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1098-T TAX INFORMATION



TAXPAYER RELIEF ACT (TRA) 1997
Enacted by Congress and the President, TRA created two new tax benefits for families who are paying for higher education. There are also benefits for people who are repaying student loans. Whether you may take advantage of the tax credits depends on your individual facts and circumstances.


1098-T SCHEDULE
1098-T Forms are generated annually on or before January 31st. A student will not receive a 1098-T for the tax year if scholarships and grants exceed the qualified tuition charges or when all amounts are zero.


ACCECSSING YOUR 1098-T FORM VIA CYBERBEAR
The information is available electronically by logging into Cyberbear and following the instructions outlined below:

Log into CyberBear

  • Click "Student Services and Financial Aid"
  • Click on "Payment and Account Information"
  • Click on "Tax Notification 1098-T"
  • Enter the tax year and click on the "Submit" button

Once you have submitted the tax year the information is displayed for you.

MAILED 1098-T FORMS
If you choose to have a paper form mailed, it will be sent to your current mailing address in Cyberbear. Make sure you keep it up to date! Should you lose your 1098-T or it is returned as undeliverable, you will be expected to retrieve your 1098-T information electronically via Cyberbear.




FOR GUIDANCE VISIT:
IRS
IRS Publication 970


CONTACT


Cashier Hours of Operation
8:00 AM to 4:30 PM Monday-Friday
Griz Central-2nd Floor
Emma B. Lommasson Center


Payment Mailing Address:
Student Accounts
Business Services
The University of Montana
32 Campus Drive #2304
Missoula, MT 59812-2304


Contact Student Account Services:
406-243-2223
UM Statements




You will need to contact your tax consultant, the Internal Revenue Service at (800) 829-1040 to determine if you are eligible for the tax credits. Instructions accompanying your federal tax forms will explain how to calculate the credit and how to claim it on your tax return.

Business Services
Emma B. Lommasson Center
Room 236
The University of Montana
Missoula, MT 59812