Student Financial Services

1098-T Courtesy Notification

Section 1

UCI has outsourced the production and Customer Service Call Center for your 2018 IRS Form 1098-T to TAB SERVICES, a private company completely independent from UCI.

When your tax form is posted online at TAB SERVICES, UCI Campus Billing and Collections (tra@uci.edu) will automatically e-mail a courtesy notification to you.

Below is a sample of the 1098-T courtesy notification you will receive. Content may vary.


From: UC Irvine [mailto:tra@uci.edu]
Sent: <date and time stamps for the message>
To: <your UCI e-mail address, or a valid alternate you entered in TSC>
Subject:  Your 2018 IRS 1098-T Form Is Available

This message is COURTESY NOTIFICATION to inform you that your 1098-T is ready for you to download.

How to access your 1098-T form?

  • If you have an active UCINetID and password, login to the campus Zot!Portal https://portal.uci.edu/and find the 1098-T app on the Student > Finances
  • If you are a Division of Continuing Education student, login to the My Account portal, https://ce.uci.edu/courses/secure/login.aspxand click “Download IRS Form 1098-T.”
  • If you do not have portal access, or you need a 1098-T from UCEAP or another UC campus, visit the University of California Office of the President (UCOP) web page http://www.ucop.edu/1098t/ for login instructions.

If someone else claims you as a dependent, be sure to forward your 1098-T to that person.

Why are you receiving this message?

UCI issued a 1098-T to you because you had at least one reportable transaction (such as a registration payment) during the calendar year. You’ll need your 1098-T to determine if you qualify for an education tax credit. For more information, refer to IRS Publication 970 (Tax Benefits for Education) https://www.irs.gov/pub/irs-pdf/p970.pdf. Your 1098-T does not report income or tax owed.

Need help with your 1098-T?

Send an email to tra@uci.edu. All inquiries will be answered via email.

For campus-related information, visit these web sites:

UCI cannot provide tax advice. Visit the IRS web site http://www.irs.gov/ for assistance with your tax questions.