All educational institutions are required to report payments received for qualified tuition and related expenses (QTRE) in Box 1 of the Form 1098-T for students enrolled during the calendar year. Scholarships or Grants awarded during the calendar year will be shown in Box 5.

Form 1098-T will be made available electronically to eligible students by the deadline prescribed by the Internal Revenue Service.

Note: When accessing your Form 1098-T online, a Mac or PC is recommended. Some cell phones do not render the page correctly.

You may view a copy by doing the following: 

  1. Access your Form 1098-Tdirectly in Self-Service Banner - Tax Notification (1098-T)
  2. Select the appropriate Tax Year

Or follow these steps from MyBallState:

  1. Login to: https://myballstate.bsu.edu
  2. Select Tools on the left side of your screen
  3. Expand Banner Tools
  4. Select Self-Service Banner
  5. Select the Students tab
  6. Select the Tax Notification (1098-T) tile 
  7. Select the appropriate Tax Year

For more details, view: Accessing 1098-Ts via SSB.

Downloadable forms:

Frequently Asked Questions

Form 1098-T

Form 1098-T provides financial information regarding qualified payments toward tuition and related expenses, scholarships and/or grants and is used as proof that a student attended a qualifying higher education institution. The education payments reported on the form will sometimes mean a credit or deduction is available to taxpayers.

A copy of the Form 1098-T issued to each student is also provided to the IRS. The form can be used to assist taxpayers with claiming education tax credits or deductions, but is officially just proof that a student attended a qualifying higher education institution. The IRS does not expect the numbers on Form 1098-T to match the information reported on a tax return. Taxpayers should rely on their own records of actual payments made to educational institutions during the calendar year and additional questions or concerns should be directed to their tax advisor and/or the IRS.

You may view a copy by doing the following:
  1. Login to: https://myballstate.bsu.edu
  2. Select Tools on the left side of your screen
  3. Expand Banner Tools
  4. Select Self-Service Banner
  5. Select the Students tab
  6. Select the Tax Notification (1098-T) tile 
  7. Select the appropriate Tax Year
 For more details, view: Accessing 1098-Ts via SSB

The University is required to provide students enrolled during the calendar year with financial information regarding qualified charges for tuition and related expenses, and scholarships or grants that were paid during the tax year on the Form 1098-T.

You can download/re-print your Form 1098-T from Self Service Banner, or you can grant your parents Proxy access by doing the following:

  1. Login to: https://myballstate.bsu.edu
  2. Select Self-Service Banner
  3. On the Personal Information tab, select Proxy Management
  4. If this is a new Proxy, click the Add New button in the upper-right corner. Otherwise, select the Proxy you with to modify.
  5. Check the box next to the Student: Tax Notification 1098T option.
  6. Click the Submit button.

For more details, view: Accessing 1098-Ts via SSB

Tuition, fees and required course materials.

For more information see IRS Publication 970.

Students and authorized payers will need to review their payment history through eBill to calculate payments made in the calendar year toward Qualified Tuition and Related Expenses (QTRE).

To review the payments recorded between January 1 and December 31 and applied to Qualified Tuition and Related Expenses (QTRE), you will need to view the payment history on your eBill.

The amount provided in Box 1 serves as a resource to you when you complete your Form 1040. Consult your tax professional who can help you calculate the amount you will report.

There are potentially many reasons for this discrepancy. First, the amount in Box 1 only represents amounts paid for qualified tuition and related expenses (QTRE) and does not include payments made for room and board, insurance, health service fees, or parking which, though important, are not considered mandatory education expenses for tax purposes.

Secondly, Form 1098-T reports amounts that the student paid in a certain year, and the pay date does not necessarily correspond to the dates that the classes were attended. For example, tuition for the Spring semester is typically billed in December so a student may have paid tuition for the Spring semester in a prior year despite the fact that classes didn’t start until the current year. The best and most accurate source of information about the amounts that you paid for qualified tuition and related expenses will be your eBills.

Yes, you can grant your parents Proxy access by doing the following:

  1. Login to: https://myballstate.bsu.edu
  2. Select Self-Service Banner
  3. On the Personal Information tab, select Proxy Management
  4. If this is a new Proxy, click the Add New button in the upper-right corner. Otherwise, select the Proxy you with to modify.
  5. Check the box next to the Student: Tax Notification 1098T option.
  6. Click the Submit button.

For more details, view: Accessing 1098-Ts via SSB

Yes. You may access it online via Self Service Banner or contact Student Financial services at AskSFS@bsu.edu.

For expedited delivery, we encourage students to retrieve their Form 1098-Ts online via Self Service Banner. If the filing year is not available online, contact Student Financial services at AskSFS@bsu.edu.

Students may opt out of electronic delivery of Form 1098-T by mailing BSU 1098-T Electronic Opt-Out Form to the Office of Student Financial Services. To request a one-time paper copy of Form 1098-T, students can email AskSFS@bsu.edu or mail a request to the address below: 

Office of Student Financial Services
2000 W. University Ave
Muncie, IN 47306-0725
Phone: 765-285-7377
Not necessarily. Consult your tax preparer to determine your eligibility.

Remember that Form 1098-T records payments toward allowable charges (QTRE) and scholarships and grants that apply to your account during the calendar year. Email us, include your student ID number, and explain what information you feel is incorrect. In the extremely rare case that your Form 1098-T contains incorrect information, a corrected form may be issued.

