What is the 1098-T? And how do I get mine?

by Noreen Balos, Funding Peer
Tuesday, February 12, 2019 1:30 PM

OVERVIEW
The Taxpayer Relief Act requires UC campuses to report non-compensatory income, qualified tuition, and education related expenses (QTRE) that students have paid. The University of California has contracted with Tab Service to electronically produce the 1098-T form for UC students. 

Examples of reportable QTRE are: 

  • Tuition fees - Resident/Nonresident
  • Books, Equipment, Supplies (only if billed through student account)
  • Associated Student Fees
  • Instructionally-Related Activity Fees
  • Student Union Fees
  • Campus Quality Fees
  • Health Facility Fees
  • Extended Learning Course Fee Having Academic Credits

Other expenses that DO NOT qualify as reportable QTRE are:

  • Student Health Center Fees
  • Health or Disability Insurance Fees
  • Student Representation Fees
  • Late Payment Fees
  • Dining/Meal Plan Charges
  • Housing Charges
  • Parking Permits and Transportation Fees
  • Other Personal, Living or Family Expenses

HOW TO ACCESS YOUR 1098-T

Your 2018 Form 1098-T is now available to access and download online at Tab Service website. You can get th‚Äče same login details below at the MyBARC Homepage that are needed for the Tab Service login page.

You will need the following information to login:

  • UCSB Site ID = 11561
  • Username = UCSB PERM Number
  • Password = Last 4-Digits of your Social Security Number

MORE DETAILS
Get Credit for your UC Education: Accessing your 1098-T Form
H&R Block Explanation of the 1098-T Form
IRS Information About the 1098-T Form