IT IS ADVISABLE FOR YOU TO MAINTAIN YOUR FINANCIAL RECORDS
FROM THE UNIVERSITY AND KEEP ALL SEMESTER BILLS AND RECEIPTS
WITH YOUR TAX RELATED DOCUMENTS.

Form 1098T is an informational form for you to keep with your tax records. Any questions regarding deductibility of educational expenditures should be directed to your tax expert.

Please note that the amounts shown in boxes 1 and 2 on form 1098T are amounts BILLED to you in 2008 AND MAY BE DIFFERENT THAN THE AMOUNT ACTUALLY PAID. You may be able to take a deduction or credit on amounts actually paid.

If you have additional specific 1098T questions you can email us at  1098Tinfo@admin.umass.edu.