Form 1098-T

For students who have registered for classes with HPU during a given calendar year, a Form 1098-T for qualified tuition charges will be provided under the Taxpayer Relief Act of 1997.  For more information about the tax credits, please visit Tax Benefits for Education website.

If you have been charged qualified tuition and related expenses between January 1 and December 31 of the same calendar year, you will be given a Form 1098-T.  The Form 1098-T contains the amount billed and any scholarships and/or grants paid during the calendar year (the year the semester begins may not be the same as the year it was billed).  For Spring semesters, if you have registered for classes before December 31, those charges will show in the previous year’s Form 1098-T.  For example, if Spring 2017 classes were signed up for in December 2016, charges for those classes will appear in the 2016 Form 1098-T.

The Form 1098-T will be available online and mailed out to your mailing address in Pipeline on January 31.  To view an unofficial Form 1098-T online, you may access it in Pipeline by clicking on the “1098-T Tuition Statement” Quick Link in the My HPU tab.  An official Form 1098-T can be viewed, printed, or mailed to the address on the Form 1098-T in Vangent by following the below instructions:

- Go to http://tra.vangent.com

- Click the “First Time Students” button.

- Enter your full First and Last names and the last 5 digits of your Social Security Number.

- Click "Submit".

  • If records are present for you, you will be instructed to create an account. Follow the instructions on the website to create a free account and retrieve your Form 1098-T. If records are not found for you or you have difficulty creating an account, use the “Help” link in the left menu.

2018 Calendar Year

2017 and previous years, HPU issued Form 1098-T based off tuition charges billed during the calendar year.  The Form 1098-T issued for the calendar year of 2018 and later, will be based on payments made during the calendar year up to the amount of tuition charges billed during the calendar year. More information about changes to the 2018 Form 1098-T can be found HERE

 

PLEASE NOTE

Institutions report payments received during the calendar year in box 1. The amount shown in box 1 may represent an amount other than the amount actually paid in 2018. Your institution must include its name, address and information contact telephone number on this statement. It may also include contact information for a service provider. Although the filer of the service provider may be able to answer certain questions about the statement, do not contact the filer or the service provider for explanations of the requirements for (and how to figure) any education credit that you may claim.

 

Nonresident Alien Students

Nonresident alien students are generally not eligible to claim education tax credits and a Form 1098-T is not automatically generated for these students. However, under certain conditions, some nonresident alien students may be eligible to claim tax credits. If you feel you are eligible to claim the tax credit please email ar@hpu.edu

FAQ

The Form 1098-T is provided to any eligible student who made payments for Qualified Tuition and Related Expenses billed for the calendar year. You, your tax preparer, or the Internal Revenue Service (www.irs.gov) can best advise you in the utilization of this form when preparing your taxes. The University cannot offer tax or legal advice.

Qualified tuition charges include charges for tuitionStudent Activity Fee, and Technology Fee

If your qualified tuition charges were completely paid for by scholarships, grants, or governmental institutions (ie: Tuition Assistance voucher, Vocational Rehabilitation, Post 9/11 GI Bill); you will not be issued a Form 1098-T due to not being responsible for the charges.

A Form 1098-T may also not have been issued due to not having provided your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) to HPU.  To provide your SSN or ITIN to HPU, please fill out a W-9S and submit it to the Registrar via fax, mail, or walk in drop off.

Box 1 contains all payments made on the students account (including loans, scholarships, and grants) made in the calendar year for charges billed in the same calendar year, reduced by any refunds due to excess of payment, not to exceed Qualified Tuition and Related Expenses (QTRE).

 

In regards to payments made to qualify for Box 1, the payments must be assigned to a term for charges billed during the calendar year

 

For example the following expenses were charged

Tuition

$10,000.00

Tuition related fees

$200.00

Non-tuition related fees

$50.00

Housing

$4,900.00

Of the $15,150.00 in expenses, the total amount eligible for QTRE is $10,200.00

 

The following was paid on the account during the calendar year

Cash Paid

$800.00

Loan

$9,000.00

Scholarship

$4,500.00

Grant

$2,400.00

Refund

$1,550.00

$16,700.00 in total payments were made to the account, per IRS instructions, $10,200.00 will be reported in Box 1 

Box 2 will be blank for all HPU students. As of Tax Year 2018, filers of Form 1098-T are required to report Box 1. As the reporting method has changed for Tax Year 2018, Box 4 will be blank for all HPU students

International Students

General Tax Information for International Students

 This is general tax information for our international students. Please note that Hawaii Pacific University advisors, coaches, faculty and staff are not authorized to give tax advice. Students may wish to prepare their own income tax returns or use a professional tax service or volunteer group to assist them. It is recommended that students who hire an income tax preparer verify that the preparer has experience with Non-Resident tax issues.

Federal income tax returns are due April 17, 2018.

State of Hawaii income tax returns are due April 20, 2018.

  • Form 8843 Statement for Exempt Individuals and Individuals With A Medical Condition must be filed by ALLF and J Visa holders, whether employed or not. All international students and their dependents are required to file Part I and II only. This form and instructions can be found at https://www.irs.gov/pub/irs-pdf/f8843.pdf 
  • If you earned income in 2016, you must file Federal and State of Hawaii Income Tax Returns.
  • Federal Forms commonly used by international students in the United States for less than 5 years include 1040NR-EZ or 1040NR.

Forms can be found at:

https://www.irs.gov/pub/irs-pdf/f1040nre.pdf 

https://www.irs.gov/pub/irs-pdf/i1040nre.pdf 

https://www.irs.gov/pub/irs-pdf/f1040nr.pdf  

https://www.irs.gov/pub/irs-pdf/i1040nr.pdf  

  • State of Hawaii forms commonly used by international students include N-15. Forms can be found at:

http://tax.hawaii.gov/forms/a1_b1_1income/ 

http://files.hawaii.gov/tax/forms/2017/n15ins.pdf

The IRS Volunteer Income Tax Assistance (VITA) program may be able to assist in preparing your income tax returns. Search https://www.irs.gov/individuals/free-tax-return-preparation-for-you-by-volunteers  for a location near you.

Sprintax is a company specializing in non-resident tax preparation. It is an easy to use online system that will guide you through each part of the return process. See the flyer for additional information.

https://www.sprintax.com/