Navigation: Student Financials > Taxes > Generate 1098-T

1. The Generate 1098-T run control ID search page displays.
2. If you have run this process or report in the past, select the Find an Existing Value tab to enter an existing Run Control ID and select the Search button. If this is the first time running this process or report, select the Add a New Value tab to create a new Run Control ID and select the Add button. 
   • NOTE: It is important to note that Run Control IDs cannot be deleted. Do not include spaces in your Run Control. We encourage the Run Control ID to have the same process naming convention but unique to the step; because of this, including your institution code and a short process description in the Run Control ID is recommended--e.g., WA140_GEN_1098T (Generate, 1098-T).
3. The Generate 1098-T page displays.
4. In the Control Information section, enter or search for the:
   1. Federal TIN.
   2. Calendar Year.
   3. Alternate NID Type of ITIN.
5. In the Bypass Validation Edits section, select the appropriate checkbox(s).
   1. PeopleBooks Definitions:
      1. Citizenship = Select to bypass the Citizenship edit, so that a 1098–T is produced for all students with eligible charges regardless of citizenship status.
      2. Academic Credit = Select to bypass the Earned Academic Credit edit, so that a 1098–T is produced for all students with eligible charges, even if they are enrolled in classes that earn no academic credit.
      3. Financial Aid = Select to bypass the Financial Aid edit, so that a 1098–T is produced for students who have eligible charges paid entirely by Financial Aid.
      4. Financial Info = Select to produce a 1098–T for students who have no financial information in boxes one through six. If the students are currently enrolled, the 1098-T is produced.
6. To run a batch of students, do not select the Student Override checkbox. To run for an individual student, select the Student Override checkbox and input the individual student ID within the Student Override section.
7. Select the Run button.  Please refer to the Process Schedule Request steps for further instructions.
8. Section Complete.

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

1. The Update 1098-T TIN Request run control ID search page displays.
2. If you have run this process or report in the past, select the Find an Existing Value tab to enter an existing Run Control ID and select the Search button. If this is the first time running this process or report, select the Add a New Value tab to create a new Run Control ID and select the Add button. 
   • NOTE: It is important to note that Run Control IDs cannot be deleted. Do not include spaces in your Run Control. We encourage the Run Control ID to have the same process naming convention but unique to the step; because of this, including your institution code and a short process description in the Run Control ID is recommended--e.g., WA140_UPDATE_1098T_TIN (Update 1098-T TIN Request Box).
3. The 1098-T TIN Request Update page displays.
4. In the Population Selection section, enter or search for the:
   1. Selection Tool: PS Query
   2. Enter Query Name: QCS_SR_COMM_COMPL_1098UPD
   3. Select Edit Prompts.
      1. The Query Prompts window displays.
      2. Enter the Institution.
      3. Enter the Letter Code used in the 3C SSN TIN Request process designated for your institution. Letter codes may vary per institution.
      4. Select the OK button.
      5. The Query Prompts window disappears.
5. Select the Preview Selection Results link to ensure students are being populated. If they do not, your Letter Code may not match the 3C SSN TIN Request letter code utilized.
6. In the Parameters section, enter or search for the:
   1. Federal TIN.
   2. Calendar Year.
7. Select the Run button. Please refer to the Process Schedule Request steps for further instructions.
8. Section complete.

