Financial Aid

1098-T Forms Frequently Asked Questions

What Is A 1098-T Form?


A 1098-T form is an Internal Revenue Service (IRS) form provided to students who either registered for classes or had a reportable transaction during the tax year. Reportable transactions include the billing for any qualified tuition and fees a student must pay in order to be enrolled, scholarships, sponsorships, and financial aid transactions. See "Why Form 1098-T is important to you?"

  1. Which Fees Qualify For The Tax Credit?

  2. At West Hills College, qualifying fees include enrollment fees, material fees, non-resident tuition and capital outlay fees may qualify for the tax credit.

  3. Do I Send This Form To The IRS With My Tax Return?

  4. No. The 1098-T form is for your information only. The 1098-T information is submitted by West Hills College directly to the Internal Revenue Service. Information contained on the 1098-T form will be used by the IRS to determine if you qualified for an educational tax credit on your income tax return.

  5. What Are You Reporting In These Boxes?

  6. Box 1 – Payments . This box will be blank.
    There are two methods for schools to report fees. One method is to report the payments made by students during the tax year, and the other method is to report amounts billed during the tax year. The method of reporting selected by West Hills College will be to report only the amounts billed during the tax year.

    Box 2 – Amounts Billed . This box will contain any amounts billed during the tax year.

    Box 3 – Adjustments for a Prior Year. This box will contain any billing adjustments for the prior tax year, made in the current tax year. (e.g. billing adjustments posted in 2015 for 2014 semesters.)

    Box 4 – Scholarships or Grants. This box will contain amounts posted to student accounts from Financial Aid grants, e.g. PELL, SEOG, Cal Grants, EOPS Grants, Scholarships, Sponsorships, etc. in the tax year. Student loans are not included.

    Box 5 – Adjustments to Scholarships or Grants for a Prior Year. This box will contain the amounts of any adjustments posted in the reporting tax year for financial aid grants in the prior tax year. (e.g. grants posted in 2015 for 2014.)

    Box 6 – Checkbox for Amounts for an Academic Period Beginning in January through March 2016. This box will be checked if the invoices selected for Box 2 are for terms beginning during the first three months of the next tax year.

    Box 7 – Reimbursements or Refunds Under an Insurance Contract. This box will be blank and is not currently used.

    Box 8 – Check if at Least Half-Time Student. This box will have a check mark if the student was enrolled in six or more units in Spring 2015, Summer 2015, or Fall 2015.

    Box 9 – Check if a Graduate Student. This box will have a check mark if the student has a Bachelor's Degree.

  7. I didn't attend West Hills College in 2015. Why did I receive a 1098-T?

  8. Did you enroll for the Spring 2016 semester? If so, you probably received a 1098-T form because you registered prior to January 2016. Did you attend in 2014? If so, you may have received some type of adjustment in 2015 which would generate a 1098-T form.

    For any more information, you can download the current information regarding education credits, IRS Publication 970 (2005), and Tax Benefits for Education, at http://www.irs.gov/publications/index.html.

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