1098-T Tax Form

Form 1098-T and your Oregon Tech account

The information reported on Form 1098-T refers to all activity that posted onto your Oregon Tech account in the calendar year indicated on the form. Note: calendar year activity will include all charges and payments for the winter, spring, summer and fall terms plus any amount charged at the end of the calendar year (i.e. in December) for the following winter term.

Oregon Tech reports the "Amounts paid for qualified tuition and related expenses" in Box 1. We are required to report information for "Adjustments made for a prior year" in Box 4 and "Adjustments to scholarships or grants for a prior year" in Box 6. Scholarships and grants are reported in box 5. Please see 1098-T Instructions to Students for a copy of the IRS Form 1098-T instructions provided for students.

Oregon Institute of Technology does not mail 1098-T forms to students, but instead, they can be viewed and printed online no later than January 31st of the following calendar year by following the instructions below.

Online Access

You can view/print your 1098-T form online starting on January 31. Follow the below instructions:

1. Log on to TECHweb (link in the UTILITY menu on the top right of the Homepage)
2. Click on Web for Student
3. Click on Student Menu
4. Click on Student Records
5. Click on Tax Notification
6. Enter the tax year
7. Click the Submit button

If you have questions about the information provided on the Form 1098-T contact:
Oregon Institute of Technology
Cashier's Office
Phone 541-885-1202
Fax 541-885-1115
E-mail cashier@oit.edu

Oregon Tech is required to provide the IRS the name and social security number of all enrolled students who take a class for credit. If the social security number is missing or incorrect on your 1098-T form, you will need to complete IRS Form W-9S and submit it by mail to:
Oregon Institute of Technology
Business Affairs Office
3201 Campus Drive
Klamath Falls, OR 97601

OR

In Person to the Oregon Tech Klamath Falls, OR campus Cashier's Office in Snell Hall Room 116.

OR

Fax it to 541-885-1115.

Oregon Tech cannot provide tax advice. If you have tax-related questions:

• contact your tax preparer
• call the IRS (800-829-1040)
• and/or consult IRS Publication 970, "Tax Benefits for Education."

If you decide to claim education tax credits, you will need IRS Form 8863.

If your social security number is missing or incorrect on your 1098-T form, please follow the instructions provided above to submit an IRS Form W-9s to Oregon Tech.

Copies of all current and prior year 1098-T Forms are available online by Logging on to TECHweb (link in the UTILITY menu on the top right of the Homepage), going to Web for Student and then clicking on Student Menu, Student Records, Tax Notification, then entering the tax year and clicking submit.

1098-T Forms that cannot be located online, may be requested by the student by contacting the Cashier's Office at cashier@oit.edu.

In order to process your request we must have the following information:

• Student name and Oregon Tech ID (918xxxxxx).
• Tax year being requested.
• A daytime contact phone number.
• Official Oregon Tech email address (NOTE: 1098-Ts will only be sent to official Oregon Tech student email addresses).

OR

• Current mailing address* where you would like the 1098-T mailed.

Please allow 5-7 business days to process your request.

*Please note that we can only mail duplicate 1098-T tax forms to an address that is already established in our system. For a new address, students must update or add the address by logging on to TECHweb (link in the UTILITY menu on the top right of the Homepage) and going to Web for Student, Personal Information Menu, Update Contact Information, and clicking on the update button at the bottom. Address updates should be done prior to requesting a duplicate 1098-T.