UMass Boston

• Per IRS regulations, UMass Boston must report 'Payments Received' for qualified tuition and related expenses in box 1 on 1098T Tax Form.
• The Year 2023 1098-T Form will be mailed out and be accessed online through "WISER" by 1/31/2024.
• By Federal law, the correct Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) should be in the WISER system for the university to distribute the 1098-T form to you correctly. If you have not submitted the SSN or ITIN, please click this link UMass Boston Student TIN Request Form to submit the form via ‘DocuSign’, which is a secure method of transmittal. Please use your UMB email account (e.g. John.Smith001@umb.edu) and password to file electronically.
• Tax year 2023 forms will be mailed to students soon. If you have received aid or income from the university, in accordance with IRS regulations, you may expect to receive a 1099, 1098-T, or 1042-S (non-resident alien). Please refer to the this Student Tax Form FAQs 2023 for additional information.  We recommend consulting with your tax preparer to understand how to handle this information. 

To insure that payments are eligible to be included in Box 1 of the 1098T form for tax year 2023, please note the deadlines as below:

1. Mail, Wire Transfer (Flywire)           Payments received by 5pm on 12/18/2023

2. WISER Online (Flywire)                  Transactions completed by 5pm on 12/28/2023

*The University will be closed for business from 12/28/2023 - 01/01/2024.

 NOTE: For the purpose of appropriate tax reporting, the university will not accept any prepayment for Winter and Spring 2024 semesters before January 1st, 2024.

What is a 1098-T?

The 1098-T form is a Tuition Payment Statement that includes information that colleges and universities are required to issue for the purpose of determining a student's eligibility for education tax credits. This form contains the information to assist you or your parents in preparation of your federal income tax return.

When will the 1098-T form be available?

The 1098-T form will be mailed out by January 31 of each year. You may view the electronic version of the 1098-T form online through your WISER access.

Social Security Number (SSN) / Taxpayer Identification Number (TIN):

To be eligible to claim the education tax credits offered by the IRS, the law requires students to have received the Form 1098-T (Tuition Statement) from UMass Boston. This requires you to provide your social security number or taxpayer identification number to UMass Boston by the end of each calendar year. 

1098-T FAQ

Get information on our 1098-T Faq page

Additional Tax Resources:

University of Massachusetts Boston is unable to provide tax advice.

It is strongly encouraged that you consult a tax advisor or call IRS Hotline at 800-829-1040.

You can also reference the following documents:

IRS Publication & Forms: https://www.irs.gov/instructions/i1098et

Education Credits: https://www.irs.gov/credits-deductions/individuals/education-credits-aotc-llc