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Bursar's Office
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Tax Information

1098-T Form

The 1098‑T form is used to determine your eligibility for education‑related tax credits. Depending on your qualified expenses, you may be able to claim either the American Opportunity Tax Credit or the Lifetime Learning Credit on your federal tax return. https://www.irs.gov/credits-deductions/individuals/education-credits-aotc-and-llc

The Bursar's Office issues 1098‑T forms for U.S. citizens who attended Caltech at least half‑time between January 1 and December 31 and whose tuition payments exceeded the aid received during the tax year. Eligible non‑resident alien/international students may request a manually prepared 1098‑T form.

While we cannot provide tax advice, the IRS website and Publication 970 offer helpful guidance for determining whether you qualify for these education tax benefits.

Form Access

The 1098T form is accessible online on the TSC Web Services site at www.tsc1098t.com.

View / Print

To view or print the 1098T form:

  1. Log on to www.tsc1098t.com.
  2. Enter the School Site ID: 11436
  3. User Name: Caltech Student UID #
  4. Password: Last 4 digits of your SSN (works only if it is the first time accessing the website) *Select the Forgot Password link if the last 4 digits of your SSN do not work. Enter the school site id and the school student UID for the username. If there is no email address on file, then you will receive a message stating no information found.
  • If it is the first time accessing the site, you will be prompted to change your password. Enter your current password (last four digits of your SSN) and then enter a new password.

  • The new password must be at least 8 characters and contain at least one upper case letter, one lower case letter, one numeric character and one special character. This will be your new password for future logon attempts. The last 4 digits of your SSN will no longer work.

  • *Do not have an SSN? - Enter 0000 for the temporary password. After clicking Log in, an automated email will be sent to your email address on file and allow you to reset your password.

Once you have entered your new password, you will be presented with the online consent form. Read the Online Consent Form for the requirements and specifications. If you agree, click on "Consent". Once you consent, you will NOT be mailed a 1098-T and must return to the site after January 30, 2026 to view/print a copy of your 2025 Form 1098-T. Your consent will apply to 2025 and subsequent years.

1098-E Form

Form 1098E is a form for reporting educational loan interest paid. For Form 1098E pertaining to the Caltech or Perkins loan interest, you may contact Educational Computer Systems, Inc. (ECSI). ECSI phone number is (888) 549-32741. Or you may log into your loan account at Heartland ECSI. Please refer to IRS Publication 970 for information about the form.

W-2 Form

The W-2 forms are generated by Payroll Services Office. For W-2 information please contact the Payroll Services Office customer service phone number at (626) 395-8668.