1098-T IRS Form

What is a 1098-T Form?

The 1098-T form is intended to help students and families in determining if you are eligible for an Education Tax Credit. 1098-T forms are available on or before January 31 for the prior tax year. A college or university that received qualified tuition and related expenses on your behalf is required to file 1098-T with the Internal Revenue Service (IRS).

The Taxpayer Relief Act of 1997 states that educational institutions, such as Cal Lutheran, are required to file and furnish a 1098-T Form to students whose payments for qualified paid tuition and related expenses were received in the 2023 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.

Electronic 1098-T Statement Option

To continue to promote our efforts towards sustainability and our paperless processes, Cal Lutheran is offering all students an electronic 1098-T form option for IRS federal reporting of the Education Tax Credit benefits. By consenting to receive an electronic form you will be able to view, print, and save the form via the MyCLU portal. You will not receive a paper form through the mail. Your consent will be on record until you withdraw your consent; at which time any future paper 1098-T form will be mailed to the address listed on the University’s record.

You may access your Electronic 1098-T Form via their MyCLU portal account any time after January 25th.

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 Form 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 by sending an email to clu1098t@CalLutheran.edu.

By not giving your consent, your 2023 1098-T Form will be mailed to your address on file.

If you should have any questions, concerns or requests, please email to clu1098t@CalLutheran.edu.

IRS References

For more information about qualified educational expenses, please go to:
https://www.irs.gov/credits-deductions/individuals/qualified-ed-expenses 

Refer to the “Specific Instructions for Form 1098-T” section at https://www.irs.gov/pub/irs-pdf/i1098et.pdf for detailed information.