Who Receives A 1098-T

Who Receives A 1098-T Tax Form

Students who paid for qualified educational expenses and/or who receive financial aid in the form of scholarships, tuition credits and grants (within a calendar year) may be issued a 1098-T tax form. The form is intended to assist you in the preparation of your federal income tax return. 

Why You May Not Have Received A 1098-T

Consistent with IRS Regulations, UMass Amherst is not required to provide a 1098-T tax form to a student with the following exception circumstances:

  • Students whose qualified educational expenses were entirely waived or paid with scholarships.
  • Students whose qualified education expenses were entirely paid by a third party, including a student’s employer or government entity.
  • Students who do not have a valid permanent address on file at the University.To update your address, select the Personal Portfolio menu once logged in to SPIRE.
  • Students who do not have a valid Social Security Number (SSN) or Tax Identification Number (TIN) on file with the University. To file a SSN or TIN, contact the appropriate Registrar's Office.
  • Students who are non-resident aliens, i.e., not tax residents of the United States.