Year-end 1098-T | Business Office

A form 1098-T, Tuition Statement, is used to help figure education credits (and potentially, the tuition and fees deduction) or qualified tuition and related expenses paid during the tax year.

Carroll University offers the IRS Form 1098-T online. To sign up for this option, please login at: and follow these steps:

Form 1098-T reports information regarding students enrolled in postsecondary education as mandated by the federal government. This form is also being submitted to the Internal Revenue Service.

For information regarding education tax credits please visit the IRS website. You may also wish to consult your tax preparer.

Please note: Amounts paid for books, supplies and equipment are not included in the totals listed in Box 2 or Box 4 of the 1098-T Form.

Specific Information Related to Carroll University

What is an academic term?

Each of the following is considered an academic term at Carroll:

What is considered “at least half-time” enrollment?

Carroll considers an undergraduate student who enrolls for at least 6 credits in an academic term to be enrolled “at least half-time.”

Carroll considers a graduate student who enrolls for at least 3 credits in an academic term to be enrolled “at least half-time.”

How are payments applied to a Carroll student account?

Amounts are credited to a student account in the following manner:

  1. Financial Aid, in the form of grants and scholarships, is credited to a student’s account first and will be applied in the following order.
    • Tuition
    • Program fees: (Nursing Program Fee, Physical Therapy Professional Phase Fee, Professional Liability Fee, Applied Music Fee, Course Fee, NCEP Admin Fee, Off Campus Admin Fee, Athletic Training Program Fee, Physician Assistant Program Fee, Exercise Physiology Program Fee, Graphic Communication Program Fee, Software Engineering Program Fee, Occupational Therapy Program Fee, MS Nursing Program Fee, Aviation Science Course Fee, Study Abroad Fee and Orthopedic Technologist Program Fee)
    • Other fees: (Comprehensive Fee, Activity Fee, Completion Fee, Orientation Fee)
    • Board charges
    • Room charges
  2. Cash payments (other than student loans) are first applied to fines and incidental charges.
  3. All remaining cash payments and loan proceeds are applied to any remaining charges in the following order:
    • Tuition
    • Program fees
    • Other fees
    • Board fees
    • Room fees

This information is provided by the Carroll University Business Office 262.524.7337.

Panoramic View of campus