1098-T Tax Information

Need your tax information now? You can print your tax form from your EKU DIRECT account. Simply follow the instructions below to print out the form and submit with your taxes.

To Print Tax Information
1. Login to your EKU Student Web Account

a. Go to www.eku.edu
b. Click on EKUDirect
c. Login to your personal student web account.

2. Click on Student Services & Financial Aid
3. Click on Student Financial Services
4. Click on Tax Notification
5. Enter year (Example: 2013) for which you need tax documentation.
6. Print

IRS Form 1098-T Information

While it is not Eastern Kentucky University’s role to act as a tax advisor, we feel it is important that you know about the benefits available through the American Opportunity Tax Credit (Hope Scholarship) and Lifetime Learning Tax Credits.  Please share this important tax information with others if they will be claiming you as a dependent on their federal tax return.  For more information about the American Opportunity Tax Credit click here.  For more information on the Lifetime Learning Tax Credits click here.  If you feel that your circumstances should result in a tax deduction, EKU encourages you to contact your tax professional for advice.  

In late January of each year, an IRS Form 1098-T is provided to students who qualified during the previous calendar year.  The 1098-T form is provided only electronically (through EKU Direct) to students who agreed to that delivery method.  Otherwise, Eastern Kentucky University provides both mailed IRS 1098-T forms and electronic web access to the IRS 1098-T information supplied to the Internal Revenue Service through their EKU Direct Accounts.

Eastern Kentucky University has elected to report by the “Amount Billed” method.  This method reports all tuition and related charges assessed during the calendar year when the student registered-not during the time when they took the course if the two are different.

Students must be considered at least a half-time student during one semester in 2014.

 

This Additional information may be helpful:

IRS Form 8863:  Education Credits
IRS Publication 970:  Tax Benefits for Education

 

Eastern Kentucky University cannot provide individual tax, legal, or accounting advice and shall not be liable for damages of any kind in connection with the information provided. Please contact your tax professional or the Internal Revenue Service at 1-800-TAX-1040 or visit their website 

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