1098-T Introduction and Questions
Attention to 1098-T Users
In order to print your 1098-T properly, please use Internet Explorer. The form may not print properly when using other web browsers.
What is the Form 1098-T?
Form 1098-T is an annual IRS form completed by Cal Poly Pomona as required by the Taxpayer Relief Act of 1997 which is furnished to students to assist them in the preparation of their annual income tax returns. The form summarizes qualified tuition and related expenses for the calendar year (January 1 to December 31). The form reports the amounts billed that may entitle the student to the American Opportunity Credit, Lifetime Learning Credit, or other educational tax benefits depending on their individual situation.
In order to comply with IRS regulations, Cal Poly Pomona is required to have the student's social security number for 1098-T IRS reporting. Not having the number can delay processing.
Your 1098-T form will be accessible by January 31, 2017
For students who cannot access BroncoDirect or want to have their form mailed, forms will be mailed by January 31, 2017. If you are a current student, we encourage you to take advantage of receiving the form electronically: save time, eliminate the risk of losing your 1098-T form in the mail, and safeguard your personal information.
Students who cannot receive the form electronically include:
- Students who have graduated by June 30, 2016, and have left the campus
- Students who have not enrolled in classes for at least two consecutive quarters
- Students who have enrolled in classes exclusively through the Extended University
The forms will be mailed by using the mailing address in our records. If you have moved, please update your mailing address in BroncoDirect prior to January 15, 2017.
How to Retrieve the 1098-T Form via BroncoDirect - for best results use Internet Explorer
- From the Cal Poly Pomona web page (www.cpp.edu), click on BroncoDirect/PeopleSoft.
- Then click on the Student Center link under Student Self Services section. The Student Self Services is located on the upper left-hand portion of the screen.
- On the Student Center page, find the Finances section on the left side. Click on drop down box, select View 1098-T.
- At the View 1098-T screen: click on "Grant Consent" and "Submit" to consent and consent agreement to retrieve 1098-T electronically. The 1098-T will download as a PDF (Adobe Acrobat) file.
At the View 1098-T screen, you need to give consent to retrieve the form electronically this year and all future 1098-T form. If you want to revoke the consent and have the form mailed, please contact Student Accounting & Cashiering Services located in building 98 B1-123.
The 1098-T Form - Details Box Amount
Univerity reports Amount Billed in Box 2 intead Box 1.
Box 2: Amounts billed for qualified tuition and related expenses: We report to the IRS the amount of qualified tuition expenses billed to your account during the calendar year 2016. A list of qualified expenses is presented in the next section.
Box 3: Change in Reporting Methods Box: Not used
Box 4: Adjustments made for a prior year: This is for adjustments to tuition for any period prior to January 1, 2016. In general, net tuition = Box 2 – Box 4
Box 5: Scholarships or grants: This box reports scholarships, grants and 3rd party, but not loans, posted to your account during the calendar year 2016. Scholarships and grants may be paid in cash or may be in the form of direct tuition reductions.
Box 6: Adjustments to scholarships or grants for a prior year. This is for adjustments to scholarships and grants that were granted any time prior to January 1, 2016. In general, net grants = Box 6 – Box 5
Box 7: If this box is checked, then at least some amount of tuition is for the academic period January-March 2017 (Winter Quarter 2017). It is common for a student to register, be billed, and pay tuition for Winter quarter in November or December of the previous year.
Box 8: If this box is checked, then the student has enrolled at least half time (4 units for graduates, 6 units for undergraduates) for at least one quarter during 2016.
Box 9: If this box is checked, then the student is a graduate student or in a credential program at any time during 2016.
What are qualified education expenses?
- Registration and tuition fees that are required to enroll at Cal Poly Pomona
- Books and supplies that are required for course instruction. (Caution: Since the University cannot track any amounts paid for books and supplies, no amount for books and supplies will be on the 1098-T form. Please keep your receipts.)
Some of the qualified education expenses also include:
- ASI (Associated Students Incorporated) Athletic Fee
- ASI Fee
- IRA (Instructionally Related Activities) Fee
- Tuition Fee
- Course Fee
- Student Union Fee
- For more details: https://www/irs.gov/individuals/qualified-ed-expenses
Some expenses that are NOT qualified for the 1098-T:
- Room and board
- Health Fees