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  5. 1098-T Frequently Asked Questions

1098-T Frequently Asked Questions

FORM 1098-T TUITION STATEMENT INFORMATION TAX YEAR 2025

  1. Students who provided electronic consent can access their 2025 Form 1098-T online through UTRGV ASSIST beginning January 27, 2026.
  2. Students who opted for paper delivery or did not provide electronic consent were mailed a paper copy of their 2025 Form 1098-T on January 27, 2026, via S. Postal Service to the student’s PERMANENT address on file with the Office of the Registrar.
  3. Beginning with the 2025 tax year, international students are automatically included in the 1098-T reporting process and are no longer required to submit a formal request to the Tax Compliance Office.
  4. Beginning with the 2025 tax year, international students can view their Form 1098-T online through UTRGV ASSIST for the first time. Online access was not available for international students in prior years.
  1.  

For tax year 2025, the following information is included on the 1098-T Form and reported to the IRS:

  • Box 1 is for PAYMENTS RECEIVED for Qualified Tuition and Related Expenses (QTRE) .
  • Box 2 is no longer used as per Internal Revenue Service (IRS) regulations.
  • Box 3 is no longer used as per Internal Revenue Service (IRS) regulations.
  • Box 4 is for adjustments made to PAYMENTS RECEIVED for QTRE for the prior year.
  • Box 5 is the total amount of scholarships/grants received.
  • Box 6 is for adjustments to scholarships/grants made for the prior calendar year.
  • Box 7 is checked if enrolled in Spring 2026 but payment received in 2025.
  • Box 8 is checked if enrolled at least half-time for a semester during calendar year 2025.
  • Box 9 is checked if a Graduate student.

Beginning with calendar year 2018, the IRS mandated that institutions report 1098-T Form information based on PAYMENTS RECEIVED for Qualified Tuition and Related Expenses (Box 1).

PLEASE NOTE that the reporting method based on a mounts billed for qualified tuition and related expenses (Box 2) has been eliminated by the IRS.

Qualified Tuition and Related Expenses are defined in Section §1.25A‐2(d) of the Code of Federal Regulations ( http://www.gpo.gov/fdsys/pkg/CFR-2004-title26-vol1/pdf/CFR-2004-title26-vol1-sec1-25A-2.pdf ):

Qualified tuition and related expenses

  1. In general, the term "qualified tuition and related expenses" means tuition and fees required for the enrollment or attendance at an eligible educational institution for courses of instruction of such individual at such institution.
  2. Exception for education involving sports, etc.‐ Such term does not include expenses with respect to any course or other education involving sports, games, or hobbies, unless such course or other education is part of the individual’s degree program.
  3. Exception for nonacademic fees‐ Such term does not include student activity fees, athletic fees, insurance expenses, cost of room and board, or other expenses unrelated to an individual's academic course of instruction.

1098-T forms were not furnished for the following individuals:

  • Individuals whose scholarships and grant amounts exceed, or equal to the Payments Reported in Box 1. IRS Section 1.6050S-1(a)(2)(iii)
  • Individuals who were enrolled in courses that did not earn academic credits. IRS Section 1.6050S-1(a)(2)(ii)
  • Individuals who were not enrolled during 2025. IRS Section 1.6050S(b)(2)(A)
ACCESS YOUR 1098-T FORM ONLINE via UTRGV Student Assist:

You may access your 1098-T information via http://my.utrgv.edu

  • You will be asked to log in using your User Name and Password
    • From ‘My Application’ menu, select ‘Assist’.
    • From ‘Student Services’, select Myfinances  >  Tax Notification 1098-T .
    • A general information notification will regarding the 1098-T form will appear, click 'Continue'.
    • Select ' 2025' from the drop-down menu.
      • If you were eligible to receive a 1098-T, a representation of the 1098-T will display.
      • If you were not eligible to receive a 1098-T, a representation of the 1098-T will display, but a message will read across stating, “ THIS 1098-T DOES NOT REQUIRE REPORTING.”

FORGOT YOUR PASSWORD?

  • If you forgot your password, contact the IT Help Desk at 956-665-2020, to have your password reset.

Any information provided in this notice is not intended as legal or tax advice. Individuals should obtain the IRS Publication 970, Tax Benefits for Higher Education ( https://www.irs.gov/pub/irs-pdf/p970.pdf ) , or contact your personal tax preparer regarding your income tax situation.

Frequently Asked Questions (FAQs)

Students who provided electronic consent can access their 2025 Form 1098-T online through UTRGV ASSIST beginning January 27, 2026.

