Student 1098-T Tax Forms
1098-T Frequently Asked Questions
- Why doesn’t (Box 1) reflect my tuition payments? (Box 1) has been left blank intentionally.
We have reported the “Amount billed” for qualified tuition and required fees in (Box 2) of the 1098-T IRS form. It is your responsibility, along with your tax advisor, to determine the amount that should be reported as education credits on your tax return.
- How do I access my 1098-T online?
To access the 1098-T, login to Web Advisor at www.doane.edu/wa Under Financial Information section select View my 1098-T Forms
- When will my 1098-T be available?
In mid-January, you will receive an email from the Business Office when your 1098-T form has been uploaded to your WebAdvisor account.
- Will I receive an itemized “Year-To-Date Statement” listing my tuition payments?
Year-To-Date statements will be mailed to your home address in mid-January to coincide with the 1098-T form. These statements are provided for tax purposes only and will assist you when filing your income tax report.
- What if I did not receive a 1098-T in the mail?
You may view or print a copy by logging into WebAdvisor at www.doane.edu/wa Under Financial Information section select View my 1098-T Forms
- What if I am unable to see my 1098-T via my WebAdvisor?
You may not have had qualified for tuition and required fee charges in 2017.
Tax Exemption Forms
Doane University is exempt from sales tax on purchases in the states listed below. Please note that different restrictions apply in each state. In order to purchase goods and services tax free, all states require that the purchase be made directly by the non-profit organization (i.e. with the Doane purchasing card or by Doane purchase order). The appropriate forms you will need for each state are listed below and attached. The forms are in pdf format and may be viewed with Adobe Acrobat.
ALL STATES: If necessary, provide the letter below explaining our tax-exempt status; it also states that Doane pays all charges to the purchasing card directly. Here is the letter from the IRS explicitaly granting tax exempt status: IRS Determination Letter
The states which have granted us exemption from sales tax:
Nebraska, Colorado, Connecticut, Florida, Idaho, Illinois, Kansas, Kentucky, Maine, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, New Jersey, New Mexico, New York, North Dakota, Ohio, Pennsylvania, Rhode Island, Tennessee, Texas, Utah, Vermont, Virginia, Wisconsin, Wyoming.
NEBRASKA: In most cases, no forms will be needed, however, vendors can ask for proof of exemption. Form 13 should be the only documentation required to prove our exemption.
COLORADO: No forms are needed. See the attached FYI from Colorado showing that tax-exempt organizations from out of state need only provide their tax-exempt number from that state.
CONNECTICUT: Form CERT-119 must be provided to the vendor for purchases of property and services, excluding meals and lodging. Form CERT-112 must be pre-approved by the Connecticut Dept. of Revenue and provided to the vendor for purchases of meals and lodging. Include the IRS determination letter with these forms.
ILLINOIS: Provide a copy of the attached letter issued by the Illinois Department of Revenue showing our tax-exempt number.
KANSAS: Provide a copy of the attached Kansas "School or Educational Institution Exemption Certificate".
KENTUCKY: Complete and provide to the vendor a copy of the "Out-of-State Exemption Certificate" - Form 51A127.
MAINE: Complete and provide to the vendor a copy of the "Maine Revenue Services Permanent Exemption Certificate" - Form ST-2.
MICHIGAN: Complete and provide to the vendor a copy of the "Michigan Sales and Use Tax Certificate of Exemption" along with a copy of our IRS determination letter.
MINNESOTA: Only purchases of personal property (no lodging, meals, or car rentals) are exempt from sales tax in Minnesota. Provide a copy of the attached "Certificate of Exempt Status" issued by the Minnesota Department of Revenue showing our tax-exempt status.
MISSISSIPPI: Provide a copy of the attached letter issued by the Mississippi Department of Revenue showing our tax-exempt status.
MISSOURI: Provide a copy of the attached letter issued by the Missouri Department of Revenue showing our tax-exempt status.
NEW JERSEY: Complete and provide to the vendor a copy of the "State of New Jersey Sales and Use Tax Exempt Organization Certificate Form ST-5.
NEW MEXICO: Only purchases of personal property (no lodging or car rentals) are exempt from sales tax in New Mexico. Call the Business Office to obtain a "Nontaxable Transaction Certificate" to give to the vendor when purchasing items.
NEW YORK: Complete and provide to the vendor a copy of the "New York State and Local Sales and Use Tax Exempt Organization Certification".
NORTH DAKOTA: Provide to the vendor a copy of the "State of North Dakota Certificate of Exempt Status - Exempt Organization".
OHIO: Complete and provide to the vendor a copy of the "State of Ohio Department of Taxation Sales and Use Tax Blanket Exemption Certificate".
RHODE ISLAND: Provide to the vendor a copy of the "State of Rhode Island Division of Taxation Certificate of Exemption".
TENNESSEE: Complete and provide to the vendor a copy of the IRS determination letter.
TEXAS: Complete and provide to the vendor a copy of the "Texas Sales and Use Tax Exemption Certification".
UTAH: If the vendor will sign the attached "Sales Tax Exemption Contract", you will not be charged sales tax. If the vendor will not sign the contract (for whatever reason), please ask for a receipt showing the sales tax charged and we can apply for a refund.
VERMONT: Complete and provide to the vendor a copy of the "State of Vermont Resale and Exempt Organization Certificate of Exemption". Instructions for Use of Resale Certificate of Exemption (S3).
VIRGINIA: Complete and provide to the vendor a copy of the "Commonwealth of Virginia Sales and Use Tax Certificate of Exemption".
WISCONSIN: Complete and provide to the vendor a copy of the "Wisconsin Sales and Use Tax Exemption Certificate".
CANADA: All non-residents of Canada can apply for a refund of sales tax paid on lodging. You will need to save all receipts showing the number of nights of lodging and the number of rooms rented. Canada will only accept original receipts when applying for the refund.
STATES WITH NO EXEMPTION GRANTED
Alabama, Arizona, Arkansas, California, Georgia, Hawaii, Indiana, Iowa, Louisiana, Maryland, Nevada, Oklahoma, South Carolina, South Dakota, Washington, Washington DC, West Virginia
STATES WITH NO SALES TAX CHARGED
Alaska, Delaware, Montana, New Hampshire, Oregon