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1098-T Frequently Asked Questions

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You will be notified in January when your 1098-T is available. To access the system, please go to https://myservices.csmd.edu/Student and follow these steps:

  1. Log in using your my.CSMD username and password.
  2. Click on "Tax Information."
  3. Click on "1098 Information."
  4. If you have not previously done so, select "Receive my 1098 only in electronic format."
  5. Click on the blue "Save" button.

What has changed on the 1098-T form?

In January of each year, College of Southern Maryland prepares IRS form 1098-T for eligible students reflecting amounts associated with tuition and financial aid for the prior calendar year as outlined in the IRS regulations.

In previous years, the 1098-T sent provided a figure in Box 2 of the form that represented the qualified tuition and related expenses that were BILLED to the student’s account for the calendar (tax) year.  Due to a change to institutional reporting requirements mandated by federal law, beginning with tax year 2018, the amount of qualified tuition and related expenses PAID during the calendar year will be reported in Box 1.

Please note that all payments received at the Student Account Services by December 31, 2018, have been posted to your student account.  Payments that are made online to your student account in Online Services will post on the date the payment is made.  Payments received after December 31, 2018, will be reported on the 2019 1098-T form. 

For more information about Form 1098-T, visit www.irs.gov/pub/irs-pdf/i1098et_18.pdf.

What is the 1098-T form?

The 1098-T form, also referred to as the "Tuition Statement," is mailed to the student by College of Southern Maryland to assist you, the taxpayer, in determining if you are eligible to claim tax credits such as the Hope Scholarship Tax Credit or the Lifetime Learning Tax Credit for educational expenses.

What are the Hope Scholarship Tax Credit and the Lifetime Learning Tax Credit?

The Hope Scholarship Credit allows up to a $2,500 tax credit for the first four years of postsecondary education. The Lifetime Learning Credit allows up to a $2,000 tax credit per tax return for undergraduate, graduate, and professional degree courses for eligible students. To review additional information about these two tax credits, go to www.irs.gov/forms-pubs/about-form-1098-t.

Where can I view my 1098-T information?

You may view your 1098-T through your my.CSMD account. An e-mail will be sent to with instructions on how to access the system.

Why is there nothing reported in Box 2 on my 1098-T?

The IRS previously allowed institutions of higher education the option of reporting either payments received (Box 1) or qualified charges billed (Box 2). In years past, College of Southern Maryland reported qualified charges billed (Box 2).  Due to a change to institutional reporting requirements mandated by federal law, beginning with tax year 2018, the amount of qualified tuition and related expenses paid during the calendar year in will be reported Box 1.

What charges are considered "qualified" or "eligible" charges?

Eligible or qualified charges are in-state or out-of-state tuition charges required for a student to be enrolled at or attend College of Southern Maryland and receive academic credit for the completion of course work leading to a degree. Certain fees are also qualified charges, including combined, web and other course related fees.

What charges are considered "non-qualified" charges?

Non-qualified charges include books, housing, meal plans, health fee, insurance, or transportation fees or costs. Other examples of non-qualified charges include expenses incurred for a course to enhance job skills, improve language skills, or study abroad, unless a degree program requires studying abroad.

What is the timeline for the 1098-T?

The 1098-T form contains information pertaining to the calendar year (January 1 - December 31).

Why do my Spring 2018 semester payments not appear on my 1098-T?

Payments made prior to January 1, 2018, cannot be reported on the 2018 1098-T.

My 1098-T was mailed to the wrong address. How do I obtain a copy?

To obtain a 1098-T form, you may log into Online Services. An e-mail has been sent to your e-mail address with instructions on how to access the form.

Why was my 1098-T mailed to the wrong address?

1098-T forms are mailed to the student's permanent residence listed in my.CSMD. If your 1098-T was mailed to the wrong address, please make sure all information in my.CSMD is currently up-to-date. You may update address information in my.CSMD by completing the Update Contact Information Form available here.

Do I actually submit the 1098-T with my tax return?

There is no requirement for the 1098-T to be attached along with your tax return. This document may be kept for your personal records.

How are VA Benefits reported on my 1098T form?

Beginning in 2012, VA Benefits received under the Post 9/11 GI Bill are now reported as scholarships on the 1098-T form in Box 5. Although VA benefits are not considered a resource when need is calculated, the IRS has recently defined Box 5 to include payments received from governmental entities. The definition of Box 5 is:

The total amount of any scholarships or grants administered and processed during the calendar year for the payment of the student's costs of attendance. Scholarships and grants generally include all payments received from 3rd parties (excluding family members and loan proceeds). This includes payments received from governmental and private entities such as the Department of Defense, civic, and religious organizations, and nonprofit entities.

For more information you may access https://www.irs.gov/pub/irs-pdf/i1098et_18.pdf

I still have questions. Who can I contact?

Any further questions can be directed to the Student Account Services via e-mail at: studentaccounts@csmd.edu. You may also want to consider viewing the following websites for more detailed information:

College of Southern Maryland is not authorized to offer any personal tax advice. Please address all questions and concerns regarding personal tax matters to a tax consultant/advisor or the IRS directly at 1-800-829-1040.