Information about the 1098-T 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 503-554-2301 or visit us on the first floor of the Edward Stevens Center in Newberg. At the Portland Center, inquire at the front desk.
When are 1098-T’s available?
If you grant consent (see instructions below) to receive your 1098-T online via myGFU, you will have the earliest possible access. The online form will be a PDF that you can download, print or email as needed. If you do not consent, your form will available by the IRS deadline, January 31st, or the following Monday if the 31st falls on the weekend. Because this timeline coincides with the start of Spring semester, we are unable to complete the process at the beginning of the month, and regret that we cannot provide “estimates” for early filers.
Where will my form be sent?
The place to grant consent for online access and to access your 1098-T electronically, is the same. Please follow the instructions below. Otherwise, the form is mailed to the student’s mailing address, if indicated, or home address.
How can I grant consent or view my 1098-T online?
- Step 1: Login to your myGFU account
- Step 2: In the left-hand navigation, select Self Service
- Step 3: Select Campus Finances
- Step 4: Select View 1098-T
- If you have not opted in yet, select the “Grant Consent” button.
- Access forms via the hyper link for each specific year. If no link is present, it may be too early still, or you may not have a form for that year. Check back closer to the end of the month, or review the following reasons why you may not qualify for the form.
Why have I not received a 1098-T?
If a form was generated by the January 31 deadline, you will have access to it in myGFU, whether you grant consent for early access or not. If it is February or later and no link exists for the specific year you are looking for, it means a form was not generated. There are multiple reasons that a 1098-T may not be generated. Some of the most common scenarios are:
- GFU does not have a Social Security Number on file for you.
- GFU does not have a current mailing address on file (for students not receiving an e-form).
- You granted consent to online access and therefore a paper copy won’t be mailed.
- Scholarships, Grants, or Third Party Payments were in excess of the qualified tuition charged.
- You may not qualify. You must be enrolled in a term that begins in the calendar year AND have charges posted with a date in that year to qualify. See IRS Publication 970 to determine if you qualify. If you believe an error was made, please contact us ASAP.
Why is Box 1 on the 1098-T 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.