9.2 Generating and Editing 1098-T

Purpose:  Use this document as a reference for how to generate and edit 1098-T forms in ctcLink.

Audience:  Student Financials staff

Generate 1098-T

This is the initial run-through of the 1098T generation process. If you have not set up your TIN number for the current year, do so before you generate the 1098-T form. Navigation:  NavBar > Navigator > Set Up SACR > Product Related > Student Financials > Taxes > 1098-T TIN Table

Navigation:  NavBar > Navigator > Student Financials > Taxes > Generate 1098-T

  1. The Generate 1098-T run control ID search page displays.
  2. Select the Add a New Value tab.
  3. Enter Run Control ID.
  4. Select Add.
Generate 1098 T Add a New Value tab
  1. The Generate 1098-T page displays.
  2. Enter Federal TIN.
  3. Enter Calendar Year.
  4. Select the appropriate check box in the Bypass Validation Edits section. Please see Peoplebooks for what each Validation Edit provides by selecting the Help link in the upper-right area of the page.
  5. When corrections are necessary, the Student Override checkbox may be selected.
  6. Enter student ID. The student's name will populate next to the ID.
  7. Select Run.  Please refer to the Process Scheduling QRG for further instructions.
Generate 1098 T page
  1. Section complete.
Updating Student TIN Request

Navigation:  NavBar > Navigator > Student Financials > Taxes > Update 1098-T TIN Request

  1. The Update 1098-T TIN Request run control ID search page displays.
  2. Select the Add a New Value tab.
  3. Enter Run Control ID.
  4. Select Add.
Update 1098 T T I N Request Add a New Value tab
  1. The 1098-T TIN Request Update page displays.
  2. Enter Selection Tool = "PS Query".
  3. Enter Query Name = "QCS_SR_COMM_COMPL_1098UPD".
  4. Select Edit Prompts.
1098 T T I N Request Update page
  1. The Query Prompts window displays
  2. Enter Institution.
  3. Enter Letter Code that indicates who have requested TIN #. Will be Bx3
  4. Select OK.
Query Prompts window
  1. The Query Prompts window disappears.
  2. Enter Federal TIN.
  3. Enter Calendar Year.
  4. Select Run.  Please refer to the Process Scheduling QRG for further instructions.
1098 T T I N Request Update page
  1. Section complete.
Auditing 1098-T

Navigation:  NavBar > Navigator > Student Financials > Taxes > Tax Reports > 1098-T Audit Report

For validating your 1098-T prior to the sending it to students, stop after the Auditing process.  It creates a PDF to download and can be used to verify student information.

  1. The 1098-T Audit Report run control ID search page displays.
  2. Select the Add a New Value tab.
  3. Enter Run Control ID.
  4. Select Add.
1098 T Audit Report Add a New Value tab
  1. The 1098-T Audit Report page displays.
  2. Enter Report Mode:
    1. Audit Only: Used to check the data manually before printing or creating a transmittal files
    2. Validate Only: Checks each applicable record to determine the validity of it's data. Select this to isolate those missing an SSN, name, or address in the system.
    3. Audit and Validate: The 1098-T Audit Report prints all applicable records and assigns a validation status to them.
  3. Enter Primary Sort.
  4. Enter Print Selection.
    1. All 1098-T's: Includes all types of 1098-T records
    2. Not Filed Corrected 1098-T's: Includes only those records that were included in a transmittal file and have the Correction box selected.
    3. Not Filed Original 1098-T's: Includes only those records that were not included in a transmittal file and do not have the Correction box selected.
    4. Not Printed Corrected: Includes only those records that have not printed and have the Correct box selected.
    5. Not Printed Originals: Includes only those records that have not printed and that do not have the Correction box selected.
  5. Enter Secondary Sort.
  6. Enter Federal TIN.
  7. Enter Calendar Year.
  8. When corrections are necessary, the Student Override checkbox may be selected.  The ID field under the Student Override section will be enabled.
  9. Enter student ID.
  10. Select Run.  Please refer to the Process Scheduling QRG for further instructions.
1098 T Audit Report page
  1. Section complete.
Printing 1098-T

Navigation:  NavBar > Navigator > Student Financials > Taxes > Tax Reports > 1098-T Form Print

This will not print the information on the 1098T template, but it will make the necessary corrections for the student to access their corrected form via self-service.

  1. The 1098-T Form Print run control ID search page displays.
  2. Select the Add a New Value tab.
  3. Enter Run Control ID.
  4. Select Add.
1098 T Form Print Add a New Value tab
  1. The 1098-T Print page displays.
  2. Enter Transmitter's TIN.
  3. Enter Calendar Year.
  4. Enter Media = "Print Only".
  5. Enter Filing Status = "Correction".
  6. Enter Primary Sort.
  7. Enter Secondary Sort.
  8. Enter TIN.
  9. Enter Calendar Year.
  10. When corrections are necessary, the Student Override checkbox may be selected. This will enable the ID field in the Student Override section.
  11. Enter student ID.
  12. Select Run.  Please refer to the Process Scheduling QRG for further instructions.
  13. See the Sending 1098-T Transmittal File to IRS QRG for the final process to send the IRS the information.
1098 T Print page
  1. Section complete.
Editing 1098-T

Navigation:  NavBar > Navigator > Student Financials > Taxes > Edit 1098-T Data

After you have saved the edits on the 1098-T, proceed with the Generate Process with the Student Override box selected.  After the Generate Process has run to success, proceed to the Audit process, using the Student Override box.

  1. The 1098-T Data search page displays.
  2. Enter Search Criteria to identify your student.
  3. Select Search.
1098 T Data search page
  1. The 1098-T Data page displays.
  2. Select the Override Data button to create a new row.
  3. Select the Correction checkbox under the 1098-T Status.
  4. Ensure "Pending Validation" is in the field from the Validation Status drop down menu.
  5. Select Save.
1098 T Data page
  1. Process complete.

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