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1098-T



1098-T DEFINED: TAX INFORMATION
The 1098-T form reports the amount billed to you by The University of Montana over the course of the previous calendar year. The purpose of the 1098-T is to help you and/or your tax professional determine if you are eligible for the American Opportunity Credit or the Lifetime Learning Credit. The 1098-T is just informational; you are not required to attach IRS Form 1098-T to your tax return.


ACCESS


1) Login to your CyberBear account.
2) Choose Payment and Account Information
3) Choose Tax Notification – 1098T.
4) Select tax year in the drop down box.


RESOURCES


• IRS Website: http://www.irs.gov/ • Information on the American Opportunity Credit and Lifetime Learning Credit: http://www.irs.gov/individuals/article/0,,id=121452,00.html • IRS Form 8863, Education Credits (American Opportunity and Lifetime Learning Credits): http://www.irs.gov/pub/irs-pdf/f8863.pdf • IRS Telephone Assistance Hotline: 800-829-1040


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