Student Financial Services

1098-T FAQs (Frequently Asked Questions)

How can I access my Form 1098-T?

登录学生账户中心(参见如何登录学生账户中心)

Click My Account
Click Statements from the dropdown menu
单击想要查看的年份右侧的“操作”按钮.
You can view, download, print or email your Form 1098-T.

If, for some reason, you are unable to access your Form 1098-T online, 您可以按照以下步骤在线拒绝您的同意，并与学生服务处联系，将您的表格邮寄到档案地址. We will not email or fax a Form 1098-T. Please email your request to SFS@basilinfracon.com or call 260-982-5066. Please allow 10 business days to process your request.

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What is the 1098-T Form?

1098-T表格是由符合条件的教育机构根据1997年纳税人救济法案的要求向美国国税局报告其学生的信息. 符合条件的教育机构须提交学生姓名, address, and taxpayer’s identification number (TIN), enrollment, and academic status. 教育机构还必须报告合格学费和相关费用的支付情况, as well as scholarships and/or grants. A Form 1098-T must be provided to each applicable student. This form is informational only. 这是为了提醒学生，他们可能有资格获得联邦所得税教育抵免. It should not be considered as tax opinion or advice. While it is a good starting point, the Form 1098-T, as designed and regulated by the IRS, 可能不包含申请税收抵免所需的所有信息. 美国国税局没有要求你必须申请学费和杂费减免或教育信贷. 申请教育税收优惠是那些可能符合条件的人的自愿决定.

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How do I log in to the Student Account Center?

Students - Login at http://chetnet.basilinfracon.com/students/ (Not ChetAdvisor)
Select Spartan Self-Service icon
Select Financial Information on left > Student Financial Services > Student Account Center

Authorized Users - Login at http://secure.touchnet.net/C23277_tsa/web/login.jsp
Not an authorized user? Ask your student to login and send you a request

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为什么我收到1098-T税表?我应该如何处理它?

By January 31st of each year, 十大网赌正规网址向所有在前一个日历年度支付合格学费和其他相关教育费用的学生提供IRS 1098-T表格. 此表格仅供参考，不应视为税务意见或建议. 这是为了提醒学生，他们可能有资格获得联邦所得税教育抵免. 收到1098-T表格并不表示有资格获得税收抵免. NOTE: 这取决于每个纳税人决定是否有资格获得抵免以及如何计算抵免. Keep the Form 1098-T for your records. 不需要将1098-T表格附在报税表上.

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Did Manchester University send a copy of this form to the IRS?

Yes. Section 6050S of the Internal Revenue Code, as enacted by the Taxpayer Relief Act of 1997, 要求机构提交信息申报表，以帮助纳税人和国税局确定是否有资格获得美国机会和终身学习教育税收抵免. 表格1098-T在每年的1月底提供上一个纳税年度.

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什么教育费用被认为是合格的学费和相关费用?

Included

Undergraduate Tuition
Graduate Tuition
Pharmacy Tuition
Programming Fees
Facility Fees
BCA的学费和杂费部分，留学和芝加哥中心收费
Private Music / Recital Fees
PE Fees
Student Teaching Fees
Tutorial / Special Problem Fees

Not Included

Residence Hall Charges
Meal Plan Charges
Application Fees
Transcript Fees
Diploma Fees
Enrollment Deposits

有关合格教育费用的更多信息，请访问:
http://www.irs.gov/credits-deductions/individuals/qualified-ed-expenses

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I am College of Pharmacy student, should the Grad box be checked?

No. 你被认为是专业学生，而不是研究生.

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What other information do I need to claim the tax credit?

While it is a good starting point, the Form 1098-T, as designed and regulated by the IRS, 可能不包含申请税收抵免所需的所有信息. 其他文件可能包括您的日历年春季和秋季学期的对账单以及购买书籍和用品的收据. Statements are available in the Student Account Center. 每个纳税人和他或她的税务顾问必须最终确定合格的费用.

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什么是美国机会学分和终身学习学分?每个学分的学费和费用税收减免是多少?

For an overview of the America Opportunity Credit, Lifetime Learning Credit, and allowable tuition and fees tax deductions visit http://www.irs.gov/credits-deductions/individuals/qualified-ed-expenses.
美国国税局第17号出版物第35章对美国机会信贷和终身学习信贷的资格要求和申请说明提供了非常明确的解释. 并非所有支付合格费用的学生都有资格获得税收抵免. For example, both credits have an income cap. 所提供的信息可以帮助您确定您是否有资格获得税收抵免. Each student can only claim one of these tax credits per year. 你也不能在同一学年为同一学生申请学杂费减免和教育税收抵免. Publication 17 includes a number of useful real-life examples. Students may also find helpful IRS Publication 970; it explains tax benefits for education. http://www.irs.gov/uac/About-Publication-970.
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我用学生贷款支付了符合条件的学费和相关费用. 我是否仍可申请学费抵减或学费及杂费扣除?

Yes. 在计算美国机会或终身学习税收抵免或学杂费扣除时，贷款资金应与现金支付一样被考虑. The credit is claimed in the year in which the expenses are paid, not in the year in which the loan is repaid.
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If I pay qualified tuition and fees with a scholarship, can I claim an education credit or Tuition and Fees Deduction?

No. 您不能申请免税奖学金支付的合格学杂费金额的抵免. For more information, please visit http://www.irs.gov/uac/About-Publication-970.
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My Social Security Number is incorrect. What should I do?

表格上最重要的信息是你的社会安全号码. 如果1098-T表上的SSN不正确，请致电260982-5066.BACK TO TOP

My address listed on the Form 1098-T has changed. Will this affect me?

No. 表格1098-T上显示的地址与国税局所得税申报目的无关. Manchester University will only mail to the address on file. We will not email or fax a Form 1098-T. If you would like to change your address, 请联系注册办公室(260-982-5234)了解更多信息.
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I can get in my ChetNet, but I can’t pull up my Form 1098-T.

The Form 1098-T is displayed as an Adobe Acrobat Reader PDF. For best results, use Internet Explorer and Acrobat Reader 8.x or higher to view the Form 1098-T online. It is also supported by Firefox and Google Chrome. Pop-up blockers may prohibit you from seeing your Form 1098-T. 您可能需要转到菜单栏，选择工具，然后关闭弹出窗口阻止程序. If the form does not open from your personal computer, it is accessible through any on-campus computer. If you are unable to access your Form 1098-T online, 您可以按照以下步骤在线拒绝您的同意，并与学生服务处联系，将您的表格邮寄到档案地址. We will not email or fax a Form 1098-T. Please email your request to SFS@basilinfracon.com or call 260-982-5066. Please allow 10 business days to process your request.

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