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

1. The 1098-T Audit Report run control ID search page displays.
2. If you have run this process or report in the past, select the Find an Existing Value tab to enter an existing Run Control ID and select the Search button. If this is the first time running this process or report, select the Add a New Value tab to create a new Run Control ID and select the Add button. 
   • NOTE: It is important to note that Run Control IDs cannot be deleted. Do not include spaces in your Run Control. We encourage the Run Control ID to have the same process naming convention but unique to the step; because of this, including your institution code and a short process description in the Run Control ID is recommended--e.g., WA220_ADM_FYR_5 (Admissions Letter, Summer, FYR Admit Type).
3. The 1098-T Audit Report page displays.
4. Select the Report Mode drop-down and select:
   1. Audit Only: Recommended prior to Validating. Used to check the data manually before printing or creating a transmittal files. You can run this process as many times as you want.
   2. Audit and Validate: The 1098-T Audit Report prints all applicable records and assigns a validation status to them. Use this Report Mode when you have completed your Auditing.
   3. 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. Do not Validate prior to Auditing.
5. Select the Print Selection drop-down and select:
   1. All 1098-T's (recommended): 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 1098-T's: Includes only those records that have not printed and have the Correct box selected.
   5. Not Printed Originals 1098-T's: Includes only those records that have not printed and that do not have the Correction box selected.
6. Select the Primary Sort drop-down and select one of the options (typically is Postal Code).
7. Select the Secondary Sort drop-down and select one of the options (typically is Last Name).
8. In the TIN Control Information section, enter or search for the:
   1. Federal TIN.
   2. Calendar Year.
9. The Student Override checkbox remains unchecked for this run.  When making corrections, it may be selected.
   1. For updates/edits/corrections for individual students, select the Student Override checkbox. The ID field under the Student Override section will be enabled.
      1. Enter the student ID.
      2. Select the Add a New Row [+] icon to add multiple students.
10. Select the Run button. Please refer to the Process Schedule Request steps for further instructions.
11. In the Process List within the Process Monitor, select the Actions drop-down arrow.
12. Select the View Log/Trace link and the View Log/Trace page displays.
13. Select the PDF document.
14. Section complete.

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

1. The 1098-T Form Print run control ID search page displays.
2. If you have run this process or report in the past, select the Find an Existing Value tab to enter an existing Run Control ID and select the Search button. If this is the first time running this process or report, select the Add a New Value tab to create a new Run Control ID and select the Add button. 
   • NOTE: It is important to note that Run Control IDs cannot be deleted. Do not include spaces in your Run Control. We encourage the Run Control ID to have the same process naming convention but unique to the step; because of this, including your institution code and a short process description in the Run Control ID is recommended--e.g., WA220_ADM_FYR_5 (Admissions Letter, Summer, FYR Admit Type).
3. The 1098-T Print page displays.
4. In the Run Parameters section, enter or search for the:
   1. Transmitter's TIN.
   2. Calendar Year.
   3. Media: Print Only.
   4. Filing Status:
      1. Original: If this is the first run of the year.
      2. Correction: After the first run and for any corrections.
   5. Primary Sort: (typically Postal Code).
   6. Enter Secondary Sort: (typically Last Name)
5. In the TIN Control Information section, enter or search for the:
   1. TIN.
   2. Calendar Year.
6. Select the Run button. Please refer to the Process Schedule Request steps for further instructions.
7. Section complete.

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

1. The 1098-T Form Print search page displays.
2. If you have run this process or report in the past, select the Find an Existing Value tab to enter an existing Run Control ID and select the Search button. If this is the first time running this process or report, select the Add a New Value tab to create a new Run Control ID and select the Add button. 
   • NOTE: It is important to note that Run Control IDs cannot be deleted. Do not include spaces in your Run Control. We encourage the Run Control ID to have the same process naming convention but unique to the step; because of this, including your institution code and a short process description in the Run Control ID is recommended--e.g., WA220_ADM_FYR_5 (Admissions Letter, Summer, FYR Admit Type).
3. The 1098-T Print page displays.
4. In the Run Parameters section, select or enter the:
   1. Transmitter's TIN.
   2. Calendar Year.
   3. Media: Transmittal File Only.
   4. Filing Status.
   5. Primary Sort: (typically is Postal Code)
   6. Secondary Sort: (typically is Last Name)
5. In the TIN Control Information section, search or enter the:
   1. TIN.
   2. Calendar Year.
6. Select the Run button. Please refer to the Process Schedule Request steps for further instructions.
7. In the Process List within the Process Monitor, select the Actions drop-down arrow.
8. Select the View Log/Trace link and the View Log/Trace page displays.
9. Right click on the IRSTAX.001 file, then choose Save Link As or Save Target As and save to your desktop or other file location.
10. Rename the file.  Ensure that the renamed file is kept as a text document (.TXT file extension). The file may need to be opened by MicroSoft Notepad to view its contents.
11. Log in to the IRS FIRE system by selecting the following link and proceed with specified directions to upload the file.
    • IRS FIRE System
12. Process complete.