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Form 1098-T Mary MercerShow MyInfo popup for Mary Mercer 1/28/2021 8:23:51 AM

Form 1098-T

Methodist University contracts with Maximus TRA Services to provide eligible students with the Form 1098-T.

The forms will be placed in the mail the week of January 25, 2021. You may also log in or create an account with TRA Maximus to download a copy of the Form 1098-T. Visit https://tra.maximus.com to obtain an electronic copy of the Form 1098-T.

The Form 1098-T is NOT an income reporting document. It is an educational institution informational return, required by the IRS, that is supposed to assist the student in determining whether or not they are eligible to take an education tax credit or deduction only.

Many tax preparers and software incorrectly use this document as an income reporting document (like a W-2). It is NOT a plug and play form.

It is up to the taxpayer to decide, based on their personal circumstances, whether they are credit eligible or not.

Please refer to IRS Publication 970 www.irs.gov/pub/irs-pdf/p970.pdf and/or consult with a knowledgeable tax advisor to assist you in make the decision whether any scholarships/grants/educational assistance you may have received is taxable or not.

Student Choice Refund Enrollment Mary MercerShow MyInfo popup for Mary Mercer 4/14/2020 2:00:00 PM

Please click here to access our Handy Guide to enrolling in our Direct Deposit program for you Student Refund

FERPA Annual Notification Jasmin BrownShow MyInfo popup for Jasmin Brown 8/15/2016 11:49:48 AM

Please read the attached in regards to your rights under the Family Educational Rights and Privacy Act of 1974. FERPA Annual Notification.docx