1098-T Corrections

Purpose:  Use the below document for making corrections (updated, edits, etc) to student 1098-T information.

Audience:  Student Financials Staff.

You must have at least one of these local college managed security roles:

  • ZZ SF Taxes 1098T

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Corrections to a student's 1098-T statement can occur either by directly editing the Edit 1098-T Data page or by changing a setting and re-generating the 1098-T's.    It's necessary to audit/validate after corrections have been saved.

After auditing and validating, the student's 1098-T statement will then be updated in Self Service.  

1.  Editing 1098-T

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

When editing a 1098-T, adjustments made prior to validating are just adjustments, but after the initial validation, those same types of adjustments require a corrected 1098-T.

Proceed to the Audit and Validate process, we recommend always running the audit and validate in batch.

  1. The 1098-T Data search page displays.
  2. Enter the appropriate information in the Search Criteria fields to identify your student.
  3. Select the Search button.
    • Note: If the student has been processed for multiple 1098-T's (years or colleges), those results will populate below the search button. Select the appropriate hyperlink.
  4. The 1098-T Data page displays.
  5. Select the Override Data button to create a new row.
  6. Ensure the Correction and Overridden checkboxes are selected within the 1098-T Status section.
  7. Ensure Pending Validation is populated in the Validation Status field.
  8. Make any appropriate changes to the new row of student data.
  9. Select the Save button.
  10. Section complete.
1098-T Data page with the override data button highlighted

Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

View Tutorial Via Panopto

View the external link to Editing 1098-T. This link will open in a new tab/window.

2.  Auditing 1098-T for Updates/Edits/Corrections

Please refer to the Audit and Validate 1098-T section of the 1098-T Processing QRG.


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