1098-T Tax Information

Oakland Community College provides 1098-T tax statements to the Internal Revenue Service (IRS) on behalf of its students. Oakland Community College is unable to provide you with individual tax advice, but should you have questions, you should seek the counsel of an informed tax preparer or advisor. 

For more information about Form 1098-T, visit IRS Education Credits.

If you have questions regarding accessing your 1098-T statement that are not addressed below, contact AR@oaklandcc.edu or call the OCC 1098-T Hotline at (248) 341-2262.

When will the 1098-T forms be available? 

Federal regulations mandate 1098-T forms be available by January 31st to all eligible students. 

How do I retrieve my 1098-T form?

  1. Login to MyOCC.
  2. Go to the Finance card
  3. Click on “1098-T Tax Form”
  4. Click on “1098 Information” tab (to the right of W-2 Information)
  5. Select “Receive my 1098 only in Electronic Format”
  6. Click on relevant tax year to access and/or print pdf file.

Will I receive a 1098-T form?

In order to receive a 1098-T form for tax purposes, students must

    1. Be enrolled in at least 6 credit hours per term during the calendar year January 1-December 31.
    2. Made a payment for Qualified Tuition and Related Expenses (QTRE) that is not fully waived through scholarships, during the calendar year January 1-December 31. 
    3. Be a resident of the United States. According to IRS guidelines, a 1098-T form will not be provided to non-resident aliens or International students.

What is a 1098-T form?

The IRS form 1098-T reports information on what you paid for Qualified Tuition and Related Expenses (QTRE) at the College during the calendar year January 1-December 31. This includes tuition, student support fees and program fees but does not include books or Follett Inclusive Access. Claiming educational tax benefits on your federal tax submission is a voluntary decision for those who may qualify.

What is included in each Box?

Box 1: Payments received for Qualified Tuition and Related Expenses (QTRE) less any reimbursements or refunds made that relate to those payments. This includes tuition, student support fees and program fees but does not include books or Follett Inclusive Access.

Box 4: Adjustments made for a prior year for Qualified Tuition and Related Expenses that were reported on a prior year 1098-T form. This may reduce any allowable education credit that you claimed for the prior year.

Box 5: The total of all financial aid, scholarships, grants and third-party sponsorships (excluding any student loans) that were administered and processed.

Box 6: Adjustments made to a prior year's financial aid, scholarships, grants and third-party sponsorships. 

Box 7: Box is checked if the amount in Box 1 includes payments for an academic period beginning January - March of the following tax year.

Box 8: Box is checked if you were enrolled in at least 6 credit hours per term (a part time student) during the calendar year.

Box “Student’s TIN”: The Taxpayer Identification Number (TIN) which is generally the student’s Social Security Number (SSN).

What if the amounts on the 1098-T form differ from my records?

The amount showing in Box 1 reflects what you paid during the calendar year January 1 – December 31.

      1. if you paid for Winter 2024 in Fall 2023, it will not be included on the 1098-T form for 2024. These payments would have been included on your 2023 1098-T form.
      2. if you paid for Winter 2025 in Fall 2024, it will be included on the 1098-T form for 2024. 

If you need detailed information regarding the 1098-T box totals, it is recommended that you print your detailed Term Statement as a supplement to your 1098-T form. 

To print Term Statements:

    1. Login to MyOCC.
    2. Go to the Student Finance card
    3. Click on “Student billing information”
    4. Click on “Account Activity”
    5. Select the appropriate term from the dropdown menu
    6. Click on “View statement” on the far right of the screen
    7. Repeat the last two steps for multiple terms in the same calendar year

 

What if my Social Security Number (SSN) or my Taxpayer Identification Number (TIN) is missing on the 1098-T form?

Students agree to provide a Social Security Number (SSN) or Taxpayer Identification Number (TIN) to Oakland Community College as required by the Internal Revenue Service (IRS). The Student Forms - Request for Student's Taxpayer Identification Number must be filled out and returned to Enrollment Services or ces@oaklandcc.edu prior to January 9.

What if I would like my 1098-T form mailed to me?

If you wish to have the 1098-T form mailed to you, these steps need to be taken prior to January 9.

    1. Login to MyOCC.
    2. Go the Student Finance card
    3. Click on “1098-T tax information”
    4. Click on “1098 Information” tab
    5. Click on “Change Preferences”
    6. Select “Withhold my consent”