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• Form 1098-T
• Form 1098-T FAQ

Form 1098-T Frequently Asked Questions

1. What fees are included in qualified expenses?
2. What fees are not included in qualified expenses?
3. I disagree with your classification of qualified and/or nonqualified fees. What should I do?
4. How can I find out the detail for the amounts shown on my 1098-T Supplemental Form?
5. I paid an application fee of $55 but I don't see it listed on the supplemental form.
6. Why aren't my short-term loan repayments listed?
7. I made payments to one or more of the organizations listed below. Why aren't these payments included in the detail?
8. Was this information reported to the Internal Revenue Service?
9. My cancelled checks equal more than the amount indicated for general payments. Why?
10. I attended during the spring term, but the charges for those classes are not reflected on my 1098-T. Why?
11. I attended only for the spring term of the year, but I did not receive a 1098-T. Why?
12. What is considered half-time enrollment?
13. What is census date?
14. What if I added classes after the census date?
15. I made payments on my student loans. Will you provide information on the amount of interest paid?

1. What fees are included in qualified expenses?

   The following fees are included:

   • Registration Fees
     • Campus Union Fee
     • Computer Laboratory Paper Fee
     • Instructionally Related Activities Fee (IRA)
     • Health Facilities Fee
     • Student Health Fee
     • State University Fee
     • Student Body Association Fee
     • Student Body Center Fee
   • Nonresident Tuition
   • Identification Card Fee
   • Extended Education Registration Fees
   • Miscellaneous Course Fees

2. What fees are not included in qualified expenses?

   The following fees and/or categories of expenses are not included in qualified expenses:

   • Other Fees
     • Housing and Dining
     • Parking
     • Administrative fees, late fees, fines
     • User fees such as for musical instruments and theater arts equipment use
     • Transcripts

3. I disagree with your classification of qualified and/or nonqualified fees. What should I do?

   Consult your tax preparer.

4. How can I find out the detail for the amounts shown on my 1098-T Supplemental Form?

   Visit your student Tax Credit Reporting Service Web site at www.ecsi.net/1098t.

5. I paid an application fee of $55 but I don't see it listed on the supplemental form.

   Application fees are not handled through student accounts and are therefore not included in the database used to provide this information. If you paid this fee it may be qualified. Consult your tax preparer.

6. Why aren't my short-term loan repayments listed?

   Short-tem loan proceeds used to pay University fees and charges are reflected in the amount for general payments. Short-term loan repayments are not included in the amounts reported.

7. I made payments to one or more of the organizations listed below. Why aren't these payments included in the detail?

   • Humboldt State University Foundation (HSUF)
   • Lumberjack Enterprises (LJE)
   • University Center
   • HSU Bookstore

   These organizations are separate corporations. Payments made to these entities are not reported by the University.

8. Was this information reported to the Internal Revenue Service?

   The Form 1098-T is reported to the IRS. The Supplemental Form is not; this dollar information is being provided to assist you in preparing your tax return (when determining your eligibility for the Hope and Lifetime Learning Tax credits).

9. My cancelled checks equal more than the amount indicated for general payments. Why?

   Certain payments are not included such as repayments on short term loans, and dishonored check repayments. Payments received by the University prior to January 1 and after December 31 of the tax year are also not included.

10. I attended during the spring term, but the charges for those classes are not reflected on my 1098-T. Why?

    If you participated in early registration during the fall term, your spring fees and tuition charges were included on the prior year 1098-T and you had no other qualified transactions for that term. Payments made during the same calendar year as the spring term will be reflected on the 1098-T.

11. I attended only for the spring term of the year, but I did not receive a 1098-T. Why?

    If you participated in early registration during the fall term, your spring fees and tuition charges were included on the prior year 1098-T, as well as your payments for the spring term, and you had no other qualified transactions for the year.

12. What is considered half-time enrollment?

    Enrollment in six or more units as of census date in any one term in the calendar year.

13. What is census date?

    It is the date the University establishes its enrollment for the term. This occurs approximately 30 days after the first day of instruction.

14. What if I added classes after the census date?

    Consult your tax preparer/advisor.

15. I made payments on my student loans. Will you provide information on the amount of interest paid?

    This information will be provided by your loan servicer on Form 1098-E. Complete information regarding student loan tax incentives is available at ECSI. If you received a Perkins Loan through Humboldt State University, you will receive a statement from ECSI showing the amount of interest paid during the calendar year.