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Tax Forms

Form 1098T

The 1098T form is used for tuition reporting for the Hope and Lifetime Scholarship benefits. The Bursar’s Office is responsible for generating 1098T forms for U.S. citizens and nonresident eligible aliens who attended Caltech half-time or more between January 1 and December 31, and whose tuition payments were more than the aid received during the tax reporting year. We will also manually prepare a form for non-citizens who request it. Although we are unable to give tax advice the IRS website and publication 970 can be very helpful for you to determine if you qualify for the tax benefit.

Form Access

The 1098T form is accessible online on the Tax Credit Reporting Service (TCRS) site at www.1098-T.com.

View / Print

To view or print the 1098T form:

  • Log on to www.1098-T.com.
  • If this is the first time that you are logging in, complete the online consent form.
  • Click the "Access My Record" link.
  • Enter your social security number and last name.

Form 1098E

This is the educational loan interest reporting form. It is available through ACS/Xerox Educational Services, LLC (formerly AFSA), our contracted loan service provider. Please refer to IRS Publication 970 (PDF) for information about claiming the deduction.

Form W-2

The W-2 forms are generated by Caltech Human Resources. The Human Resources customer service phone number is (626) 395-3300.