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IRS Form 1098-T Information

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While it is not Murray State University’s role to act as a tax advisor, we feel it is important that you know about the benefits available through the Hope Scholarship and Lifetime Learning Tax Credits.  Please share this important tax information with others if they will be claiming you as a dependent on their federal tax return.

In late January of each year, an IRS Form 1098-T is mailed to students who qualified during the previous calendar year.  Murray State University provides mailed IRS 1098-T forms to our students, and provides web access to the IRS 1098-T information supplied to the Internal Revenue Service.

Murray State University has elected to report by the “Amount Billed” method.  This method reports all tuition and related charges assessed during the 2013 calendar year.  Spring 2013 continuing students who had applicable charges assessed during the calendar year 2012 WILL NOT have these amounts reported on the IRS 1098-T form.  Spring 2014 continuing student s that had applicable charges assessed in the calendar year 2013 WILL have these amounts reported on the 1098-T form.  You also had to be considered at least half-time student during one semester in 2013 to be sent a form.

The IRS Form 1098-T is mailed to your home address of record on the student’s MyGate System by January 21, 2014.

Online access to the 1098-T information is available through the student’s MyGate System. 

After logging onto MyGate, the student should click on the “Money” tab, and the 1098-T information is located on the left hand side of the screen.  After clicking on the link, enter in the appropriate tax year. Students that have opted into the electronic 1098-T will be able to view them by clicking My Account/View your e-bill and then select the 1098-T tab.

 

This Additional information:

IRS Form 8863:  Education Credits
IRS Publication 970:  Tax Benefits for Education

 

Murray State University cannot provide individual tax, legal, or accounting advice and shall not be liable for damages of any kind in connection with the information provided. Please contact your tax professional or the Internal Revenue Service at 1-800-TAX-1040 or visit their web site.

 

American Opportunity (Hope) and Lifetime Learning Tax Credits

Frequently Asked Questions

 

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