Students may log in and go to:

• Banner Student
• Bill and Payment 

If the student has granted account access for tax documents, the authorized user may log in to retrieve the statement under the Statements section. If you are having trouble accessing the online statement, please email studentaccounts@southernct.edu for further assistance. 

The dollar amounts reported on your 1098-T Tax Form may assist you in completing IRS Form 8863. Your bills are also helpful resources for purposes of calculating the education tax credits that a taxpayer may claim as part of your tax return. 

While the Student Accounts Office can not provide tax advice, here are some answers to frequently asked questions.  You may also visit the IRS website  Publication 970, or contact a tax professional for more information about your ability to claim a tax deduction or tax credit.

Box 1 includes the total amount of payments received for qualified education expenses that were billed between January 1 and December 31. Qualified tuition and fees do not include housing, food, insurance, medical expenses, transportation, and similar personal, living, or family expenses.

Housing expenses, such as room and board, are not considered qualified tuition and related expenses for the purpose of Box 1 reporting. Therefore, payments made for housing costs are typically not included in Box 1. The focus of Box 1 is on direct educational expenses necessary for enrollment and attendance at the institution.

It's important to note that while housing expenses are not included in Box 1, they may still be relevant for other aspects of your education-related tax calculations or deductions. For example, if you are eligible for certain education tax credits, you might be able to include qualified education expenses beyond tuition and fees when calculating those credits.

If you have specific questions about the items included in Box 1 or if you are unsure about the treatment of certain expenses, it's recommended to consult with a tax professional or refer to the IRS guidelines related to education-related tax benefits.

Box 5 of the Form 1098-T reports the total amount of scholarships or grants administered and processed by the educational institution for the calendar year. If Box 5 is higher than the amount you paid for qualified tuition and related expenses (reported in Box 1), it could be due to a few reasons:

1. Timing Differences: Scholarships or grants may be processed and reported in the tax year, even if the corresponding tuition and related expenses were for a different academic term or semester. This timing difference could result in a situation where the scholarship or grant amount in Box 5 is higher than the qualified expenses in Box 1.

2. Non-Qualified Expenses: Box 1 of the 1098-T form reports qualified tuition and related expenses. However, scholarships and grants reported in Box 5 may include funds that are not exclusively for qualified expenses. For example, if you received a scholarship that covers both tuition and living expenses, the excess amount may be included in Box 5.

If you cannot access Banner Student because you graduated or are no longer a student, please contact the Student Accounts Office at 203-392-6140 or studentaccounts@southernct.edu

Generally, charges are posted to your student account in November for the spring semester. Therefore, the charges billed in Spring 2024 would have been included in the calculations for your 2023 1098-T form. 

To ensure accurate reporting on your tax return, you should keep track of all payments you make toward qualified tuition and related expenses, even if they fall outside the calendar year covered by the 1098-T. You may need to manually include these payments when preparing your tax return for the relevant tax year.

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