View 1098-T Online - for students | Student Accounts (2024)

The 1098-T can be viewed through the student's login or the Authorized User login. For Authorized User login instructions, please click here .

Option 1 - Quickly view and print the 1098-T forms available.

Login to My Illinois State
Select Pay/Review Account
In the section called “Statements”, locate the area called “Your latest 1098-T Tax Statements. On the right side of this area, there is a box called “View Statements”. Click on this box. You will now see a section called “1098-T Tax Statement. There will be a list of years that have a 1098-T t ax form available to view.
Click “View” for the year you would like to download to your computer. You may need to select “open with Adobe” once the PDF has downloaded to your computer. If it does not open, check your pop-up blocker and your system’s default viewer.

Option 2 - 1098-T form and how to view the details of each box.

Login to My Illinois State
Select the Finance tab from the top navigation bar.
Scroll down to the Student Accounts section and click "1098-T Tax Form".
Click on the year you would like to view.
Once selected, a PDF will open in another tab.
To print, hit CTRL and P. Your print out will include both the 1098-T and additional information detailing what each box on the form represents.

** Please noteIf you are viewing your 1098-T form(s) for the first time in your portal, you may see the following message: “You have not consented to receive your 1098-T via on-line access. Select the Grant Consent push button to allow on-line receipt.” Once you click the “Grant Consent” button, you will be able to view your 1098-T form(s).

View Amount Paid Details

To view the details of the payments, return to the main page where you selected the tax year.
Select the "Box Amount" tab.
Click on the hyperlinked dollar amount below "Payments Received" to open a PDF in another tab. A breakdown of the payments made to qualifying charges that were billed will be displayed along with their respective dates.
- For 2017 and prior tax years: Click on the hyperlinked dollar amount below "Amount Billed" to open a PDF in another tab. A breakdown of the qualifying charges that were billed will be displayed along with their respective dates.*
If the amount reported in Box 2 in a prior tax year changed, this reduction will be reflected in Box 4 of your 1098-T for the current tax year. For more information, detail into the adjustments by selecting the hyperlinked dollar amount below "Prior Year Adjustments".

View Scholarship or Grant Information

Box 5 on the 1098-T reflects the total of all scholarships or grants from the tax year.

To view the details, return to the main page that you selected the tax year from.
Click the hyperlinked dollar amount below "Scholarships or Grants" to open a PDF in another tab. A breakdown of any scholarships or grants will be displayed.
If the amount from Box 5 in a prior tax year changed, this will be reflected in Box 6 of your 1098-T for the current tax year. For more information, detail into the adjustments by selecting the hyperlinked dollar amount below "Prior Year Adjustments".

Important Notes

*Due to a change to institutional reporting requirements under federal law, beginning with tax year 2018, we will report in Box 1 the amount of qualifying tuition and related expenses you paid during the year, as opposed to the reported Box 2 (amounts billed) in tax years of 2017 and prior.

For 2018 and forward only: Box 1 shows the total payments received from any source for qualified tuition and related expenses. Please visit the Tax Credit Information page for more information.

For 2017 and prior years only: Charges for the spring semester were typically billed the December before the semester began if the student had already registered for courses. If Box 7 has a checkmark, the amount in Box 2 includes charges for the following spring semester. Likewise, charges from spring of that calendar year may not be included, as those could appear on your prior year 1098-T form. Please view the Amount Billed Details to determine what charges are on your 1098-T.

Illinois State University cannot provide tax advice. To determine your eligibility for an educational tax credit, please refer to irs.gov and see IRS Publication 970: Tax Benefits for Education, Form 8863: Education Credits, and discuss any potential tax implications with your tax advisor. You can also contact the IRS by calling 1-800-TAX-1040 or 1-800-TAX-FORM.