Education Tax Credits (Taxpayer Relief Act of 1997)
Form 1098-T and your SOU account
The information reported on Form 1098-T refers to all activity that posted onto your SOU account in the calendar year indicated on the form. Note: calendar year activity will include all charges and payments for the winter, spring, summer and fall terms plus any amount billed at the end of the calendar year (i.e. in December) for the following winter term.
SOU reports the "Amounts billed for qualified tuition and related expenses" in Box 2. We are required to report information for "Adjustments made for a prior year" in Box 3 and "Adjustments to scholarships or grants for a prior year" in Box 5. If your Form 1098-T displays figures in Boxes 3 and/or 5, be sure to read the information about these boxes on the back of the Form 1098-T.
Southern Oregon University mails this form to all students no later than January 31st of the following calendar year.
You can view a representation of this form and get additional detail about your SOU account online starting on January 1 after the end of the tax year:
- Log on to MySOU
- Click on the Student SISWeb tab
- Click on Banner Self Service
- Click Student & Financial Aid, Student Account, and Tax Notification
- Enter the tax year
- Click the Submit button
If you have questions about the information provided on the Form 1098-T contact the Education Tax Credits Information Officer.
- Southern Oregon University
Enrollment Services Center, Britt 230
Social Security Number
SOU is required to provide the IRS the name and social security number of all enrolled students who take a class for credit. If the social security number is incorrect, you will need to complete IRS Form W-9S and submit the form to Southern Oregon University, Enrollment Services Office, Britt 230, 1250 Siskiyou Blvd., Ashland, OR 97520.
SOU cannot provide tax advice!
Be sure to read "Instructions for Student" on your hard-copy of Form 1098-T.
If you have tax-related questions:
- contact your tax preparer
- call the IRS (800-829-1040)
- and/or consult IRS Publication 970, "Tax Benefits for Education."
If you decide to claim education tax credits, you will need IRS Form 8863.
If your social security number is incorrect on Form 1098-T, you need IRS Form W-9S.
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