Students who did not provide electronic consent were mailed a paper copy of their 2025 Form 1098-T on January 27, 2026, via the U.S. Postal Service, to the mailing address on file with the Office of the Registrar.

The 1098-T Form is an informational IRS tuition statement. It is a report that will indicate payments received for Qualified Tuition and Related Expenses (QTRE) and the total amount of scholarships/grants disbursed to your student account. This is not an invoice. No payment is due.

Please consult with your personal tax preparer. UTRGV does not provide tax preparation services and cannot provide tax advice.

The 1098-T, Tuition Statement, is furnished to assist taxpayers in determining eligibility for the education tax credit allowable under Section 25A-1 of the Code of Federal Regulations. Additional information on Section 25A-1 can be found: eCFR 

Not all students are eligible to receive a 1098-T Form, please see the section above “ 1098-T forms were not furnished for the following individuals” for a list of reasons why a student may not be eligible to receive the 1098-T Form. Otherwise, 1098-T forms were mailed to eligible students on January 27, 2026 via U.S. Postal Service to the address on file with the Office of the Registrar. Electronic 1098-T forms are also available via UTRGV Student Assist.

PLEASE note: Students who were not eligible for the 2025 1098-T form were not furnished a hard copy, however, students can access a courtesy (informational) copy of the 2025 1098-T form on their Student Assist account. Please note: if you were eligible for the 2025 1098-T form, the data represented on your courtesy (informational) copy is not reportable to you or to the Internal Revenue Services (IRS).

The representation of the 1098-T displayed on UTRGV Student Assist contains all the same information as the paper 1098-T Form sent by mail. Please note: Please consult with your personal tax preparer about reporting your 1098-T information on your taxes. UTRGV does not provide tax preparation services and cannot provide tax advice.

Section 6050-1(b)(3)(ii)(c) requires institutions to report transactions that occur during a calendar year (January 1 – December 31). Students who attended the Spring 2025 semester, but registered for classes in the Fall of 2024, had their qualified tuition expenses reported in their 2024 1098-T. These transactions for qualified tuition and related expenses have a transaction date that occurred in 2024.

You may go online to https://my.utrgv.edu

  • From ‘Applications’ menu select ‘ASSIST’.
  • You will be asked to log in with your User Name and Password, click on the “OK” button.
  • From 'Student Services', select My Finances  >  Online Student Bill
  • Select a term from the dropdown menu.

NOTE: Account detail for term shows the lump sum of payments made per semester.

The amount in box 1 of the 1098-T represents payments received for Qualified Tuition and Related Expenses (QTRE), not the total amount paid. Not all payments received are for Qualified Tuition and Related Expenses. For example, parking permit fees may appear on the bill statement, but it is not a Qualified Tuition and Related Expense. You will therefore see a difference in the payments received for Qualified Tuition and Related Expenses (1098-T Box 1) and the total amount paid.

No. Due to FERPA regulations, the 1098-T Form is available only to the student. The student is responsible for providing the 1098-T Form to other parties, including parents.

No; Beginning with the 2025 tax year, international students are automatically included in the 1098-T reporting process and no longer need to submit a formal request. 

  • Electronic consent provided: You can access your 2025 Form 1098-T online through UTRGV ASSIST beginning January 28, 2026.
  • No electronic consent: A paper copy of your 2025 Form 1098-T was mailed on January 27, 2026, via the U.S. Postal Service to the permanent mailing address on file with the Office of the Registrar.

Please note: In prior years, international students were required to submit a formal request by email to receive a 1098-T.  This step is no longer required beginning with the 2025 tax year

Log into UTRGV Assist and follow these simple steps:
    • Click on the Window Pane icon in the upper left corner of your ‘Assist’ landing page
    • Click on ‘Assist’
    • Click on ‘Personal Information’
    • Click on ‘General Student Info’; you will be directed to your ‘My Profile’ landing page
    • Click on ‘Action Items’; you will be directed to your ‘Action Item Processing’ landing page
    • Click on ‘1098-T Electronic Consent’
    • Click on your preferred consent setting.
       • If you select ‘I Consent.’, you will receive an electronic only copy of your
          Form 1098-T through ‘Assist’.
       • If you select ‘I Do Not Consent.’, you will receive a printed copy of your
          Form 1098-T.
    • Click on the ‘Save’ button.

Please contact the Tax Compliance Office at tax.compliance@utrgv.edu or 956-665-2558; please have your Student ID available.

Payroll and Tax Compliance


Edinburg

payroll@utrgv.edu
tax.compliance@utrgv.edu
Phone: (956) 665-2558
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