Office of Financial Management Services
          Tax Reporting and Retirement

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How To Obtain Detail Financial Information

The financial information provided on IRS Form 1098-T is intended to serve as a guide when preparing your personal income tax return. Taxpayers are responsible for maintaining adequate financial records to support any claim for an education tax credit or deduction. Students may request a report of the qualified expenses paid and scholarship/grants reported in summary on Form 1098-T by following the instructions below.

Students with access to OneStart Student Self-Service

For Form 1098-T - Tax years 2009 and beyond
  1. Authenticate to Student Self-Service through OneStart
  2. Click on the "Services" tab
  3. Locate "Services & Information"
  4. Locate "Financial"
  5. Select "Tax Form 1098T E-Consent and Detail(2009 and beyond)"
  6. Select the Tax Year(s) PDF for the 1098-T Details and electronic financial summary
  7. Retrieve, review, save, or print the details for your records
Financial Details for 2006, 2007, or 2008 Form 1098-T
  1. Authenticate to Student Self-Service through OneStart.
  2. Locate "Services & Information".
  3. Locate "Financial".
  4. Select "Tax Form 1098T Detail (2008 and earlier)"
  5. Select an available calendar year (limited to 2006 through 2008)
  6. Retrieve, review, save, or print the details for your records
Students without access to OneStart Student Self-Service

Financial Details for All Form 1098-T Years
  1. Complete a duplicate tax form request available as a Fillable PDF and indicate you want the 1098-T financial details
  2. Mail or fax the completed request to the address listed on the form
Parents, Taxpayers, and Tax Preparers
  1. Form 1098-T is subject to sensitive data and privacy procedures and is governed by federal and state privacy laws.
  2. Tax information will only be provided at the request of the student after obtaining confirmation of identity.
  3. If you require Form 1098-T or detail information to prepare an income tax return, please contact the student and ask that they follow the procedure for obtaining the relevant data.
  4. Ask your student if they have access to Student Self-Service in OneStart. If the answer is yes, you may want to ask the student to grant you 3rd party access so you may view and download their Form 1098-T.

See our Frequently Asked Questions for more information.

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Block IU Last Updated 1/31/2011
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