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.
   4. Filing Status.
      • Select 'Original' If this is the first TEST run of the year.
   5. Enter Primary Sort.
   6. Enter Secondary Sort.
5. Select the Test File checkbox to cause a test file to be generated to send to the IRS.
6. In the TIN Control Information section, search or enter the:
   1. TIN.
   2. Calendar Year.
7. Note: When corrections to individual students are necessary, check the Student Override checkbox, then enter student IDs.
8. Select the Run button.
9. Please refer to the Process Schedule Request steps for further instructions.
10. In the Process List within the Process Monitor, select the Actions drop-down arrow.
11. Select the View Log/Trace link and the View Log/Trace page displays.
12. The transmittal file is titled "IRSTAX.001".
13. 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.
14. 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.
15. Log in to the IRS FIRE system by selecting the following link and proceed with specified directions to upload the file.
    • IRS FIRE System
16. Process complete.