Overview of 1098-T Tax Form & Information

General Information

Per Internal Revenue Service (IRS) regulations, Moravian University must send the 1098-T tax form to all eligible students, every year. The University is prohibited from offering any tax advice. All questions regarding Education Tax Credits must be addressed to a tax professional or the IRS at www.irs.gov.

Due to a change to institutional reporting requirements under federal law, beginning with tax year 2018, payments will be reported in box 1 up to the amount of ‘qualified tuition and related expenses’ (QTRE) during the calendar year.  QTRE generally includes ONLY tuition fees, mandatory fees, and course fees.  Housing, meal plan, insurance premiums, health center charges, and parking tickets are NOT considered QTRE.  There will be no amounts reported in box 2.

  • Only payments made towards QTRE will be reported in box 1 of the 1098-T form: this includes payments received from any source (less refunds) during the tax year such as personal payments, loans, scholarships, grants, sponsorships, and veterans affairs payments.
  • Box 5 shows the total of all scholarships, grants, sponsorships, and veterans affairs payments administered and processed by the eligible educational institution. The total amount for the calendar year may reduce the amount of the education credit you claim for the year
  • For further information, please visit the IRS question and answers page at https://www.irs.gov/irb/2006-36_IRB#NOT-2006-72

Information will be reported in boxes 1 through 10 of the 1098-T only if they pertained to the student during the 2024 calendar year. Any questions regarding amounts posted in boxes 1 through 10 on the 1098-T, or request for copies of billing statements can be addressed by Moravian’s Student Accounts Department.

International Students

Moravian University is NOT required by the IRS to report a 1098-T for non-resident aliens, unless specifically requested by the student.

1098-T Tax Form Information

Give consent to view 1098-T Online

  • Students must give their consent to receive 1098-Ts electronically.  Please follow the steps below to consent and sign up to electronically receive your tax form.
    • Login to AMOS
    • Select College Students from the menu towards the top of the screen
    • Then select Student Billing from the left menu
    • From the Financial Document Center, under Tax Documents, click the Consent to electronic statements button
    • Read the terms and conditions
    • After reading, select the I consent to receive electronic 1098-Ts checkbox.
    • Click Submit

Online Access to the 1098-T Tax Form

  • Login to AMOS
  • Select College Students from the menu towards the top of the screen
  • Then select Student Billing from the left menu
  • From the Financial Document Center, under Tax Documents, click View PDF for 2024 Tax Year

Paper 1098-T Statements

  • Students who do not provide electronic consent will have their 1098-T automatically mailed to their home address no later than January 31, 2025.

Social Security or Taxpayer Identification Number (SSN or TIN)

  • To comply with IRS regulations, Moravian University is required to collect your correct tax identifying number to file your 1098-T form with the IRS.
  • Students or payees who fail to provide Moravian University an accurate SSN/TIN may receive a $50 penalty under IRC 6723 (Internal Revenue Code).
  • The Office of Student Accounts will notify all students in writing if there is not a valid SSN/TIN on file.  Students are encouraged to provide their SSN securely via AMOS.  Students should never email their SSN.

FAQs For Students and Parent Tax Payers

When will 1098-T paper statements be mailed?

  • Paper statements are mailed to any student who has not given their consent for electronic delivery.  They are mailed to the student’s permanent home address on file with the University no later than the federal deadline which is January 31st of each year.

How will I know when my 2024 1098-T tax document is available?

  • All students will receive an email to their official Moravian.edu email account when their 1098-T is available to view.  It is the responsibility of the student to share and provide their 1098-T to a parent tax payer.  

I am a parent payer for a student, and my student is a dependent on my tax return.  How can I receive my student’s 1098-T for tax filing purposes?  

  • If the student did not provide consent for electronic delivery, the form will automatically be mailed home to the student’s permanent home address on file.
  • If the mailed document was lost or not received, the student can provide their consent for electronic delivery via the Financial Document Center to access a PDF version of their 1098-T.
  • It is the responsibility of the student to share and provide their 1098-T to a parent tax payer.  Student Accounts will not directly provide a 1098-T to a parent.  Students can download their 1098-T electronically and email to their parent, or print the downloaded version.

In the Financial Document Center in AMOS, why do some of my 1098-Ts have PDF after them and others have Data?

  • Only the 1098-T processed after you opted into electronic statements will be posted as PDF’s in your Financial Document Center.  Any 1098-T processed before you opted into electronic forms will appear as data in the Financial Document Center.

I don’t want to receive my tax forms online.  How can I change my consent back from electronic to printed forms?

  • Students must email studentaccounts@moravian.edu from their official Moravian.edu email account to request this change.  Requests to go back to a printed version from a parent or from any other email account that is not the student’s official Moravian.edu email will be declined.