Tuition Statement
Tuition Statement
Tuition Statement
Tuition
Statement
Form 1098-T
$7,770.60
FILER'S Federal identification no.
***-**-6610
74-1717115
Copy B
For Students
Scholarships or grants
$0.00
Michael Christopher Chapa
8102 W Hausman Rd Apt 1304
San Antonio, TX 78249-3947
Adjustments to Scholarships
or grants for a prior year
$0.00
7
10
Ins. Contract
reimb./refund
This is important
tax information
and is being
furnished to the
Internal Revenue
Service.
$0.00
Service Provider/Account Number
(optional)
QUESTIONS: 1-877-467-3821
Form 1098-T
BACKGROUND INFORMATION
The Taxpayer Relief Act of 1997 (TRA97) established two education tax credits: the Hope Tax Credit (currently modified as the American Opportunity Credit by
the American Recovery and Reinvestment Act of 2009) for students who are enrolled in one of the first four years of postsecondary education and are carrying at
least a half-time workload while pursuing an undergraduate degree, certificate, or other recognized credential; and the Lifetime Learning Tax Credit for students who
take one or more classes from a college or university to pursue an undergraduate or graduate degree, certificate, other recognized credential, or to acquire or improve
job skills.
The Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA) established a Higher Education Tuition and Fees Deduction for students who have
a modified adjusted gross income that exceeds the defined thresholds for the tax credits.
To claim the American Opportunity (Hope) or Lifetime Learning Tax Credit, use IRS Form 8863, Education Credits. To claim a Higher Education Tuition and Fees
Deduction, use IRS form 8917 but it is not necessary to file an itemized federal income tax return. The deduction is claimed on Line 19 on IRS Form 1040A, or Line 34
on IRS Form 1040. If you are claimed as a dependent by another person [including your parent(s)], you cannot claim the American Opportunity (Hope) Tax Credit,
Lifetime Learning Tax Credit or a Higher Education Tuition and Fees Deduction. However, the person claiming you may be entitled to the credit on his or her tax return.
Resources: For more information see IRS Publication 970: Tax Benefits for Higher Education and IRS Notice 97-60: provides consumer guidance on Education Tax
Incentives. These documents and IRS Form 8863 and 8917 are available at www.irs.gov or by calling the IRS at 1-800-829-1040. For additional 1098-T information and
instructions from your college or university go to www.1098-T.com.
YOUR SCHOOL MAY HAVE PROVIDED ADDITIONAL FINANCIAL INFORMATION ON THE BACK OF THIS FORM, OR YOU MAY USE YOUR
PERSONAL FINANCIAL RECORDS TO ASSIST YOU IN DETERMINING ELIGIBILITY FOR AN EDUCATION TAX CREDIT OR DEDUCTION.
YOUR PERSONAL FINANCIAL RECORDS SERVE AS THE SUPPORTING DOCUMENTATION FOR YOUR FEDERAL INCOME TAX RETURN.
PLEASE SEE THE ENCLOSED INFORMATIONAL BROCHURE OR WWW.1098-T.COM FOR ADDITIONAL INFORMATION REGARDING
ELIGIBILITY AND INCOME LIMITS.
Tuition (a)
Fees (a)
Future Tuition (a)
Future Fees (a)
$7,770.60 Gift Aid Total for Jan 1 Dec 31, 2015 (b)
$15,829.00
$8,053.40
$0.00
NOT APPLICABLE
NOT APPLICABLE
(a) "Qualified Tuition and Related Expenses": The expenses reported on this form must be required by and paid to the institution for enrollment purposes. They include tuition and
certain fees; they do not include books, room and board, athletics (unless part of the students degree program), insurance, equipment, transportation, or other similar personal living
expenses. As a result, the amount of Qualified Tuition and Related Expenses listed above will likely be less than the total amount of money you have paid to the school providing this notice.
Additional detail may be available at www.1098-T.com. Prepaid Qualified Tuition and Related Expenses are payments received for qualified tuition and related expenses in 2015 that relate to
the academic period January through March 2016.