After March 31, we’re beyond the request period for a new Form 1098-T to be created and processed. Due to penalties imposed by the IRS, we cannot process requests for Forms 1098-T after March 31.   However; we can provide you with a detailed list of your charges and payment throughout the tax year to assist in conversations with your tax preparer.

If you do not have a SSN/ITIN, you are classified as a nonresident alien (as defined by the Internal Revenue Code) and are coded as such in the Ball State student records system, you will not be sent a Form 1098-T. Please contact the IRS or your personal tax preparer for assistance.

We send the Form 1098-T to degree-seeking students who made payments during the calendar year. Current students may obtain a Form 1098-T online via Self Service Banner by doing the following:

  1. Login to: https://myballstate.bsu.edu
  2. Select Self-Service Banner
  3. Select the Students tab
  4. Select the Tax Notification (1098-T) tile 

For more details, view: Accessing 1098-Ts via SSB

We send the IRS Form 1098-T to every enrolled, degree-seeking students with qualified payments during the calendar year. Ball State’s position is that high school students do not meet its definition of enrolled. A Form 1098-T will not be issued for a student solely with high school status.

Form 1098-Ts will be made available to all eligible students by January 31 via Self Service Banner.

Yes. The tuition and fees portion is deemed as qualified tuition for the purposes of determining education tax credits. However, the program costs are not.

Typically, charges are posted to your student account in December for the Spring semester and in August for the Fall semester.  Box 1 of Form 1098-T reflects payments made during the calendar year for qualified tuition and related expenses and it is not based on when the classes were attended or billed to the student account. Your eBills will show the dates payments were posted to your account and are a valuable resource for determining the semesters that are included in your Form 1098-T.

It depends. Some May graduates will not be issued a Form 1098-T because there is a possibility that payments for QTRE for Spring were made on or before December 31 of the prior year. The Spring semester tuition charges were generally billed and posted in December of the prior year. If a student paid for the Spring semester and any other outstanding QTRE charges in the prior year, the student would not receive a Form 1098-T in the year of graduation. If a student made payments toward QTRE or were credited with financial aid during the current year, a form would be issued to the student.

There are timing differences between when fees are assessed and when scholarships and/or aid are applied.

The 2024 Form 1098-T is limited to reporting the amounts received as payment for qualified tuition and fees assessed in the calendar year of 2024 in Box 1. Your fees were assessed in 2023.

Importantly, the Form 1098-T is not expected to be an exact match on the tax return like a wage statement (Form W-2) would be so you may have other education expenses that Ball State does not have on record (books, etc.) for the 2024 calendar year. Again, the 2024 Form 1098-T, is limited to reporting the amounts received as payment for qualified tuition and fees assessed in the calendar year of 2024.

The IRS is very familiar with the timing issues related to when fees are assessed and when scholarships and/or payments are posted to student accounts. These timing differences mean that your personal records about what education expenses you paid for (such as Spring 2024 charges posted in November/December 2023) will be very important when reporting amounts on your personal income tax return.

Form 1098-T reports payments received from the student for qualified tuition and related expenses (Box 1) during the preceding calendar year.  When determining your eligibility for education related tax credits and deductions, you will need to report the amount you paid for qualified education and related expenses.  Therefore, your eBills will be the best and most accurate source of information for amounts paid for qualified education and related expenses. This is true regardless of whether you receive a Form 1098-T or not.

If the filing year is not available in Self Service Banner, contact Student Financial services at AskSFS@bsu.edu.

The SSN and ITIN is information provided in the Form 1098-T file to the IRS. Failure to provide BSU with your SSN or ITIN could result in a $50 penalty to you from the IRS. The IRS Form W-9S is a request for the student's SSN or ITIN.

The IRS Form W-9S is a request for the student's SSN or ITIN. The SSN and ITIN is information provided in the Form 1098-T file to the IRS. If you are a U.S. resident for tax purposes, you may be eligible to claim a tax credit on your federal tax return if you paid qualified educational expenses to Ball State University. Form 1098-T must list the name, address, and taxpayer identification number (TIN) of each person enrolled by the institution.

Download The Request Form (PDF)

Complete the form and return to the Office of the Registrar by one of the following methods:

Mail the completed form to:

Office of the Registrar
2000 W. University Ave.
Muncie, IN 47306-0725

Deliver the completed form to:

Office of the Registrar
Lucina Hall, Room B-43

The Internal Revenue Code section 6723 penalty of $50 may apply to any individual who is required but fails to furnish his or her TIN to an institution upon request.

Please contact the Office of Registrar if you have any questions, and please be advised that the information you provide will be used to update our student database

If enrolled during the tax year and Ball State University does not have a U.S. TIN (Social Security number or individual tax identification number, whichever is applicable) for you:

Please complete Part I of the Form W-9S, Request for Student's Taxpayer Identification Number, with your:

  • name
  • address
  • TIN (even if you believe you have supplied this information in the past)
  • Ball State ID number

Then, sign and date Part II.

Write "Applied For" in the taxpayer identification number (TIN) field if you do not have a U.S. TIN and have either:

  • applied for one
  • intend to apply for one soon

A foreign national/nonresident alien student who has never applied for a U.S. TIN may check the appropriate box in Part III.