1098-T Tax Form FAQ

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  • A 1098-T form is an Internal Revenue Service (IRS) form provided to students who either registered for classes or had a re-portable transaction during the tax year. Re-portable transactions include the billing for any qualified tuition and fees a student must pay in order to be enrolled, scholarships, sponsorship's, and financial aid transactions. See "Why Form 1098-T is important to you?"

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

  • 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. The 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.

  • Eligible colleges or other post-secondary institutions must send Form 1098-to any student who paid "qualified educational expenses" in the preceding tax year. Qualified expenses include tuition, any fees that are required for enrollment, and course materials the student was required to buy from the school

    The information on the 1098-T form is generated from any financial activity that occurred during the tax calendar year on your student account.

  • 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 – This box is here primarily for the IRS's information, not the student's.

    Box 4 – Adjustments for a Prior Year. This box will contain any billing adjustments for the prior tax year, made in the current tax year. 

    Box 5 – Scholarships or Grants. This box will contain amounts posted to student accounts from Financial Aid grants, e.g. BOGG Waivers, PELL, SEOG, Cal Grants, EOPS Grants, Scholarships, Sponsorships, etc. in the tax year. Student loans are not included. 

    Box 6 – 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. 

    Box 7 – Checkbox for Amounts for an Academic Period Beginning in January through March 2018. 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 2017, Summer 2017, or Fall 2017. 

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

    Box 10 – This box will be blank.