Tax Forms (1098-T and W-9S)

Form 1098-T provides financial information regarding qualified payments toward tuition and related expenses, scholarships and/or grants and is used as proof that a student attended a qualifying higher education institution. The education payments reported on the form will sometimes mean a credit or deduction is available to taxpayers.

A copy of the Form 1098-T issued to each student is also provided to the IRS. The form can be used to assist taxpayers with claiming education tax credits or deductions, but is officially just proof that a student attended a qualifying higher education institution. The IRS does not expect the numbers on Form 1098-T to match the information reported on a tax return. Taxpayers should rely on their own records of actual payments made to educational institutions during the calendar year and additional questions or concerns should be directed to their tax advisor and/or the IRS.

1. Login to: https://myballstate.bsu.edu
2. Select Tools on the left side of your screen
3. Expand Banner Tools
4. Select Self-Service Banner
5. Select the Students tab
6. Select the Tax Notification (1098-T) tile 
7. Select the appropriate Tax Year

The University is required to provide students enrolled during the calendar year with financial information regarding qualified charges for tuition and related expenses, and scholarships or grants that were paid during the tax year on the Form 1098-T.

You can download/re-print your Form 1098-T from Self Service Banner, or you can grant your parents Proxy access by doing the following:

1. Login to: https://myballstate.bsu.edu
2. Select Self-Service Banner
3. On the Personal Information tab, select Proxy Management
4. If this is a new Proxy, click the Add New button in the upper-right corner. Otherwise, select the Proxy you with to modify.
5. Check the box next to the Student: Tax Notification 1098T option.
6. Click the Submit button.

For more details, view: Accessing 1098-Ts via SSB

Tuition, fees and required course materials.

For more information see IRS Publication 970.

Students and authorized payers will need to review their payment history through eBill to calculate payments made in the calendar year toward Qualified Tuition and Related Expenses (QTRE).

To review the payments recorded between January 1 and December 31 and applied to Qualified Tuition and Related Expenses (QTRE), you will need to view the payment history on your eBill.

The amount provided in Box 1 serves as a resource to you when you complete your Form 1040. Consult your tax professional who can help you calculate the amount you will report.

Yes, you can grant your parents Proxy access by doing the following:

1. Login to: https://myballstate.bsu.edu
2. Select Self-Service Banner
3. On the Personal Information tab, select Proxy Management
4. If this is a new Proxy, click the Add New button in the upper-right corner. Otherwise, select the Proxy you with to modify.
5. Check the box next to the Student: Tax Notification 1098T option.
6. Click the Submit button.

For more details, view: Accessing 1098-Ts via SSB

Yes. You may access it online via Self Service Banner or contact Student Financial services at AskSFS@bsu.edu.

For expedited delivery, we encourage students to retrieve their Form 1098-Ts online via Self Service Banner. If the filing year is not available online, contact Student Financial services at AskSFS@bsu.edu.

Students may opt out of electronic delivery of Form 1098-T by mailing BSU 1098-T Electronic Opt-Out Form to the Office of Student Financial Services. To request a one-time paper copy of Form 1098-T, students can email AskSFS@bsu.edu or mail a request to the address below: 

Remember that Form 1098-T records payments toward allowable charges (QTRE) and scholarships and grants that apply to your account during the calendar year. Email us, include your student ID number, and explain what information you feel is incorrect. In the extremely rare case that your Form 1098-T contains incorrect information, a corrected form may be issued.

If you do not have a SSN/ITIN, you are classified as a nonresident alien (as defined by the Internal Revenue Code) and are coded as such in the Ball State student records system, you will not be sent a Form 1098-T. Please contact the IRS or your personal tax preparer for assistance.

We send the Form 1098-T to degree-seeking students who made payments during the calendar year. Current students may obtain a Form 1098-T online via Self Service Banner by doing the following:

1. Login to: https://myballstate.bsu.edu
2. Select Self-Service Banner
3. Select the Students tab
4. Select the Tax Notification (1098-T) tile 

For more details, view: Accessing 1098-Ts via SSB

We send the IRS Form 1098-T to every enrolled, degree-seeking students with qualified payments during the calendar year. Ball State’s position is that high school students do not meet its definition of enrolled. A Form 1098-T will not be issued for a student solely with high school status.

Form 1098-Ts will be made available to all eligible students by January 31 via Self Service Banner.

Yes. The tuition and fees portion is deemed as qualified tuition for the purposes of determining education tax credits. However, the program costs are not.