Carleton College is required to file IRS Form 1098-T with the Internal Revenue Service for all students for whom it received qualified tuition payments.
The IRS Form 1098-T is informational only and should not be considered as tax advice.
The Business Office will notify eligible students in January when IRS Form 1098-T statements are available for the appropriate year in Workday. At that time, students can download a copy of the form. In many cases a parent or guardian claiming you as a dependent on their tax return will need a copy of this form.
- For more information, see IRS publication 970: Tax Benefits for Higher Education
- Find the answers to the most common questions about Education Credits on the IRS web site.
Electronic Delivery
Our goal is to support all students with electronic delivery. Electronic delivery is the most secure way to receive your materials. It supports institutional sustainability initiatives, enhances the timeliness of reporting, improves convenience for students, eliminating lost forms and requests for duplicate forms, and eliminates costs associated with mailing forms. This is an initiative in which we hope our entire student community will choose to participate.
NOTE: Students can remove 1098-T electronic consent for themselves at any time in Workday.
STUDENT ELECTRONIC CONSENT: Students can manage Paperless 1098-T consent in Workday. Navigate to the Finances Dashboard by clicking on the Finances App. Click on “Manage Paperless 1098-T”, select the appropriate year, and click the check box that says, “Go paperless for this year”. When checking this box, you consent to not receiving a paper copy of your 1098-T for that year. You understand that you will still receive an electronic copy that you can print on your own.
THIRD PARTY AFFILIATE/PROXY ELECTRONIC CONSENT: Parents/Guardians/Third Party Affiliates do not have direct access to the 1098-T form on their Workday account because it is a federal tax document in the student’s name. Students will need to provide a copy to Parents/third-party affiliates.
Students who choose to withhold their electronic consent will receive a paper IRS Form 1098-T mailed to their home address (or the address that is on file with the Registrar) post marked no later than January 31 each year they are eligible to receive the form.
How to Find and Print Your 1098-T in Workday (Only for Students)
1. Navigate to your Finances Dashboard by clicking on your Finances App
2. Under the My account link list you will see several 1098-T links/tasks.
3. After printing, the 1098-T PDF will be generated, and you can find the link to open the PDF file in your Workday notifications. (bell icon in the upper right-hand corner of your screen)
Alumni: Accessing 1098-T Forms for Previous Year
If you graduated in 2024 or afterward, you will access your tax documents (1098-T and W-2) in Workday by doing the following:
- Go to this link in Workday
- Select Forgot Password
- Enter the username you had while you were a student
- Enter the home email address you entered into Workday before you graduated.
If your email address is in Workday, you will receive an email at the address explaining how to set your password. If your email address is not in Workday, please email helpdesk@carleton.edu, and a TDX ticket will be created and assigned to the person to have it added.
Questions?
Contact the Student Account Team