Funding

More info about tax filings! If you have received a fellowship, scholarship, stipend, or any free money for school, you will need your 1098-T, which reports non-compensatory income (free money) and qualified education expenses. This is useful for determining tax deductions and credits. Find out how to access your 1098-T here.

By Noreen Balos, Funding Peer
Tuesday, February 12th, 2019 - 1:30pm


OVERVIEW
The Taxpayer Relief Act requires UC campuses to report non-compensatory income, qualified tuition, and education related expenses (QTRE) that students have paid. The University of California has contracted with Tab Service to electronically produce the 1098-T form for UC students.

Examples of reportable QTRE are:

  • Tuition fees - Resident/Nonresident
  • Books, Equipment, Supplies (only if billed through student account)
  • Associated Student Fees
  • Instructionally-Related Activity Fees
  • Student Union Fees
  • Campus Quality Fees
  • Health Facility Fees
  • Extended Learning Course Fee Having Academic Credits

Other expenses that DO NOT qualify as reportable QTRE are:

  • Student Health Center Fees
  • Health or Disability Insurance Fees
  • Student Representation Fees
  • Late Payment Fees
  • Dining/Meal Plan Charges
  • Housing Charges
  • Parking Permits and Transportation Fees
  • Other Personal, Living or Family Expenses

HOW TO ACCESS YOUR 1098-T

Your 2018 Form 1098-T is now available to access and download online at Tab Service website. You can get th​e same login details below at the MyBARC Homepage that are needed for the Tab Service login page.

You will need the following information to login:

  • UCSB Site ID = 11561
  • Username = UCSB PERM Number
  • Password = Last 4-Digits of your Social Security Number

MORE DETAILS
Get Credit for your UC Education: Accessing your 1098-T Form
H&R Block Explanation of the 1098-T Form
IRS Information About the 1098-T Form