1098-T Tax Form

ATTENTION:  If you logged into your account Prior to 1:00 p.m. PST on Friday, February 1, 2019 to view/print your 2018 1098-T Form, please recheck it at this time.  There has been an update to 1098-T forms and yours may have changed.

NEW REPORTING METHOD USED FOR 2018 1098-Ts

Due to a change to institutional reporting requirements under federal law, all schools were required to change their reporting method for 1098-Ts starting 2018.  In previous years, Oregon Tech reported Box 2 (qualified tuition and fees BILLED) on the 1098-T form.  Starting with the 2018 tax year, Box 1 (PAYMENTS for qualified tuition and fees) will be reported on the 1098-T form instead of Box 2.  Please see "1098-T Reporting Change Letter" and "IRS Publication 970" in the Document List on the bottom right of this page for more information.

Form 1098-T and your OIT account

The information reported on Form 1098-T refers to all activity that posted onto your OIT account in the calendar year indicated on the form. Note: calendar year activity will include all charges and payments for the winter, spring, summer and fall terms plus any amount charged at the end of the calendar year (i.e. in December) for the following winter term.

OIT reports the "Amounts paid for qualified tuition and related expenses" in Box 1. We are required to report information for "Adjustments made for a prior year" in Box 4 and "Adjustments to scholarships or grants for a prior year" in Box 6.  Scholarships and grants are reported in box 5.  Please see 1098-T 2018 Instructions to Students for a copy of the IRS Form 1098-T instructions provided for students.

Oregon Institute of Technology does not mail 1098-T forms to students, but instead, they can be viewed and printed online no later than January 31st of the following calendar year by following the instructions below.

Online access

You can view/print your 1098-T form online starting on January 31.  Follow the below instructions:

  1. Log on to TECHweb (LOGIN button is on the top right of the OIT Webpage)
  2. Click on Web for Student
  3. Click on Student Menu
  4. Click on Student Records
  5. Click on Tax Notification
  6. Enter the tax year
  7. Click the Submit button

If you have questions about the information provided on the Form 1098-T contact:

  • Oregon Institute of Technology
    Business Affairs Office
    Phone 541-885-1217
    Fax 541-885-1115
    E-mail BusinessOffice@oit.edu

Social Security Number

OIT is required to provide the IRS the name and social security number of all enrolled students who take a class for credit. If the social security number is missing or incorrect on your 1098-T form, you will need to complete IRS Form W-9S and submit it by mail to:

Oregon Institute of Technology
Business Affairs Office
3201 Campus Drive
Klamath Falls, OR 97601

OR

In Person to the OIT Klamath Falls, OR campus Cashier's Office in Snell Hall Room 116.

OR

Fax it to 541-885-1115.

Tax advice

OIT cannot provide tax advice.

If you have tax-related questions:

IRS forms

If you decide to claim education tax credits, you will need IRS Form 8863.

If your social security number is missing or incorrect on your 1098-T form, please follow the instructions provided above to submit an IRS Form W-9s to OIT.

Prior Year and Duplicate Copies

Copies of all current and prior year 1098-T Forms are available online by Logging on to TECHweb (LOGIN button is on the top right of the OIT Webpage), going to Web for Student and then clicking on Student Menu, Student Records, Tax Notification, then entering the tax year and clicking submit.

1098-T Forms that cannot be located online, may be requested by the student by contacting Business Affairs Office at BusinessOffice@oit.edu.

In order to process your request we must have the following information:

  • Student name and Oregon Tech ID (918xxxxxx).
  • Tax year being requested.
  • A daytime contact phone number.
  • Official OIT email address (NOTE: 1098-Ts will only be sent to official OIT student email addresses).

    OR

  • Current mailing address* where you would like the 1098-T mailed.

Please allow 5-7 business days to process your request.

*Please note that we can only mail duplicate 1098-T tax forms to an address that is already established in our system. For a new address, students must update or add the address by logging on to TECHweb (LOGIN button is on the top right of the OIT Webpage) and going to Web for Student, Personal Information Menu, Update Contact Information, and clicking on the update button at the bottom.  Address updates should be done prior to requesting a duplicate 1098-T.

Contact Information

Oregon Tech employees cannot offer tax advice.

If you have questions about the information provided on Form 1098-T, you may contact the Business Affairs Office at BusinessOffice@oit.edu, call 541.885.1217, or stop in at Snell Hall, Room 116.

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