098-T form.

The 1098-T is available at the end of January. There are two ways you can receive this form: Electronically or via US Mail. 

Electronically 

Students may choose to receive the IRS Form 1098-T electronically instead of waiting to have it printed and delivered in the mail. To view your form, follow the instructions below:

How to View Your 1098-T

  1. Log into ctcLink
  2. Select Student Homepage
  3. Select Financial Account tile

Grant Electronic Consent

  1. Log into ctcLink with your Clipper ID and password
  2. Select the Financial Account tile
  3. Select the Account Services button on the left menu to expand and show the View 1098-T option
  4. Select the View 1098-T button to display available 1098-Ts
  5. A button allowing you to consent to view your 1098-T online becomes available if you have not viewed your 1098-T already
  6. Select the Grant Consent button to display the 1098-T Consent Agreement text.
  7. Select the 'Yes, I have read the agreement' checkbox and then select the Submit button.

US Mail

Students who do not grant consent to receive their form electronically by December 31 will receive their printed form by mail. To avoid delivery delays, it is important to review and/or update your address in your ctcLink account. You may do so by following these instructions.

Login to your ctcLink account.

Electronically

Electronic delivery is the fastest and safest way to access your tax document. Login to your ctcLink account using this link: https://csprd.ctclink.us/ and enter your ctcLink ID and password. You may need to grant consent to view your form if consent was not given before December 31 of the current tax year.

How to view your 1098-T

  1. Login to ctcLink
  2. Select Student Homepage
  3. Click Financial Account tile

Grant Electronic Consent

  1. Log into ctcLink
  2. Select the Financial Account tile.
  3. Select the Account Services button on the left menu to expand and show the View 1098-T option.
  4. Select the View 1098-T button to display available 1098-T's.
  5. A button allowing you to consent to view your 1098-T online becomes available if you have not viewed your 1098-T already.
  6. Select the Grant Consent button to display the 1098-T Consent Agreement text.
  7. Select the 'Yes, I have read the agreement' checkbox and then select the Submit button.

US Mail

Students who do not grant consent to receive their form electronically by December 31 will receive their printed form by mail. Forms will be mailed by January 31. If you do not receive your form or have questions, please email 1098T@spscc.edu

This message indicates that you were not eligible to receive a 1098-T for the current tax year. Typically, this is related to citizenship status, financial information, or enrollment. If you have additional questions, please email 1098T@spscc.edu

Amounts Paid for Qualified Tuition and Related Expenses

Box 1 - Amounts Paid for Qualified Tuition and Related Expenses

Includes payments made to eligible charges, or qualified tuition and related expenses during the calendar year. Qualified tuition and related expenses are defined by the IRS as amounts paid for tuition, fees, and other related expenses for an eligible student that are required for enrollment or attendance at an eligible educational institution.   

Some expenses that are qualified for the 1098-T include:

  • Tuition (Operating, Building, and S&A fees) for credit courses
  • Student Building Fee
  • Technology Fee
  • Online Class Fee
  • Course Fees

Some expenses that are not qualified for the 1098-T:

  • Room and board
  • Travel
  • Insurance
  • Other Health Fees
  • Application Fees
  • Books and supplies
  • Class/course fees for non-credit classes such as Transition Studies and Corporate & Continuing Education
Box 4 – Adjustments Made to the Prior Year

Includes adjustments made to qualified tuition and related expenses reported on a prior year Form 1098-T in Box 1. The amount reported in Box 4 represents a reduction in tuition paid during a prior calendar year. For example, if you paid winter quarter classes in December and withdrew from classes in January which resulted in a refund, Box 4 reports the decrease in paid tuition due to the withdrawal.    

The amount reported in Box 4 for adjustments to qualified tuition and related expenses may reduce any allowable education credit you may claim for the prior year. See IRS Form 8863 or IRS Publication 970 for more information.

Box 5 – Scholarships, Grants, and Third-Party Payments

Includes the total of all grants, scholarships, and third-party payments administered by the College’s Financial Aid office and/or Student Finance office including those from Veteran’s Educational Benefits, government agencies, and other organizations.   

