Educational Tax Credit (1098-T)

Iowa State University must file Form 1098-T, Tuition Statement for each student it enrolls and for whom a reportable transaction is made.

There are 4 exceptions:

  • Courses for which no academic credit is offered, even if the student is otherwise enrolled in a degree program
  • Nonresident alien students, unless requested by the student
  • Students whose qualified tuition and related expenses are entirely waived or paid entirely with scholarships
  • Students for whom Accounts Receivable does not maintain a separate financial account and whose qualified tuition and related expense are covered by a formal billing arrangement between an institution and the student's employer or a governmental entity such as the Department of Veterans Affairs or the Department of Defense

In Workday only the student has access to the 1098-T form. There is currently no option to allow Friends and Family access to tax information.

Frequently Asked Questions

Where can I get my 1098-T form?

The 2024 1098-T form can be found in Workday.  Log into Workday and use the global navigation menu at the top left to view the Financials Hub app.  Financials Hub has a menu item titled Statements and Documents, expand this drop down menu and click View My 1098-T. You can also opt to print or save this pdf document from the Suggested Link menu option Print My 1098-T.  

Students that haven't been enrolled since Spring or Summer 2024 and Fall 2024 students that selected paper for 1098-T delivery in Workday will be mailed a paper copy of the 2024 1098-T on January 31st. Please allow 7-10 days mailing time.  

When will my 1098-T form be available?

2024 1098-T documents will be available in Workday beginning January 27, 2025. 

I have questions about the information on my 1098-T, who do I contact?

For basic questions about the figures reported on the 1098-T you may contact the Accounts Receivable Office at 515-294-7388 or ubill@iastate.edu. However if you questions about tax filing or how to use the 1098-T form, we will refer you to consult with your tax preparer or IRS Publication 970.

I need my 1098-T from a previous year, where can I access it?

1098-T forms from 2023 and earlier are only available in AccessPlus.