Form 1098-T and Income Tax Credit
If you are enrolled in an eligible degree or certificate program, you may qualify for an American Opportunity or Lifetime Learning Tax Credit. Tax credits are based on the amount of qualified tuition and related expenses, less grants and other tax-free educational assistance, and the taxpayer's adjusted gross income.
For complete information on the American Opportunity Credit and Lifetime Learning Credit please refer to
Free Tax Return Preparation for Qualifying Taxpayers
The Volunteer Income Tax Assistance (VITA) program offers free tax help to people who qualify. For further details please click here.
IRS Form 1098-T (Tuition Statement)
The University conducts business electronically in order to ensure ease of access and to reduce our carbon footprint. Therefore, University activities such as registration, student account billing, financial aid award letters, payroll direct deposit, student refund ACH, transcripts, grade retrieval, e-mail, and 1098-T forms are all processed and made available electronically. As part of the online registration process, students opt to allow Pacific to provide the IRS Form 1098-T (Tuition Statement) electronically by January 31st each year, as required by the IRS. The Form 1098-T reflects qualified tuition and fee charges posted to the student account for the prior calendar year. Amounts reported on the Form 1098-T are based on the date the transactions were posted to the student account.
Form 1098-T information for prior years is available to students through InsidePacific. To access forms, choose Academic tab > Academic Services > Student Services > Student Records > Tax Notification.
If you desire a paper copy of your Form 1098-T, you may request a copy by sending an email to firstname.lastname@example.org from your u.pacific.edu email address. Please ensure to include your name and student identification number in your email request. The paper 1098-T forms will only be mailed to the address currently on file at the time of the request.
For complete information review the IRS' Frequently Asked Questions (FAQ)
Pacific's sole responsibility regarding the American Opportunity Credit and Lifetime Learning Credit is to furnish 1098-T forms to students who incurred qualified tuition and related expenses in the reporting year. It is not responsible for, and is prohibited, from giving tax advice. Taxpayers should contact their tax advisor or the Internal Revenue Service for guidance.