1098 T Form

The 1098-T form:

The 1098-T is an IRS form entitled “Tuition Statement” that assists the student in determining if he/she qualifies for certain education related tax credits under the Taxpayer Relief Act of 1997(TRA97). The IRS requires eligible educational institutions such as Prairie View A&M University to file a 1098-T form each year for each student (excluding non-resident alien students) enrolled for whom a reportable transaction is made during the calendar year. To find out how and what information Prairie View A&M University reports on the 1098-T form, please click on “Information Reported on Form 1098-T” link above.

Form 1098-T

Mailing Date:

The Forms will be mailed by January 31st of the following year. You should receive your 1098-T form within two weeks of this date.

Mailing Address:

The 1098-T form will be mailed to the mailing address listed in PantherTracks. If your address has changed recently, please go to PV Place and enter the correct address information inside of PantherTracks.

Second Copy of the 1098-T form:

You can print copies of your 1098-T statements by following the steps below. Please read the instructions carefully:

Step 1: Go to www.tra.vangent.com

Step 2: Login in using the User ID and Password if you have established a User ID and Password in previous semesters.

Login Screen for www.tra.vangent.com

Step 3: If you have never accessed the Vangent TRA website, please click the “First Time Students” link to set-up a new account.

button for First time Students in the www.tra.vangent.com site

Step 4: By clicking this link, you will be taken to a registration page. Please complete all required information and click “Next” to be taken through the account set-up process.

www.tra.vangent.com registration page

Step 5: If there are 1098-T forms available for you to view, you will be asked to complete the registration process.

www.tra.vangent.com page that you complete if there are 1098-T froms available for you.

Step 6: Once all requested information is entered, click ‘Complete Registration”. If registration is successful, you will receive the message below.

www.tra.vangent.com  completed screen

Step 7: An email will be sent to the email address provided with a temporary password. You will then be directed to log into the site with your user ID and temporary password.

Step 8: You will then be prompted to create a new password.

www.tra.vangent.com showing password setup.

Step 9: Once you log in, you will have to establish a challenge question for account security.

www.tra.vangent.com showing password challege question setup

Step 10: Once your security question has been established, you will receive a message that your account has been created.

www.tra.vangent.com confirmation page for password and question setup

Step 10: The Student Options screen will appear with all available 1098-T information. Please scroll to the bottom of the list for the most current 1098-T. You can View/Print your 1098-T from the website.

Step 11: If you have previously accessed the site; but, you have forgotten your User ID and/or Password, please click the appropriate link to have Password/ User ID retrieved.

2 links on www.tra.vangent.com for forgot password or user name

Detailed Fee Receipt Information and Explanation of the Charges:

Prairie View A&M University posts a detailed break down of the qualified and unqualified charges on the student portal/PantherTracks of the university website (http://panthertracks.pvamu.edu/). This detailed information is supplemental and is not reported to the IRS. All financial information that is posted on the web is summarized by type and academic term. In addition to the financial information, explanation of the charges is also provided there.

You can access this information by taking the following steps:

  1. Log in to PantherTracks at http://panthertracks.pvamu.edu/
  2. Click on “Register for classes, view and pay fees and view financial aid status and tracking documents
  3. Click on “Enter Secure Area
  4. Enter User ID and Pin and click on “Login
  5. Select the term and click “Submit
  6. Verify address information and click continue. (If address information is incorrect please click on “correct my address” and update your information.)
  7. Click on “Student and Financial Aid
  8. Click on “Student Account
  9. Click on “Select tax year” Enter “2010” for the tax year and click “submit
  10. Click on “Tax Notification”. The tax notification information that was reported to the IRS should be displayed. (This information was not reported for International Students. If you are an international student and you are requesting a 1098-T form, please contact Treasury Services at 936-261-1890 for assistance)

Information reported on form 1098-T:

On the 1098-T form,Prairie View A&M University reports student’s name, SSN, address and indicates if the student was a graduate student or at least half-time during the calendar year. The university reports the amount billed for qualified tuition and related expenses and not the actual amount that the student paid to the university during the calendar year. Since Prairie View A&M University does not identify payments on student account with specific charges, it is impossible to determine which payment is made towards the qualified expenses and which is made towards the unqualified expenses. Therefore, the university has elected to report amounts billed in Box 2 instead of payment received in Box 1. Students should use their personal records and university fee receipts to determine the actual amount paid towards the charges reported on the 1098-T statement.

