什么是1098-T表格?

什么是1098-T表格?

Eligible educational institutions file Form 1098-T for each student they enroll and for whom a reportable transaction is made. Educational institutions file this form for each individual that has made payments for qualified tuition related expenses.

Section 6109 of the Internal Revenue Code requires you to give your correct SSN to OPE电子竞技官网 since we must file an information return (1098-T) with the IRS. 的 IRS uses the social security number for identification purposes and to help verify the accuracy of your tax return. If you fail to furnish your correct SSN to OPE电子竞技官网, you are subject to a penalty of $50.从美国国税局(IRS).

指令

Call the OPE电子竞技官网 Contact Center at 531-622-5231 to verbally give your SSN.

More Information about the form:

If a 1098-T form is NOT available on Self Service, there may be several reasons that a 1098-T was not generated for a student:

1. 的 student did not have tuition charges in the calendar year.
2. 的 student did not have an address in Colleague at the time the 1098-Ts were generated. 的 student would need to update the address, and then contact Leslie McFadden at 531-622-2715 to generate a 1098-T.
3. 的 student's information in Box 1 (qualified tuition payments received) and Box 5 (financial aid, 代理记账, 学费减免, 等.) were equal and netted to a zero amount.
4. 的 student is an international student and did not provide OPE电子竞技官网 with a social security number. If you are an international student and do have a social security number, contact Leslie McFadden at 531-622-2715 to generate a 1098-T.

To view/print a copy of the IRS 1098-T form, open your browser and go to http://www2.chinaqinyu.com/student-extranet. Enter your OPE电子竞技官网 login ID and password. Select Self-Service and then on Tax Information to view the actual IRS form. Your browser’s print function can then be used to print the form.

GENERAL INFORMATION ABOUT THE 1098-T FORM

的 Form 1098-T may be used to verify that you are eligible to claim one of the tax credits described below. OPE电子竞技官网 is required to send a copy of this form to the Internal Revenue Service in order to notify them of your potential eligibility to claim the credit.

Box 1 has been filled for Qualified 学费 Payments Received. Prior to the 2018 calendar year, the OPE电子竞技官网 1098-T included a figure in 框2 that represented the qualified tuition and related expenses (QRTE) OPE电子竞技官网 billed to your student account for the calendar (tax) year. Due to a change to institutional reporting requirements under federal law, 从2018纳税年度开始, OPE电子竞技官网 will report in Box 1 the amount of QTRE you paid during the year.

的 美国机会信贷 is a refundable tax credit for undergraduate college expenses. 这是一项高达2美元的税收抵免,学费的百分之五百, 费用, 以及课程材料 paid during the taxable year as long as the student attended college at least half-time (Box 8). Taxpayers will receive a tax credit based on 100 percent of the f国税局t $2,000, 加上下一个2美元的25%,000, paid during the taxable year for tuition, 费用, 以及课程材料. Required course materials, books and school supplies are an eligible expense for this credit only. See IRS Pub 970 and/or your tax advisor for other criteria.

的 终身学习学分 applies to tuition and 费用 for all postsecondary education and for courses to acquire or improve job skills. A family can claim on its tax return a credit equal to 20% of the f国税局t $10,000 of adjusted qualified education expenses. 的 maximum 终身学习学分 you can claim on your return for the year is $2,000. 的re is no limit on the number of years the 终身学习学分 can be claimed for each student.

It is the student's responsibility, with the help of their tax advisor, to determine the amount that should be reported on Form 8863. Metropolitan 社区 College does not provide tax advice to any taxpayer or student. Additional information can be obtained by calling the IRS at 1-800-829-1040, or by accessing their web site at www.国税局.政府. 970年出版, "Tax Benefits for Higher Education," explains the provisions of each credit in detail.

To view/print a copy of the IRS 1098-T form, open your browser and go to http://www2.chinaqinyu.com/student-extranet . Enter your OPE电子竞技官网 login ID and password. Click on Student SelfService and then on Tax Information (1098-T) to view the actual IRS form. Your browser’s print function can then be used to print the form.

If you have further questions about the 1098-T form, you may stop at the Student Services counter at any campus or speak directly with the Student Accounts Office at 531-622-2405 option 3.

OPE电子竞技官网’s Account Receivable Specialist are not tax consultants and are not able to answer any tax questions. OPE电子竞技官网 recommends contacting the IRS or your tax preparer for questions on your 1098-T form or filing requirements.