How do I get my 1098-T from Penn State?

Go to lionpath.psu.edu and once logged in to your Student Home Base, select “Manage My Account/Make A Payment” in the “My Finances” section. This will direct you to your Student Account Dashboard where you can view, download, and print your Form 1098-T.

Who claims 1098t student or parent?

The parents will claim the student as a dependent on the parent’s tax return and: The parents will claim all schollarships, grants, tuition payments, and the student’s 1098-T on the parent’s tax return and: The parents will claim all educational tax credits that qualify.

Go to If you do not remember your PSU Access ID or password, use the “Forgot my User ID”, or “Forgot my password” links. Once logged, click on “My Finances”, and select “Manage My Account/Make A Payment”. The 1098-T section is located on the “Tax Forms” section of the Student Account Dashboard.

Is the University required to provide a 1098-T?

Q: My accountant says that the University must provide me with a form 1098-T. A: The University in not required, by the IRS, to furnish a Form 1098-T in the following instances: Payments for courses for which no academic credit is offered, even if the student is otherwise enrolled in a degree program.

Where is my Fellowship reported on my 1098-T?

Q: I am a graduate student and I received fellowship payments. Where is my fellowship reported on my Form 1098-T? A: For Form 1098-T purposes, fellowships are considered financial aid and will be reported in Box 5 as a (scholarships, grants, fellowships). Form 1098-T reports activity occurring in the calendar year.

Do you include books in Box 2 of 1098-T?

A: No, the University does not include amounts paid for books in Box 2 of Form 1098-T. You should consult with your tax advisor to determine if payments for books, equipment or fees should be considered when preparing your income tax returns and determining eligibility for education tax credits or deductions.

When do I have to post my 1098-T charges?

A: Typically, charges are posted to your student account in November for the Spring semester and in June for the Fall semester. Depending on when you registered for classes, your Form 1098-T could include charges for different semesters.