1098-T Tax Information

Access your 2025 1098-T:

2025 1098-T - Available via your Account Portal in Wingspan.

Frequently Asked Questions:

    The 1098-T form, officially known as the Tuition Statement, is an informational tax form that universities are required to provide to eligible students and the IRS. It reports payments received for qualified tuition and related expenses during the calendar year, which can be used to claim education-related tax credits such as the American Opportunity Tax Credit and the Lifetime Learning Credit. This form helps students and their families substantiate claims for these tax benefits.

    On January 31, or the following business day if January 31 falls on a weekend.

    Click HERE for instructions on how to access your 1098-T.

    The amount reported in Box 1 includes all payments made toward Qualified Tuition and Related Expenses (QTRE) during the calendar year (January 1 to December 31).

    QTRE include tuition, fees, and course materials required for a student to be enrolled at or attend an eligible educational institution.

    Examples of charges that are not considered qualified tuition and related expenses include but are not limited to:

    • Room and board fees
    • Meal plan fees
    • Insurance and medical fees
    • Transportation fees (i.e., parking, etc.)
    • Late and penalty fees (i.e., library fines, etc.)
    • Other fees (post office fees, payment plan enrollment fee, etc.)

    Box 1 will only show the amount up to Winthrop University's QTRE, even if payments during the tax year exceed QTRE.

    The amount reported in Box 5 includes the total amount of scholarships and grants disbursed to the student account during the calendar year (January 1 to December 31).

    Loans are not reported in Box 5.

    The 1098-T is systematically generated and is reported on a calendar year basis (for activity from January 1 to December 31).

    Here are some examples:

    • If you made a payment in Fall 2025 for Spring 2026 classes, the payments will show up on your 2025 1098-T.
    • If grants or scholarships were applied to your account in January 2026, the grants or scholarships will show up on your 2026 1098-T, even if the related charges or other payments were applied in 2025.

    Your 1098-T is not missing payments, scholarships, or grants. The payments are recorded in the calendar year they were received.

    Further, universities only report the amount of payments made up to the Qualified Tuition and Related Expenses (QTRE) amount. If the amount of payments, grants, and scholarships made during the calendar year are greater than QTRE, Box 1 will only show the QTRE amount. Payments made for housing, meal plans, parking, and other fees are not considered QTRE.

    Please refer to IRS Publication 970.

    The 1098-Ts are systematically generated.

    From Touchnet, you can download your account activity and review them with a tax professional. 

    To download your account activity from Touchnet, go to Account Portal > View Activity > Filter activity by Date range > Input range From 1/1 To 12/31 > View Activity > Select terms and expand items for details and dates.

    Winthrop University cannot provide any further tax guidance or advice.