Form 1098-T Online Instructions

1098-T Tuition State Tax form is available electronically to students and proxies

Davidson does not mail 1098-T tax forms.  Students are requested to agree to receive electronically.   Students can download the form from Banner Self-Service.  Forms are available each year no later than January 31.

If a student does not agree to receive this form electronically they will be notified via email when a paper copy has been printed.  The student will pick up their paper copy from the Controller's Office, located in Jackson Court #4.

When will the 1098-T Tax Form be available?

1098-T tax forms will be available in Banner/Banner Self Service at the end of January each year.

Where to Find the 1098-T Tax Form

Student:  Banner Self Service > 4 Square Menu > Student Services > Student Billing/Accounts >1098T Information

Proxy:  IF your student has authorized you to view their 1098-T tax form you can retrieve it from Banner.  Banner for Proxies

Proxies without student authorization to view the 1098-T must ask their student to download the form for them. 

Davidson does not mail paper copies.  If a paper copy is desired, the student will request one by emailing studentaccounts@davidson.edu.  Once printed, the student will pick up from Jackson Court #4 during normal business hours.

Graduated Seniors

1098-T forms will not be generated for graduated seniors in the calendar year of graduation as qualified charges were billed in the prior calendar year.

For most May seniors, the last 1098-T you will receive will be the one generated the January of your senior year.  You must download that 1098-T prior to graduation as your Banner access will be terminated after graduation.  It is unusual for a May graduate to have a 1098-T for the same year they graduated.  This is because your senior year Spring bill is posted to your account on December 1 which is the calendar year before your graduation. it does not align with your academic year.

Qualified Charges

Please note that per IRS guidelines, a 1098-T form is generated only when qualified charges are larger than scholarships or grants. Qualified charges include tuition and activity fees only.  Personal expenses such as housing, meals and student health insurance are not considered qualified expenses.  If your charges (Box 1) are not higher than scholarships and/or grants (Box 5), you will not receive a 1098-T.

More detailed information and disclosures regarding electronic 1098-T forms (DOC).