Student Tax Information
1098-T Processing and Availability on BengalWeb
Form 1098-T Processing: Idaho State University will be processing 1098-T in the month of January. The forms are available electronically in BengalWeb, on the Student Finances tab. We invite students to select the electronic option to receive Form 1098-T, enabling quicker access to the information and access to the associated transaction listing that will be available on BengalWeb. The IRS has provided the option for students to receive the 1098-T information electronically. We ask students to consent to the electronic delivery option through the survey link on the 1098-T Forms channel. Information on the consent process is available at the Electronic 1098-T Option web page.
Reporting Method: Since we report the Billed Amount in Box 1 of the form, it is necessary to identify when the qualified fees were actually paid. The IRS requires documentation of qualified tuition and fees that were paid in the year you are claiming the credit or deduction. Please use the transaction detail to help identify the amount paid during the year to use in claiming the credit or deduction.
Addresses: The 1098-T Forms are generally going to the student's mailing address, if available. Those who have not provided a valid address should contact ISU 1098-T Services to update their address. The forms are available on the BengalWeb Finances tab. Please review your address in BengalWeb and update, if necessary, by early of January. If your address on the 1098-T Form is incorrect when it becomes available, please also notify ISU 1098-T Services of your change in address, so your correct address is sent to the Internal Revenue Service.
Corrections: If the taxpayer identification number (SSN or TIN), name, address or other information provided on the 1098-T form is incorrect, please call (208) 282-3935 by early of March to correct the information. This will allow us to provide you with a corrected 1098-T, and to submit correct information to the IRS. You may also provide corrections via fax at (208) 282-4701 or stop by Student Financial Services, Room 317E on the third floor of the Administration Building (Building 10).
Non-Resident Aliens: Students who are Non-Resident Aliens (NRA) are generally not eligible for educational tax benefits. We excluded NRA students who have not provided taxpayer-identification numbers from the 1098-T process. Those who need to have their information reported to the IRS by us can verify the taxpayer identification number and request the reporting by calling (208) 282-3935.
ECSI Processing: ECSI Student Tax Information
- American Opportunity Tax Credit (AOTC)
- Lifetime Learning Credit (LLC)
- Tax Benefits for Education: Information Center
IRS Information Related to 1098-T Forms:
- W-9S Form - Used to certify corrections of your name and Social Security Number with ISU.
- IRS Form 8863 and Instructions - Used to claim American Opportunity Credit/Lifetime Learning Credit.
- IRS Publication 970 - Tax Benefits for Higher Education
- IRS Information for Students
- Phone: 282-3000 (option 6: 1098-T)
- Fax: 282-4701
- 921 S 8th Ave Stop 8219, Pocatello, ID 83209-8219