Student Tax Document - 1098T
Depending on your income (or your family’s income, if you are a dependent), whether you were considered full or half-time enrolled, and the amount of your qualified educational expenses for the year, you may be eligible for a federal education tax credit. (You can find detailed information about claiming education tax credits in IRS Publication 970, page 9.)
The dollar amounts reported on your Form 1098-T may assist you in completing IRS Form 8863 – the form used for calculating the education tax credits that a taxpayer may claim as part of your tax return.
Marquette University is unable to provide you with individual tax advice. If you have questions, contact an informed tax preparer or adviser.
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When will I receive my 1098-T?
1098-T’s are available to view and print online by mid-January. Students can visit CheckMarq > Student Account > View 1098T. If they have not previously done so, they will be prompted to grant consent to view it.
Once consent is granted, the student can view and print their 1098-T. Granting consent is only necessary one time; future 1098-T's will automatically be available to view and print online unless the student revokes consent.
Any eligible student who does not grant consent to view online will have a 1098-T form mailed by January 31st to their home address.
What are qualified and non-qualified expenses?
As determined by the federal government, qualified expenses are defined as amounts paid for tuition, fees and other related expense for an eligible student that are required for enrollment or attendance at an eligible educational institution.
Nonqualified expenses are defined as required course materials and educational supplies, living expenses including housing and food, parking, athletics, insurance, equipment, transportation, or other similar personal living expenses. As a result, the amount of qualified expenses will likely be less than the total amount of money paid.
Where can a get a list of payments made to Marquette?
You may print out a statement of your account activity in CheckMarq. From CheckMarq Student Home, select the Student Account tile, then click or tap View 1098-T.
Since I received a 1098-T form, am I qualified for one of the eligible tax credits?
The taxpayer is responsible for determining eligibility.
How can I find out if am eligible for a tax benefit?
Check the IRS website, contact the IRS, or contact a tax advisor.
I am an Alumni, how can I access my 1098-T?
If you graduated recently you should still have access to CheckMarq. If you need additional help resetting your password please contact the IT Services TechSquad.
If you have been gone from the University for longer than a year please complete the Bursar Information Request Form found on the Marquette Central website under Forms - Bursar
Additional Resources
If you have questions about how to compute your educational tax credits, you should consult your tax professional or refer to the IRS. Marquette University cannot provide tax advice. The following links may be helpful for finding further information on 1098-T forms and tax credits:
