1098-T Supplemental Information Form

Arizona State University is providing information supplemental to the information reported on the IRS Form 1098-T to assist you and your tax preparer in completing your tax return. This information has not been reported to the IRS.

Amounts Paid for Qualified Tuition and Related Expenses (Form 1098-T, Box 1)

A detailed description of all payments reported in Box 1, payments for qualified tuition and related expenses, is provided in the Explanation of IRS Form 1098-T Tuition Statement. Additional detailed information regarding the specifc charges these payments were applied to is also available by logging in to My ASU, selecting the "Finances" tab at the top of the page and selecting the "IRS 1098 T" option.

Types of Payments Included:

Direct payments by cash, check, or credit card
Financial aid credited to tuition and related expenses, including loans
Payments from outside sponsors
Credits posted to your student account by ASU departments
Charge reversals from ASU departments

Payments received for qualified tuition and related expenses do not include amounts that are waived due to the student's status as a benefits eligible ASU faculty or staff member or the spouse or dependent of an ASU faculty or staff member or tuition charges waived due to the student's status as an eligible research or teaching assistant/associate.

Prior Year Adjustments - Tuition and Qualified Fees Billed (Form 1098-T, Box 4)

A detailed description of the amount reported in Box 4, adjustments made for a prior year, is provided in the Explanation of IRS Form 1098-T Tuition Statement. Additional detailed information regarding prior year adjustments reported in box 4 is available by logging in to My ASU selecting the "Finances" tab at the top of the page and selecting the "IRS 1098 T" option. This supplemental information reflects all reductions in prior year billed tuition and qualified fees by semester. This detailed information is supplemental and is not reported to the IRS.

Scholarships and Grants (Form 1098-T, Box 5)
A detailed description of the amount reported in Box 5, Scholarships and Grants, is provided in the Explanation of IRS Form 1098-T Tuition Statement. Additional detailed information regarding scholarships and grants reported in box 5 is available by logging in to My ASU, selecting the "Finances" tab at the top of the page and selecting the "IRS 1098 T" option.. This supplemental information reflects all scholarships and grants by semester and type of aid. This detailed information is supplemental and is not reported to the IRS.

Prior Year Adjustments - Scholarships and Grants (Form 1098-T, Box 6)
A detailed description of the amount reported in Box 6, adjustments to scholarships or grants reported for a prior year, is provided in the Explanation of IRS Form 1098-T Tuition Statement. Additional detailed information regarding amounts reported in box 6 is available by logging in to My ASU, selecting the "Finances" tab at the top of the page and selecting the "IRS 1098 T" option. This detailed information is supplemental and is not reported to the IRS.

Use Your Own Records
You should not rely solely on the supplemental information provided by ASU. If you are taking the tuition and fee deduction or claiming one of the education credits, you should also use your own records to determine tuition paid, refunds of qualified expenses, and tax-free educational assistance. This is particularly true if an employer or other non-ASU entity has reimbursed you for tuition paid or paid your tuition directly on your behalf. The information on the supplemental report does not reflect any refunds or reimbursements paid to you or on your behalf by third parties, but these amounts must be considered in determining eligibility for the tax credits. If you have further questions regarding your qualification for the Education Tax Credits, please obtain available information from the IRS and/or consult with a tax advisor.

You may also call 480.965.9834 to correct information shown on the 1098-T or supplemental report.