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Most Irvine Valley College and Saddleback College students
who paid enrollment fees for classes receive a 1098-T
statement in late January each year. This information
may be used for income tax credits, including the American Opportunity
and Lifetime Learning credits. Statements are available
online in mid to late January (see instructions below).
If you did not receive your 1098-T Statement:
The college probably doesn't have your Individual Taxpayer Identification Number (ITIN).
Per IRS regulations, students must provide an ITIN to receive a 1098-T Statement. This is usually your Social Security Number, but may be different for others such as international students.
Check your MySite 1098-T Information page. It will display the reason you did not receive a 1098-T Statement. This page is in MySite, under My Information on the left Navigation panel.
If your ITIN is required, click below for instructions on how to provide it:
Request for ITIN or correction to SSN
When your ITIN has been received by the college, contact the 1098-T Help Desk (see below) to request your 1098-T Statement.
Access your 1098-T Statements Online!
of this service
access to statements - online access will be available in mid January of each year
to statements from prior years - back to 2005
- Access 1098-T statements from other colleges attended (if those
colleges reported tax information to Vangent
how to access your statement…
New students who have not created a Vangent account - follow steps 1-5:
1: Create an account with Vangent TRA Services:
and select First Time Students
Enter the last
5 digits of your Social Security Number and First
and Last Name
2: Look for an E-mail from TRA Customer Service containing
a temporary password.
3: Click on the link in the e-mail to access the login and
account set up screens.
Students with an existing Vangent login - follow steps 4 and 5:
4: Log into Vangent TRA Services at https://tra.vangent.com
5: Select View/Print 1098-T to access your statement.
The Vangent site has a link for Student Help if you have trouble logging in or need additional assistance.
The Vangent TRA Services Help Desk - 800-223-0043 - is available from 8:00 AM to 8:00 PM
(Eastern Time) Monday through Friday. That's 5 AM to 5 PM PST (California time).
If you do not receive
a 1098-T statement and believe you should, send an E-mail or call your college Help Desk for assistance. Include
your name, Social Security Number or Student ID Number in the message.
Contact your college 1098-T Help Desk for further assistance:
- Frequently Asked Questions:
What is TRA97?
The Taxpayer Relief Act of 1997 (TRA97) allows certain taxpayers
who pay qualified tuition and related expenses to an eligible
educational institution to claim an American Opportunity Credit or Lifetime
Learning Credit. These tax credits can help offset the costs of higher education by reducing the amount of income tax owed.
Accordingly, eligible educational institutions that receive qualified
tuition & related expenses must file Form 1098-T for each
Please refer to your
1098-T statement for instructions and additional information. If
you have questions about your eligibility for the education tax
credits, please contact the Internal Revenue Service at 1-800-829-1040
or consult your tax advisor.
What are the
American Opportunity and lifetime learning credits?
The American Opportunity Credit modified
the Hope Credit by making it available to a broader range of taxpayers.
Eligible taxpayers may qualify for a maximum annual credit of
$2,500 per student.
learning credit can help pay for undergraduate,
graduate and professional degree courses, including courses to
improve job skills - regardless of the number of years in the
program. Eligible taxpayers may qualify for up to $2,000
per tax return." See IRS Publication 970 for more information.
What is 1098-T?
The 1098-T, Tuition Payments Statement, must be filed by eligible
educational institutions that received qualified tuition and related
expenses or made reimbursements or refunds of such tuition and
expenses in the prior year. The 1098-T statement must be
filed for each student who paid tuition or received a reimbursement
or refund. It includes enrollment fees paid by the student
to either Irvine Valley College or Saddleback College.
The 1098-T statement
is sent to students who:
- Enrolled in at least one credit course and incurred fees between January 1 and December
31. The statement includes all fees
incurred, billed or refunds received/due in the calendar year
regardless of the semester enrolled.
- 2014 statements will include Spring 2014 (if fees were paid
in 2014), Summer 2014 and Fall 2014.
- Students who register for at least one credit course
in Spring 2015 and pay or incur fees in 2014.
Students with fee waivers
or financial aid equaling more than the fees paid may not receive a 1098-T
This 1098-T statement should be retained with your important tax
What is Form
Form 8863 is the IRS form to file with the taxpayer's 1040 in
order to apply for the American Opportunity Credit or Lifetime Learning Credit.
What are the
A school must make a good faith effort to fully comply with TRA97.
- Collect appropriate student data
- Provide 1098-T Statement and Instructions to eligible students by the
January 31st deadline, and
- File student data with the IRS by the March 31st electronic deadline.
- Provide reprints and corrections as requested.
What do the financial
Financial data includes enrollment fees, material
fees, scholarships, grants and any other fees associated with your classes. The data
on your 1098T statement does not include your student health fee
has your detailed student information by semester. To access
MySite, login from your college web page; click on My
Information then select the 1098-T Information link.
Taxpayers should refer
to their receipts and individual records for specific transaction
- ( Adobe Acrobat Reader is required to download, read, and print
1098-T help desk: