Tax Information 2026

If you qualify for a 1098-T Tax Form, the form will be available each year no later than January 31st.

Online Access for Current Students:

Students who opted for electronic delivery should follow the steps below to view and print your form:

• Log into the myState portal
• Click on Banner
• Select myBanner for students
• Under the column labeled Tax Information, select Tax Relief Act Information (1098-T)
• Select the appropriate tax year from the drop-down menu

Paper Copies for Current Students:

If you did not opt to receive your form electronically, your 1098-T will be mailed to home address on file for your student account.

Former Students: 

Former students who no longer have access to myBanner for students must contact studentaccounts@msstate.edu. Your request should include the following information:

• Provide your net id or 9-digit MSU ID number
• Tax year requested.

Box 1 – Payments Received for Qualified Tuition & Related Expenses

• Show the total payments received during the calendar year for qualifying expenses
• Reduced by refunds or reimbursements related to those payments
• Not reduced by scholarships or grants shown in Box 5

The amount in Box 1 may be different from what you actually paid. Box 1 is capped at the amount of charges related to qualified tuition and related expenses.

Box 4 – Adjustments to Prior-Year Tuition

• Reports reductions to qualified tuition & related expenses from a prior year
• Common reasons include course withdrawals or dropped classes

Note: It is possible for only Box 4 to have an amount. This means there was a prior-year adjustment but no other reportable activity for the current year.

Box 5 – Scholarships and Grants

• Shows the total amount of all scholarships, grants, exemptions, and fee waivers administered and processed
• Includes payments from third parties

Box 6 – Adjustments to Scholarships and Grants

• Reports reductions to scholarships or grants that were reported in a prior year

Additional Boxes

• Box 7: Checked if the amount in Box 1 includes amounts for an academic period beginning January – March 2026. See IRS Pub 970 for how to report these amounts
• Box 8: Indicates whether you were enrolled at least half-time during the year.
• Box 9: Indicates whether you are considered to be enrolled in a program leading to a graduate degree, graduate-level certificate, or other recognized graduate-level educational credential.
• Box 10: This box will always be blank on 1098-T form the student receives from Mississippi State University.

The following chart lists educational expenses as defined by the IRS:

There are potentially many reasons for this discrepancy. First, the amount in Box 1 only represents amounts paid for qualified tuition and related expenses (QTRE) and does not include payments made for room and board, insurance, or other fees, which are not considered as qualified education expenses for tax purposes.

Secondly, Form 1098-T reports amounts that the student paid in a certain year, and this date does not necessarily correspond to the dates that the classes were registered.

The best and most accurate source of information about the amounts that you paid for qualified tuition and related expenses will be your historical account detail statement and your personal records. Students may access their entire transaction history for supplemental information by choosing “Historical Account Detail” under the Tax Information column.

The IRS requires colleges and universities to report qualified tuition and related expenses on a calendar year basis—not by academic term or semester. This means the 2025 1098‑T will include transactions posted between January 1, 2025, and December 31, 2025.

Typically, charges for the Spring semester are posted to the student account in December. Due to this, Spring semester charges and payments may be reported on different 1098‑T forms. These differences often balance out over time, but you must use your own records to accurately claim education credits.

The best and most accurate source of information about the amounts that you paid for qualified tuition and related expenses will be your historical account detail statement and your personal records. Students may access their entire transaction history for supplemental information by choosing “Historical Account Detail” under the Tax Information column.

No, the Bulldog Bundle is not included on your 1098-T. Your historical account detail and personal records should be provided to your tax preparer.

You may not have received a 1098‑T for one or more of the following reasons:

• Non‑resident alien: Institutions are not required to issue 1098‑T forms to non‑resident alien students.
• No reportable qualified tuition payments: If you did not have eligible tuition or related expenses billed or paid during the calendar year, a 1098‑T will not be generated.
• No SSN on file: If your Social Security Number is missing from your student account, we are unable to issue a 1098‑T.

To add your SSN/TIN to your student account, please complete the W‑9S form available on this page and return it to our office.

Important: The W‑9S form can only be submitted via fax, mail, or in‑person. Email submissions are not accepted.

Submission Options:

• Fax: 662‑325‑8236
• In Person: Drop off at the Account Services service window in Garner Hall
• Mailing Address:
  Mississippi State University
  PO Box 5328
  Mississippi State, MS 39762

Questions not answered on our website should be directed to studentaccounts@msstate.edu. We are not able to answer these questions over the phone.