Some Examples of Qualified and Unqualified Charges:

Qualified Tuition and Related Expenses

Unqualified Expenses

  • Designated Tuition
  • Tuition
  • Library Access Fee
  • Information Technology Fee
  • Student Center Complex Fee
  • Student Service Fee
  • Records Processing Fee
  • Distance Learning Fee
  • Various Departmental Fees such as Biology Equipment Fee etc
  • Room and Board Fee
  • Book Vouchers
  • Athletic Fee
  • Student Health Fee
  • Parking Fee
  • Late Registration Fee etc.
  • Recreational Fee
  • University Band Fee
  • Nursing Liability Insurance

Amounts included in Box 2 , “Amounts billed for qualified tuition and related expense”:

This represents the amounts billed during the calendar year for qualified tuition and related expenses. The amount reported is the total amount billed less any reductions in charges made during the calendar year that relate to the amounts billed.

Amounts included in Box 4 , “Adjustments made for a prior year”:

This represents any reduction in charges made for qualified tuition and related expenses processed during the calendar year that relate to amounts billed that were reported for a prior year.

Amounts included in Box 5 , “Scholarship and grants”:

This represents the total of all scholarships or grants received and processed for the calendar year.

Amounts included in Box 6 ,“Adjustments to Scholarships or Grants for a Prior Year”:

This represents any reduction to the amount of scholarships or grants that were reports for the prior year.

What to do if you do not receive the 1098-T Form:

Prairie View A&M University sends a 1098-T form to every student except foreign students, from whom the university received payment for qualified tuition and related expenses. If you were enrolled at least half time in any semesters during the previous calendar year, did not receive your 1098-T, and it is not available on the TRA Services website www.tra.vangent.com , contact the University at 936-261-1890.

International Students:

1098-T forms will be produced for international students as requested. Presentation of a valid social security card or tax identification card is required for this purpose. Please contact Treasury Services at 936-261-1890 for more information.

Determining the eligibility for the educational tax credits:

Prairie View A&M University cannot determine if you qualify for a tax credit and is not allowed to give you tax advice. Please read the instructions on the 1098-T statement and obtain IRS publication 970 and Form 8863 or contact a tax professional about your personal income tax situation. The IRS website for the above form and publication is www.irs.gov/formspubs/index.html, and the IRS can be reached at 1-800-829-1040.

Why doesn’t my 1098-T match what I paid/received?

This is the most common misunderstanding each year. For 1098-T purposes, Prairie View A&M University reports qualified transactions in the calendar year when amounts were billed and not when amounts were paid, received or posted. For example, undergraduate students were billed during the Fall semester 2010 (usually around mid-December) for classes being taken during the Spring semester 2011, so those amounts are included on your 2010 1098-T even though the actual payment may have been made or applied or posted during 2011. Spring semester 2010 was billed in Fall 2009 and was included in the 2009 1098-T Form.

Amounts of qualified tuition and required fees reported on your 1098-T are defined by the IRS as “tuition and fees required for enrollment or attendance at an eligible educational institution”. The IRS does not consider student health fees, transportation fees, recreational sports fees, insurance fees, or room and board of any kind* as qualified tuition and related fees, therefore, these fees are excluded from amounts reported on the 1098-T.

Amounts of scholarships reported on your 1098-T are for determining eligibility for the Hope credit and lifetime learning credit only, NOT for determining taxability of such scholarships. Your scholarships may or may not be taxable, refer to IRS Publication 970 http://www.irs.gov/pub/irs-pdf/p970.pdf for details on determining the taxability of different types of scholarships.

Can Parent/Guardian have access to student’s 1089-T?

Yes, but only with their direct consent and permission. Prairie View A&M University is prohibited from discussing or disclosing any student information over the telephone or to anyone other than the student themselves. Only the student can grant a parent or guardian access to their online 1098-T by logging in for them at tra.vangent.com.

How can I claim the Hope/Lifetime Learning Credit when Box 2 does not match what I paid?

IRS Publication 970 has information on how to figure the Hope or Lifetime Learning Credit when the amounts reported in Box 2 does not match what was actually paid.

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