Fiscal Affairs

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1098-T Tax Information

Important Information

Each year SF State provides IRS 1098T forms to eligible students.


For the reporting year 2014, eligible students could possibly receive up to four (4) forms from SF State that would be used for income tax filing.

  1. Main Campus:  Spring and Summer (reported from the SF State legacy system)
  2. Main Campus:  Fall (reported from the new Campus Solutions system)
  3. CEL:  Spring and Summer (reported from the SF State legacy system)
  4. CEL:  Fall (reported from the new Campus Solutions system)

 

Forms will be mailed by the end of January 2015. If after, February 15, 2015, you have not received the document, a duplicate form(s) can be issued. Please use one of the resources listed below to obtain a duplicate 1098-T:

  • In-person with a photo ID at either Bursar Office location (Administration Building or Student Services Building)
  • Complete the Receipt Request form and submit to the Bursar’s Office using:

    • E-mail: bursar@sfsu.edu
    • Fax: (415) 338-7787
    • Mail: 1600 Holloway Avenue, ADM-155, San Francisco, CA 94132

 

Tax Relief Act of 1997

We strongly encourage students to seek professional advice regarding eligibility for this tax credit.

Hope Scholarship Tax Credit

Taxpayers may be eligible to claim a non-refundable Hope Scholarship credit against their Federal Income Tax. The Hope Scholarship may be claimed by taxpayers who pay registration/tuition and other fees for attending college on a half-time basis or more. This credit is designed to offset tuition costs incurred during the first two years of college. This credit is available for tuition and required fees paid. The credit may be reduced by financial aid awards including Pell grants, SEOG and institutional waivers, grants, scholarships, and other forms of tax-free educational assistance. The maximum credit is $1500.00 per student. For more information please contact the Internal Revenue Service.

The Lifetime Learning Credit

The Lifetime Learning Credit may be claimed by taxpayers who pay registration/tuition and other fees incurred for attending specified colleges. The Lifetime Learning Credit is applicable to students pursuing post-secondary education to develop or improve job skills. A family may claim up to 20% of qualified expenses or no more than $5,000. Unlike the Hope Scholarship credit, which is based on an individual's enrollment status, the Lifetime Learning Tax Credit is family based. The credit amount may be reduced by financial aid awards including Pell grants and SEOG and institutional waivers, grants, scholarships, and other forms of tax-free educational assistance. See the IRS publication 970 for phase-out rules. For more information please contact the Internal Revenue Service.

An extensive IRS question and answer publication is available on the World Wide Web at:

SF State Home

Bursar's Office - San Francisco State University

1600 Holloway Ave - Adm 155, San Francisco, CA 94132-4161

Phone: 1.415.338.1281 - Fax: 1.415.338.7787 - Email: bursar@sfsu.edu