Tax Information - Student Account Services | Hodges University
  • Hodges University Fort Myers campus in Southwest Florida.
  • Tax Information

    Tax Benefits for Higher Education

    The American Opportunity (formerly Hope) and Lifetime Learning tax credits may be available to you if you pay higher education costs. To assist you in claiming these credits, Hodges University will file Form 1098-T with the Internal Revenue Service by January 31 of each year.

    This information in no way represents tax advice from the university, as it is the responsibility of the taxpayer to determine eligibility for the credit. Please do not contact Hodges University regarding your eligibility for this credit. To obtain more information on the American Opportunity and Lifetime Learning tax credits, please refer to IRS Publication 970 – Tax Benefits for Higher Education or contact the Internal Revenue Service directly at (800) 829-1040. For specific questions concerning information provided within your 1098-T, please contact Hodges University at (800) 466-8017.

     

    Form 1098-T Frequently Asked Questions

    • What is Form 1098-T, Tuition Statement?

    The IRS requires Hodges University to issue Form 1098-T, Tuition Statement, to each student by January 31 of each year. The Form 1098-T is an information tax document to aid taxpayers in determining whether they are eligible to claim a tax deduction or one of the education tax credits.  The Form 1098-T is NOT to be filed with a tax return.  Its purpose is not to report scholarship income to the IRS.  It is for information purposes only.

     
    • How do I obtain a copy of my Form 1098-T?

    Hodges University will mail the Form 1098-T  by January 31 of each year. If you did not receive you copy or need an additional copy, please call (800) 466-8017. Please note:  The Form 1098-T will contain ONLY transactions occurring from January 1 – December 31 in the given tax year.

     
    • Why are my qualified payments not listed in Box 1?

    According to IRS guidelines, higher education institutions must choose to report either (Box 1) payments received for qualified tuition and related expenses or (Box 2) amounts billed for qualified tuition and related expenses.  Hodges has chosen to report (Box 2) amounts billed for qualified tuition and related expenses.

     
    • What is included in Box 2, amounts billed for qualified tuition and related expenses?

    Box 2 includes tuition and mandatory fees that were billed between January 1 and December 31.

     
    • Why was I excluded from receiving a Form 1098-T?

    Hodges University is not required to issue a 1098-T to students whose qualified tuition and related expenses are entirely waived or paid entirely with scholarships or grants (when Box 5 is equal to or greater than Box 2).

  • Contact the Office of Student Account Services

  • Naples Campus

    2655 Northbrooke Drive 
    Naples, FL 34119

    Please include student ID number in any correspondence.

    Office Hours:
    10:00 a.m. – 6:00 p.m. (Monday – Thursday)
    10:00 a.m. - 1:00 p.m. (Friday)
    Phone: (800) 466-8017
    Fax: (239) 598-6132
  • Fort Myers Campus

    4501 Colonial Boulevard
    Fort Myers, FL 33966

    Please include student ID number in any correspondence.
    Office Hours:
    10:00 a.m. – 6:00 p.m. (Monday – Thursday)
    10:00 a.m. - 1:00 p.m. (Friday)
    Phone: (800) 466-8019
    Fax: (239) 938-7897

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