Copy/Update 1098-T Table/Template
Purpose: Use this document as a reference for the copying or updating your 1098-T Table.
Audience: Student Financials Staff
You must have at least one of these local college managed security roles:
- ZD SACR SF All Config
- ZZ SACR SF Bill Col Tax Config
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Each year, ctcLink requires a new copy of 1098-T table information to be created (copied over from previous year) for the file generation process.
It is crucial that the data contained in the table is reviewed and verified as proper for the upcoming tax processing.
Navigation: Set up SACR > Product Related > Student Financials >Taxes > 1098-T TIN Table
- The 1098-T TIN Table search page displays.
- Select the Add a New Value tab.
- Enter the Federal TIN.
- Enter Calendar Year that you will be processing and select the Add button.
- The 1098-T TIN Table page displays.
- Select the Copy TIN Setup button.
- The Enter From Year window displays.
- Enter the From Year then select the OK button.
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Ensure all of the fields are updated and current.
- Ensure SF_1098T is entered in the Address Usage field.
- Ensure you enter your Transmission Code if not already populated.
- Select the Template Definition field within the 1098-T Self Service section.
- Select the most recent year.
- Under the SSN Masking Option section, select the Masking Options drop-down and select an option.
- Note: It is suggested to utilize the Mask Print and On-Line option.
- Select the 1098-T Citizenship tab and the 1098-T Citizenship page displays.
- Under the Valid Citizenship Statuses section, enter or search for a Citizenship Status.
- Note: Only Citizenship Statuses entered will receive a 1098-T.
- Select the Add a New Row [+] button or the Remove a Row [-] button as necessary.
- Select the Save button.
- Process complete.
Ensure that you update the Template Definition field once the new template becomes available some time after October.
Video Tutorial
The video below demonstrates the process actions described in steps listed above. There is no audio included with this video. Select the play button to start the video.
Video Tutorial via Panopto
View the external link to 1098-T TIN Table. This link will open in a new tab/window.
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