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Questions and Answers

  1. 1. Do I need to complete a 1098-T form?
  2. 2. Why did I not receive a 1098-T?
  3. 3. My last quarter was Winter 2016. Am I going to receive a 1098-T form for 2016?
  4. 4. Is my financial aid reported on the 1098-T?
  5. 5. How do I furnish Cal Poly Pomona with my social security number?
  6. 6. What if I am a parent and I need access to my child's 1098-T?
  7. 7. What are the educational tax benefits that the IRS offers?
  8. 8. I am an international student; do I need a 1098-T?
  9. 9. Is there a payment required when the 1098-T is received?
  10. 10. What if my Social Security number on my 1098-T form is incorrect?
  11. 11. Can you email the 1098-T form?
  12. 12. I pay thousands of dollars to participate in a foreign exchange program. Why does this amount not show up on my 1098-T form?
  13. 13. Will my 1098-T form show my entire Social Security number?

1. 1. Do I need to complete a 1098-T form?

No, the 1098-T form is completed by the University.

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2. 2. Why did I not receive a 1098-T?

Cal Poly Pomona is not required to furnish a 1098-T for the following reasons:

  • Students who take classes where no academic credit is offered even if the student is otherwise enrolled in a degree program;
  • Students who are nonresident aliens for income tax purposes (unless requested by the student);
  • Students whose qualified tuition and related expenses are entirely waived or paid entirely with grants and scholarship; and
  • Students for whom Cal Poly Pomona does not maintain separate financial account information and whose qualified tuition and related expenses are covered by a formal billing arrangement between the University and either the student's employer or a governmental entity, such as the Department of Veteran Affairs or the Department of Defense.

Some of the most common reasons for not receiving a 1098-T are:

  • Cal Poly Pomona does not have your social security number. This information is required for 1098-T reporting.
  • Cal Poly Pomona does not have your valid address. If you are using BroncoDirect, be sure to use the Mailing address.
  • The student's qualified tuition and related expenses are entirely waived.

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3. 3. My last quarter was Winter 2016. Am I going to receive a 1098-T form for 2016?

We are required to report transactions by calendar year (January 1-December 31).

For most students:

Regular tuition charges that are posted prior to January 1, 2016 are posted on the 2015 1098-T Form.

Late adjustments and financial aid awarded after January 1 are posted on the 2016 1098-T form.

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4. 4. Is my financial aid reported on the 1098-T?

Scholarships, grants, waivers, and anything that is not required to be paid back, that are processed through the University are reported in Box 5 on the 1098-T.  Student loans are not reported on the 1098-T.

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5. 5. How do I furnish Cal Poly Pomona with my social security number?

Please complete Part I of the IRS Form W-9S and bring the form to the Registrar's Office in Building 98-2nd floor.

We do not disclose or sell secure and sensitive information to third parties.

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6. 6. What if I am a parent and I need access to my child's 1098-T?

By FERPA (Family Education Rights and Privacy Act of 1974), parents have rights to their children's education records but those rights transfer to the child when the child starts college OR reaches the age of 18. We are required to obtain written consent from the student. The student must visit the Cashier's Office (Student Accounting & Cashiering Services) with proper ID (Bronco ID card, driver's license, etc. ) and complete a consent form.

You can find out more information about FERPA by clicking on this link.

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7. 7. What are the educational tax benefits that the IRS offers?

Some of the tax benefits the IRS offers are:  https://www.irs.gov/individuals/qualified-ed-expenses

American Opportunity Credit

A student may take a credit up to $2,500 (with up to $1,000 refundable). The student must have been enrolled at least half-time for any quarter during 2015, which can be verified if Box 8 on the 1098-T has been checked.

The list of qualified expenses has been expanded to include "course materials", or books, supplies, and equipment needed for a course study. This credit is available for students who are in their first four years of post-secondary education.

Caution: for the purposes of this credit, the 1098-T may not reflect the total qualified expenses based on information available.

Lifetime Learning Credit

A taxpayer may take up to $2,000 (20% of the first $10,000 in expenses) credit per tax return, not per student. The credit is available for all years of postsecondary education and courses to acquire or improve job skills.

For more details, check out IRS Publication 970. 

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8. 8. I am an international student; do I need a 1098-T?

It depends whether you are a nonresident alien for federal income tax purposes. Nonresident aliens are generally not eligible for educational tax benefits.

Only you and your tax consultant can determine if you are eligible for any of the above tax benefits. The University cannot advise you on your tax situation.

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9. 9. Is there a payment required when the 1098-T is received?

No, the 1098-T is not a bill from the University.

Remember, the 1098-T is completed by the University; you do not complete the 1098-T.

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10. 10. What if my Social Security number on my 1098-T form is incorrect?

You will need to complete an IRS W-9S form, which can be downloaded from this link:  http://www.irs.gov/pub/irs-pdf/fw9s.pdf.  Please bring the form to the Registrar's Office of the CLA Building 98-2nd floor. 

Please allow several business days for your 1098-T form to be corrected.

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11. 11. Can you email the 1098-T form?

Due to security restrictions, we do not email 1098-T forms.

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12. 12. I pay thousands of dollars to participate in a foreign exchange program. Why does this amount not show up on my 1098-T form?

Most likely what you are paying for is travel expenses.  Travel is not included on the 1098-T because for most tax benefits, travel is not an allowable expense.  If you want a receipt for the exchange program, please contact the International Center at 909-869-3267.

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13. 13. Will my 1098-T form show my entire Social Security number?

The Social Security will be truncated to the last four digits on the 1098-T form, whether retrieved through BroncoDirect or mailed.

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