Tax Information

Your IRS Form 1098-T, tuition statement is mailed out each year in January. The document may also be printed from your my.emich account. Be aware that EMU processes the 1098-T based on the calendar year (January–December). For tax-related questions, please contact your tax advisor.

Please note that the 1098-T form serves to alert you that you may be eligible for federal income tax education credits. It should not be considered as tax opinion or advice. While it is a good starting point, the 1098-T, as designed and regulated by the IRS, does not contain all of the information needed to claim a tax credit. There is no IRS requirement that you must claim the tuition and fees deduction or an education credit. Claiming education tax benefits is a voluntary decision for those who may qualify.

Print Your 1098-T

To print your 1098-T, follow these steps:

  1. Log into my.emich.
  2. Click on the "Student" tab
  3. At the main menu, select "Student Services and Financial Aid" and then "Student Records"
  4. Click on "Select Tax Year," select the desired year and click "Submit"
  5. Select "Tax Notification" and view your 1098-T.

Sample 1098-T

A sample Form 1098-T is shown below. For additional information and filing instructions, visit the IRS's Form 1098-T, Tuition Statement webpage.

Sample Form 1098-T

Explanation of Form 1098-T

Box 1 - Payments Received for Qualified Tuition and Related Expenses

The government requires that an institution reports either payments received or amounts billed for qualified tuition and related expenses. Once an institution has selected one of the options, it is unable to change the method between calendar years. For this reason, Box 1 will be blank.

Box 2 - Amounts Billed for Qualified Tuition and Related Expenses

Shows the total amounts billed for qualified tuition and related expenses during the calendar year.

Box 4 - Adjustments made for a Prior Year

Shows any adjustment made for the previous calendar year.

Box 5 - Scholarships or Grants

The sum of the scholarships and grants administered and processed for the calendar year.

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

Shows any adjustment made for the previous calendar year.

Box 7 - Checked if the Amounts in Box 1 or 2 include Amounts for an Academic Period Beginning January - March

This box will be check if you are enrolled in courses beginning in January through March of the next calendar year.

Box 8 - Checked if at least Half-Time Student

This box will be checked if you are an undergraduate and enrolled at least half-time in the fall and winter semesters.

Box 9 - Checked if a Graduate Student

This box will be checked if you are a graduate student (enrolled in a program leading to a graduate degree or graduate-level certificate).

Box 10 - Insurance Contract Reimbursements/Refunds

Shows the total amount of reimbursements/refunds of qualified tuition and related expenses made by an insurer.

NOTE: All boxes do not need to be populated Box 1 will be blank. Only the information on the front of the 1098-T is reported to the government; the information on the back is not reported and is for your information only. The dates listed on the back of the 1098-T reflect the date the semester begins.

Frequently Asked Questions

For more information, visit our Form 1098-T Frequently Asked Questions page.

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