Federal Tax Credit Information

Hope Scholarship/Lifetime Learning Credit

A college or university that received qualified tuition and related expenses on your behalf is required to file Form 1098-T with the Internal Revenue Service (IRS). The Tax Relief Act of 1997 states that educational institutions, such as CSU, Chico, are required to file and furnish a Form 1098-T to students for whom payments for qualified billed tuition and related expenses were received in calendar year. The information being reported to the IRS verifies your enrollment with regard to certain eligibility criteria for the Hope Tax Credit, the Lifetime Learning Tax Credit, and the Higher Education Tuition and Fees Deduction. However, the enrollment information by itself does not establish eligibility for either credit or deduction.

California State University, Chico mails the tax information forms (1098-T) to your billing address. If you have not received one, another copy of the form can be obtained from your student portal account. To access this data, log on to your portal account, go to the Records, Registration, and Finance tab, then choose the link for 1098-T Tax Data.

Students at California State University, Chico have the option to GO GREEN and consent to receive their 1098-T tax form electronically. If you would like to receive your 1098-T form electronically, please give your consent by logging into your student center, and selecting Finances > My Account >1098T Print Option.

Benefits to receiving the Form 1098-T electronically vs. through regular postal mail:

• Online delivery provides 24/7 access to the 1098-T form.
• Online delivery eliminates the chance that the 1098-T will get lost, misdirected or delayed during delivery, or misplaced once the student receives it.
• Students can receive their 1098-T Form even while traveling or on assignment away from their home address.
• Students can change their minds and withdraw from online delivery at any time.

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If you did not receive a 1098-T or if you have any questions, please contact Student Financial Services at 530-898-5936.

Please note that we cannot advise you on your tax situation; only you and/or your tax advisor can determine your eligibility for a credit.

Additional information on the Taxpayer Relief Act of 1997 and the Hope Scholarship/Lifetime Learning Credit is available from the Internal Revenue Service or by calling 800-829-1040 toll-free.