The amount reported in Box 5 do not include tuition waivers, student loans, work study, employment, or other scholarships, grants, and/or third-party payments not administered by SPSCC.

Box 6 - Adjustments to Scholarships or Grants for a Prior Year

Includes adjustments made to scholarships or grants reported on a prior year Form 1098-T that was in Box 5. The amount reported in Box 6 represents a reduction in scholarships or grants reported for a prior calendar year.  The amount reported in BOX 6 for adjustments to scholarships or grants may affect the amount of the education credit you may claim for the prior year.  See IRS Form 8863 for how to report these amounts.

Additional Information Reported

Box 7 indicates, if checked, that BOX 1 includes amounts for an academic period beginning in the next year (2024).  For example, if you registered and paid for the upcoming Spring Semester during November or December, this box will be marked. 

Box 8 shows whether you are considered to be at least one-half of the normal full-time workload for at least one academic period during the calendar year.    

Box 9 shows whether you are considered to be enrolled in a program leading to a graduate level degree, certificate, or other recognized education credential.

Beginning 2022, 1098-T Forms are available to view electronically in your ctcLink student account. Follow the instructions below to view your form.

  1. Log in to ctcLink
  2. Navigate to: Student Homepage -> Financial Account -> View 1098-T

Request 2021 1098-T Forms (and older) by emailing 1098T@spscc.edu with the following information:

  • Student name
  • Student ID
  • Tax year
  • Email address
  • Phone Number

Your social security number is a key element on your tax information. SPSCC uses the information provided to the College when generating 1098-T forms so if your SSN is missing or incorrect, please update immediately. 

To update your SSN, please complete the Substitute Form W-9S and submit it to Enrollment Services by mail or in person at the Olympia One-Stop in Building 22.

Once you’ve submitted your updated SSN, please email 1098T@spscc.edu to notify staff and request a corrected form. 

The IRS requires a valid social security number for any students who are filing a tax return and/or seeking educational credits. A missing or incorrect SSN may result in an IRS penalty. If you noticed your SSN is missing or incorrect on the form, please update it immediately.

Your legal name is a key element on your tax information. To update your legal name, please review instructions on our website for Name or Gender Marker Change.

Once your name has been updated, please email 1098T@spscc.edu to notify staff and request a corrected form.

While the address shown on the form is not relevant to the IRS, having an accurate address on file helps the College ensure any written correspondence and/or refund checks are sent to the correct address.

Options for updating your address:

  1. Please follow these instructions to update your address in your ctcLink Self-Service portal. This is the quickest option.
  2. Complete and submit the Address and Degree Program Change form in person to the One-Stop in Building 22 on the Olympia Campus or via email from the student’s @spscc.edu email address (not from a personal email address). 

Electronic delivery is the fastest and safest way to access your tax document.

  1. Log in to ctcLink.
  2. Navigate to: Student Homepage → Financial Account → View 1098-T
  3. Select Grant Consent and read 1098-T Consent Agreement
  4. Check box that says “Yes, I have read the agreement” and click Submit.

Q: What happens if I don’t give consent?
A: You’ll receive a paper copy by mail, which may take longer.

Q: How often do I have to grant consent?
A: You only need to grant consent once. After granting consent, you will be able to view past, current, and future tax year forms electronically.

Q: How long is my consent valid?
A: Your consent is valid until you withdraw consent. To withdraw consent, please email 1098T@spscc.edu from your spscc email account and include a description of your request, name, and ctcLink ID.

Q: How can I obtain a paper copy after giving consent?
A: Email 1098T@spscc.edu with your name, ctcLink ID, and tax year that you are requesting.

SPSCC Federal Tax ID Number

The Federal Tax ID # for South Puget Sound Community College is 91-1409321.

Student Tax Information on the College website is available for information only. For tax advice, please consult the IRS or a Tax Accountant. For more information or questions, go to the IRS website.