Tax Information

Information about the 1098T Tax Form

Please be aware that the Student Financial Services Office cannot offer tax advice. If you have questions about tax benefits, please contact your tax preparer or follow the links we provide to information available through the IRS.

The following FAQ's and links will answer many questions. You can can also contact our office at 503-554-2300 or visit us on the first floor of the Edward Stevens Center in Newberg. At the Portland Center, inquire at the front desk.

FAQ's

When are 1098T's mailed?

By the end of January, the Student Financial Services Office mails out Form 1098T for the prior tax year. Because this timeline coincides with the start of spring semester, we are unable to complete the process at the beginning of the month and cannot provide "estimates" for early filers.

To which address was my form mailed?

The form is mailed to the student's home address. The IRS does not allow us to mail the 1098T to a temporary address or to a campus box.

Why is Box 1 on the 1098T blank?

The IRS requires that schools populate either Box 1 or Box 2 on the form. George Fox University supplies information in Box 2, which refers to amounts billed for qualified tuition and related expenses.

If George Fox does not have my Social Security Number on file, how may I submit that to the University?

Students may fill out the W-9S Request for Taxpayer Identification Number and Certification Form and submit it to Student Financial Services in the Edward Stevens Center in Newberg.

Other Helpful Links

IRS Publication 970: Tax Benefits for Education

IRS Lifetime Learning Credit

IRS Homepage

IRS Tax Benefits for Education: Information Center

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