(b) Important information regarding "Scholarships and Grants": Some portion of your Scholarships and Grants may be subject to income tax. Please consult with the IRS or your tax
advisor to determine the taxability of your Scholarships and Grants and how such amounts may affect the amount of your education tax credit or deduction. For additional information on
these issues, please reference IRS Notice 97-60: Consumer Guidance on Education Tax Incentives and IRS Publication 970: Tax Benefits for Higher Education. These documents, as well
copies of IRS Forms 8863 and 8917, can be obtained at the IRS web site, www.irs.gov, or by calling the IRS at 1-800-829-1040. Forms 8863 and 8917 are also available at www.1098T.com.
(c) "Adjustments to Prior Tax Year Amounts" represent transactions processed in Tax Year 2015 that may affect your transactions for a prior tax year. If amounts are shown in these
sections, and if the American Opportunity or Lifetime Learning Tax Credit was claimed by you or on your behalf for a prior tax year, please refer to the Instructions for IRS Form 8863 or IRS
Publication 970 regarding how such amounts must be accounted for on your current year tax return. If no amounts appear in Parts 3 and 4 and you believe you have adjustments to charges
and/or credits, please go to www.1098-T.com and view the detailed transactions for the amounts shown in Parts 1 and 2 on this form.
For more detailed information pertaining to the amounts listed above, visit the Tax Credit Reporting Service (TCRS) web site at www.1098-T.com.
Other Page May Provide More Information - Page 2 of 7
Program
Name
Financial
Type
Financial
Sub-Type
Academic
Term
Academic
Year
Financial
Description
$1,435.50
Amount
08/01/2015
Main Campus
Tuition (01)
Fall
2015
08/01/2015
Main Campus
Tuition (01)
Fall
2015
$150.00
08/01/2015
Main Campus
Tuition (01)
Fall
2015
$450.00
08/01/2015
Main Campus
Tuition (01)
Fall
2015
$478.50
08/01/2015
Main Campus
Tuition (01)
Fall
2015
GIT1 Tuition-Graduate
Incremental
$150.00
08/01/2015
Main Campus
Tuition (01)
Fall
2015
$150.00
08/01/2015
Main Campus
Tuition (01)
Fall
2015
-$478.50
08/01/2015
Main Campus
Tuition (01)
Fall
2015
GIT1 Tuition-Graduate
Incremental
-$150.00
08/01/2015
Main Campus
Tuition (01)
Fall
2015
-$150.00
08/01/2015
Main Campus
Tuition (01)
Fall
2015
-$478.50
08/01/2015
Main Campus
Tuition (01)
Fall
2015
GIT1 Tuition-Graduate
Incremental
-$150.00
08/01/2015
Main Campus
Tuition (01)
Fall
2015
-$150.00
08/01/2015
Main Campus
Tuition (01)
Fall
2015
$478.50
08/01/2015
Main Campus
Tuition (01)
Fall
2015
GIT1 Tuition-Graduate
Incremental
$150.00
08/01/2015
Main Campus
Tuition (01)
Fall
2015
GIT1 Tuition-Graduate
Incremental
$450.00
Academic
Year
Financial
Description
$20.00
Program
Name
Financial
Type
Financial
Sub-Type
Academic
Term
Amount
08/01/2015
Main Campus
Fees (02)
Fall
2015
08/01/2015
Main Campus
Fees (02)
Fall
2015
$20.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
$20.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
$15.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
$15.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
$15.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
$225.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
$150.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
$150.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
$150.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
$5.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
$2.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
$126.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
$32.70
Program
Name
Financial
Type
Financial
Sub-Type
Academic
Term
Academic
Year
Financial
Description
Amount
08/01/2015
Main Campus
Fees (02)
Fall
2015
$120.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
$10.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
$138.60
08/01/2015
Main Campus
Fees (02)
Fall
2015
$180.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
$5.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
$5.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
$20.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
$90.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
$3.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
$20.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
$15.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
$75.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
$150.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
$42.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
$46.20
08/01/2015
Main Campus
Fees (02)
Fall
2015
$60.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
$30.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
-$20.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
