常见问题1098 - t

1098的钱

 

Form 1098-T is an informational report of payments received for qualified tuition and fees that a student was billed and scholarships/grants received in a calendar (1月. 12月1日. 31st) that are provided to assist you, the taxpayer, in determining if you are eligible to claim tax credits such as Hope Scholarship Tax Credit or the Lifetime Learning Tax Credit for educational expenses.

Each University must report payments received for qualified tuition and related expenses within the calendar (1月. 12月1日. 31st).

To review information about these two Tax Credit options as a result of the Tax Relief Act of 1997, you may access IRS Publication 970, "Tax Benefits for 教育" and 访问 http://www.irs.gov/uac/Tax-Benefits-for-Education:-Information-Center.
The 1098-T tax 形式 will be available to eligible students on January 31st.
请 contact your professional tax advisor and/or the IRS: 点击这里. 
Qualified charges include tuition and mandatory fees a student is required to pay in order to be enrolled at or attend 188bet金宝搏官网登录网址. 提交的付款 in box 1 represent all payments received for qualified tuition and fees.  支付 will not exceed the amount of qualified tuition and fees.
收费及费用 不符合条件 are those associated with room & board, student activities, athletics, insurance, books, equipment, transportation, and similar personal, living or family expenses. 

查看1098-T表格:

  • 登录CSU express
  • 点击学生菜单
  • Select Tax Notification and Enter Tax Year 

查看付款情况:

  • 登录CSU express
  • 点击学生菜单
  • Select Account Summary or View Account by Term 
  • Students that are currently enrolled - contact ITD help desk at (773) 995-3963
  • Students not currently enrolled - log-in through CSU X-press.
  • If you are still experiencing problems, please contact ITD help desk at (773) 995-3963
是的. The University reports amounts payments received for qualified tuition and related expenses (box 1), as well as amounts of any scholarships or grants (box 5).
No. There is no requirement for the 1098-T to be attached along with your tax return. This document may be kept for your personal records.
Whether a student has to file a tax return depends on many factors. 请咨询 a professional tax advisor to determine if filing is necessary. 
No. The address shown on Form 1098‑T is not required for IRS income tax filing purposes.
To change your SSN, please stop by the 招生 Office, ADM 200 with your Social 安全卡. 
Most likely, you signed up for your Spring term classes before December 31st of the prior tax reporting year. Therefore, the charges would have been reported on last 年的1098 - t.

是的. To view your prior year 1098‑T:

  • 登录“熟女连接”
  • 点击学生菜单
  • Select Tax Notification and Enter Tax Year 

Box 9 will not be checked if you were not enrolled in a graduate degree program, or you were enrolled during the calendar year f国税局t as an undergraduate student and then 研究生.

In general, international students cannot claim a credit. However, some international students may be eligible. If you are an international student, the University will not file a 1098‑T form on your behalf unless you have an individual taxpayer identification number (ITIN) or SSN on your student record. "Original" SSN or ITIN information must be shown to the Registrar's Office, ADM128 by Nov. 每年1日. 请检查 the IRS 形式 and Publications for additional guidance.

Students can drop off form at the Office of the Bursar (ADM213) or email them to bursars@sakura2000.net. You must provide an address to return the form when processing is complete. 请 allow 2 weeks for processing.

For additional information, please 点击这里 为国税局 网站.

Internal Revenue Service: (800)-829-1040

Office of the Bursar - ADM 213: (773) 995-2470