Taxes

Tax Information

By January 31st, colleges and universities are required by U.S. law each year to provide each student who is a “US person” for tax purposes with Form 1098-T, to assist the students and their families in computing any tax credit or deduction they may be able to claim, based on amounts they have spent for education.

This form facilitates U.S. taxpayers (not nonresidents) applying for the Hope and Lifetime Learning Tax Credits and the American Opportunity Tax Credit. Please note that nonresidents for tax purposes are not eligible for these tax credits and cannot use this form.

Important Information

  • Washington State University does not provide tax advice.
  • Receipt of Form 1098-T does not guarantee eligibility for any tax credit or deduction.
  • Eligibility for education tax benefits depends on the taxpayer’s individual financial circumstances and applicable IRS regulations.
  • Students and families are encouraged to consult a qualified tax advisor or refer to IRS Publication 970, Tax Benefits for Education for guidance.

How Students Can Access Their 1098-T Form

There are two different ways to access the 1098-T form:

Option 1) Through TouchNet

  1. Log into myWSU.
  2. Click on the Financial Account tile.
  3. Click the red View Statements box next to Your Latest 1098-T Tax Statement.

OR

Option 2) Through myWSU (Account Services route)

  1. Log into myWSU.
  2. Click on the Account Services & 1098-T tile.
  3. Select View 1098-T, then choose the tax year you want to view.

Trouble Opening the Form?

If the form does not open in a new window:

  • Make sure your browser allows pop-ups, or
  • Try using a different internet browser

How Third-Party Users (TPA) Can Access the 1098-T Form

There are two different ways for authorized third-party users to access a student’s 1098-T form.

Option 1) TouchNet Access

  1. After you log in, click the 3rd Party Access tile.
  2. Select Access Student Shared Information and View Info.
  3. Under the Accounts category box, choose Student Account Information (do not select “View 1098-T” here).
  4. Then click the View Statements box to open the 1098-T.

OR

Option 2) myWSU Access

  1. After you log in, click the 3rd Party Access tile.
  2. Select Access Student Shared Information and View Info.
  3. Under the Accounts category box, choose View 1098-T.
  4. Select the appropriate tax year if prompted

Trouble Opening the Form?

If the form does not open in a new window:

  • Make sure your browser allows pop-ups, or
  • Try using a different internet browser

Please contact the Crimson Service Desk:

Phone: 509-335-HELP (4357)

Email: crimsonservicedesk@wsu.edu

Box 1 — Payments Received for Qualified Tuition and Related Expenses

Reflects the total payments your school received during the calendar year for qualified tuition and required fees.
Includes: payments made by the student, family members, loans, and scholarships that were applied directly.
Does not include: housing, meals, insurance, parking, transportation, or other non‑qualified fees.

Box 5 — Scholarships or Grants

Lists the total scholarships, grants, or similar aid that the school processed or applied to the student’s account during the year.
Includes Pell Grants, institutional scholarships, third‑party payments processed by the institution, and some employer aid.

Prior years’ 1098-T forms are available online through myWSU. Click on Student Center.  From the Student Center, click the Student Homepage tile, then Financial Account. Click the red View Statements.

Frequently Asked Questions

Forms 1098-T are available in late January for the prior calendar year.

Duplicate copies of your Form 1098-T are only available through myWSU.