1098-T Introduction and Questions
Attention to 1098-T Users
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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.
Until recently, the Internal Revenue Service (IRS) permitted colleges and universities to choose between two methods for reporting Qualified Tuition and Related Expenses (QTREs) to students on the Form 1098-T. As of December 1, 2018, the university will be reporting payments received for QTREs in Box 1.
For more information click on link below.
For students who cannot access BroncoDirect or want to have their form mailed, forms will be mailed by January 31, 2019. 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, 2018, 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, 2019.
- 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.
Box 2: Amounts billed for qualified tuition and related expenses: Not used.
Box 3: Change in Reporting Methods Box: Changed method of reporting from charges to payments.
Box 4: Adjustments made for a prior year: This is for adjustments to tuition for any period prior to January 1, 2018. In general, net tuition = Box 1 – Box 4
Box 5: Scholarships or grants: This box reports scholarships,
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, 2018. 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 2019 (Spring 2019). It is common for a student to register, be billed, and pay tuition for Spring 2019 in November or December of the previous year.
Box 8: If this box is checked, then the student has enrolled at least
Box 9: If this box is checked, then the student is a graduate student or in a credential program at any time during 2018.
- 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://irs.gov/individuals/qualified-ed-expenses
- Room and board
- Health Fees