-$15.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
-$75.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
-$150.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
-$42.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
-$46.20
08/01/2015
Main Campus
Fees (02)
Fall
2015
-$60.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
-$30.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
-$20.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
-$15.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
-$75.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
-$150.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
-$42.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
-$46.20
08/01/2015
Main Campus
Fees (02)
Fall
2015
-$60.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
-$30.00
Program
Name
Financial
Type
Financial
Sub-Type
Academic
Term
Academic
Year
Financial
Description
-$20.00
Amount
08/01/2015
Main Campus
Fees (02)
Fall
2015
08/01/2015
Main Campus
Fees (02)
Fall
2015
$20.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
$20.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
-$15.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
$15.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
$15.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
$75.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
$75.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
-$150.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
$150.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
$150.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
$42.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
$46.20
08/01/2015
Main Campus
Fees (02)
Fall
2015
$60.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
$30.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
$20.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
-$20.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
$15.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
-$15.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
$150.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
-$150.00
08/01/2015
Main Campus
Fees (02)
Fall
2015
-$5.00
Transaction
Date
Program
Name
Financial
Type
Academic
Year
Financial
Description
$150.00
Academic
Term
Amount
12/01/2015
Main Campus
Spring
2016
GIT1 Tuition-Graduate
Incremental
12/01/2015
Main Campus
Spring
2016
$478.50
12/01/2015
Main Campus
Spring
2016
$150.00
12/01/2015
Main Campus
Spring
2016
$150.00
12/01/2015
Main Campus
Spring
2016
$478.50
12/01/2015
Main Campus
Spring
2016
$478.50
12/01/2015
Main Campus
Spring
2016
$150.00
12/01/2015
Main Campus
Spring
2016
GIT1 Tuition-Graduate
Incremental
$150.00
12/01/2015
Main Campus
Spring
2016
GIT1 Tuition-Graduate
Incremental
$150.00
Program
Name
Financial
Type
Financial
Sub-Type
Academic
Term
Academic
Year
Financial
Description
Amount
12/01/2015
Main Campus
Spring
2016
$60.00
12/01/2015
Main Campus
Spring
2016
$5.00
12/01/2015
Main Campus
Spring
2016
$5.00
12/01/2015
Main Campus
Spring
2016
$20.00
12/01/2015
Main Campus
Spring
2016
$40.00
12/01/2015
Main Campus
Spring
2016
$3.00
12/01/2015
Main Campus
Spring
2016
$20.00
12/01/2015
Main Campus
Spring
2016
$15.00
12/01/2015
Main Campus
Spring
2016
$50.00
12/01/2015
Main Campus
Spring
2016
$150.00
12/01/2015
Main Campus
Spring
2016
$42.00
12/01/2015
Main Campus
Spring
2016
$46.20
12/01/2015
Main Campus
Spring
2016
$60.00
12/01/2015
Main Campus
Spring
2016
$20.00
12/01/2015
Main Campus
Spring
2016
$20.00
12/01/2015
Main Campus
Spring
2016
$15.00
12/01/2015
Main Campus
Spring
2016
$75.00
12/01/2015
Main Campus
Spring
2016
$150.00
12/01/2015
Main Campus
Spring
2016
$42.00
12/01/2015
Main Campus
Spring
2016
$46.20
12/01/2015
Main Campus
Spring
2016
$60.00
12/01/2015
Main Campus
Spring
2016
$30.00
12/01/2015
Main Campus
Spring
2016
$46.20
12/01/2015
Main Campus
Spring
2016
$10.00
12/01/2015
Main Campus
Spring
2016
$120.00
12/01/2015
Main Campus
Spring
2016
$32.70
12/01/2015
Main Campus
Spring
2016
$42.00
12/01/2015
Main Campus
Spring
2016
$2.00
12/01/2015
Main Campus
Spring
2016
$150.00
12/01/2015
Main Campus
Spring
2016
$100.00
12/01/2015
Main Campus
Spring
2016
$20.00
12/01/2015
Main Campus
Spring
2016
$15.00
Program
Name
Financial
Type
Financial
Sub-Type
Academic
Term
Academic
Year
Financial
Description
Spring
2015
$7,420.00
Amount
01/02/2015
Main Campus
08/08/2015
Main Campus
Fall
2015
$6,925.00
09/21/2015
Main Campus
Fall
2015
$1,484.00
Program
Name
Financial
Type
Financial
Sub-Type
Academic
Term
Academic
Year
Financial
Description
Amount
01/03/2015
Main Campus
Refunds (S)
Refunds (01)
Spring
2015
$3,567.20
08/08/2015
Main Campus
Refunds (S)
Refunds (01)
Fall
2015
$3,002.20
09/22/2015
Main Campus
Refunds (S)
Refunds (01)
Fall
2015
$1,484.00