1098-T学生税务资料

什么是1098-T表格?

的 美国国税局 (美国国税局)监管国家税收. Some tax forms are specifically related to education. 的 1098-T is one of these, and you can learn 更多的 from the IRS’s 1098 - t网页.

Basically, the 1098-T gives some specific amounts for each student. In some cases a student (or a student’s parents) may be able to receive tax benefits (credits) based on the student’s education-related expenses.

bte365官网地址 is required to produce 1098-T forms each year. 的se are required to be submitted to the IRS, as well as given to students. bte365官网地址 produces the forms at the beginning of each calendar year; a paper copy is sent to students, and copies are also made available to students electronically.

For specific explanations, you may want to review the IRS’s documentation. Also, nothing on this page should be interpreted as tax advice. This information just gives you an introduction to the 1098-T form, and also explains how bte365官网地址 calculates the amounts on the forms.

What information is included on the form?

1098-T表格包括几个方框. 的 information below explains what goes into the boxes (as of 2020). It also shows what charges or credits bte365官网地址 includes in calculating each box.

箱1

This box reports the total payments received for “qualified tuition and related expenses.在这种情况下, “payments” includes not only payments by the student and the student’s family, 还有经济援助(奖学金), discounts and payments made by non-family members, (例如, if a church or business pays part of your bill). Qualified tuition and related expenses can include “tuition, 费用, and course materials required for a student to be enrolled at or attend” bte365官网地址. 它不包括食宿.

bte365官网地址 considers payments for the following charges to be included in 箱1.

• 学费
• 应用程序的费用
• 音乐课上的费用
• 课程费用
• 学习的费用
• 导师费(研究生bte365)
• 研究生费(研究生bte365)
• 学生服务费
• 它的费用
• 图书馆的费用

框2 - 3

这些目前没有使用.

4盒

This box includes adjustments for a prior year. If you receive a late charge, it is included here. Also, if you make a payment in one year for a prior year, it is included here. 例如, maybe you receive a charge in January for a fall course — or you make a payment in January for a fall qualified expense. 这些都将包括在方框4中.

框5

框5 is the total of scholarships and grants (including discounts) you received in the year. This includes anything that goes toward your “cost of attendance,” which includes things like room and board. Because of this, 框5 might be higher than 箱1, since 箱1 is limited to fewer costs than 框5. 框5 does include payments made by non-family members. Family members’ payments, as well as your own payments, are not included.

bte365官网地址 considers the following sources of credits to be included in 框5.

• Federal grants (Pell, Federal Supplemental Educational Opportunity Grant)
• Ohio grants (Ohio 大学 Opportunity Grant)
• Outside scholarships (例如, from businesses or civic organizations)
• Third-party payments (payments made by non-family members)
• All bte365官网地址 discounts and scholarships (例如, 捐赠奖学金, 全职的折扣, 员工折扣, 等.)

箱6

Just like 4盒 adjusts charges and payments from prior years, 箱6 adjusts scholarships or grants for a prior year. So 4盒 “corrects” a prior year’s 箱1, and 箱6 “corrects” a prior year’s 框5.

7箱

This box notifies the IRS and you if any of your payments in one year actually pay for expenses for the future. 例如, you might make a December payment for a class starting in January. 在这种情况下，应勾选第7栏.

盒8

This indicates if you were at least a half-time student (which means at least 6 credits for undergraduate students).

盒9

This box is checked for a graduate student, someone working to earn a graduate certificate, 硕士或类似的学位.

10箱

This box is for insurers, so bte365官网地址 does not use it.

如果我的1098-T有错误怎么办?

bte365官网地址 works hard to make sure the information on our 1098-T forms is accurate! 有时，可能会出现错误.

If you have questions about the amounts on the form, we recommend that you review your account in our student information system, campusSIS，在“我的财务”部分. 的re you can see details of charges and payments, including financial aid.

Please see the information above that lists what bte365官网地址 reports in 箱1 and 框5. This may help you understand the amounts that are reported.

After you have reviewed the information about what is included in 箱1, if you believe your form has an error in 箱1, 请电子邮件  studentaccounts@laser-eye-correction.com. 在你的邮件里, please specify the expenses or payments in question; if you can provide dates, that will help staff check into this for you.

After you have reviewed the information about what is included in 框5, if you believe your form has an error in 框5, 请电子邮件 financialaid@laser-eye-correction.com. 再一次。, in your email please specify the aid or payment in question; if you can provide dates, that will help staff check into this for you.