IMPORTANT NOTIFICATION ON 1098-T

IMPORTANT NOTIFICATION ON IRS FORM 1098-T TUITION STATEMENT FOR TAX YEAR 2019

The University of Texas Rio Grande Valley (UTRGV) is required by the Internal Revenue Service (IRS) to report payments of qualified tuition and related educational expenses on the IRS Form 1098-T – Tuition Statement.  1098-T completed forms were mailed to eligible students on January 30, 2020 via U.S. Postal Service to the address on file with the Office of the Registrar.  Students, or persons who can claim them as dependents, may be eligible to claim certain educational tax benefits on their Federal income tax return.

Electronic 1098-T information will be available online via UTRGV Student ASSIST on January 31, 2020.


1098-T forms were not furnished to students under the following circumstances:

  • Individuals whose scholarships/grants were equal to or greater than the payments received for qualified tuition and related expenses. 1098-T box 5 is equal to or greater than 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 the 2019 calendar year. IRS Section 1.6050S(b)(2)(A)
  • Nonresident alien students, unless requested by the student. IRS Section 1.6050S-1(a)(2)(i)
    • Please note: for tax purposes, a nonresident alien is an individual who is NOT a U.S. Citizen or a U.S. Permanent Resident with a Permanent Resident Card (‘Green Card’).
    • If you are a nonresident alien student and wish to receive a 1098-T, please submit a formal request via email to tax.compliance@utrgv.edu before March 24, 2020. Include your full name, student ID number, and a statement requesting the 2019 UTRGV 1098-T Form.
If you received a 1098-T for 2019, please take a moment to review your student information:
  • Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN)
  • Name
  • Mailing address


If there are any changes needed to the information listed above, please submit IRS W-9S form found through the following link https://www.irs.gov/pub/irs-pdf/fw9s.pdf, and return the completed form via U. S. Postal Service to the address listed below:

The University of Texas Rio Grande Valley
Attn: Tax Compliance Office – EMASS 3.160
1201 W. University Dr.
Edinburg, TX 78539

Alternatively, you may also visit the Tax Compliance Office in person before March 24, 2020. The Tax Compliance Office is located at:

The University of Texas Rio Grande Valley
Marialice Shary Shivers Building (EMASS) 3.160
Edinburg, TX  78539

 


Questions or Concerns

For questions or concerns regarding UT Rio Grande Valley 1098-T forms, please contact the Tax Compliance Office at tax.compliance@utrgv.edu  or 956-665-2558.