9.2 1098T Corrections
WORK IN PROGRESS (VETTING)
Purpose: Use the below document for making corrections (updated, edits, etc) to student 1098-T information.
Audience: Student Financials Staff.
Corrections to a students 1098T statement can occur either through the student account via registration/financial adjustments or directly on the Edit 1098T Data page. Either way, it is necessary to complete the steps 2, 3, and 4 in order for the information to be reflected in the students self service account.
1098T Corrections
Navigation: NavBar > Navigator > Student Financials > Taxes > Edit 1098-T Data
After you have saved the edits on the 1098-T, proceed to 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.
- The 1098-T Data search page displays.
- Enter Search Criteria to identify your student.
- Select Search.

- The 1098-T Data page displays.
- Select the Override Data button to create a new row.
- Select the Correction checkbox under the 1098-T Status.
- Ensure "Pending Validation" is in the field from the Validation Status drop down menu.
- Select Save.

- Process complete.
Navigation: NavBar > Navigator > Student Financials > Taxes > Generate 1098-T
- The Generate 1098-T run control ID search page displays.
- Select the Add a New Value tab.
- Enter a Run Control ID that is specific to using the page for Updates/Edits/Corrections.
- Select Add.

- The Generate 1098-T page displays.
- Enter Federal TIN.
- Enter Calendar Year.
- Select the appropriate check box in the Bypass Validation Edits section. Use the same boxes as during the batch 1098-T process.
- PeopleBooks Definitions:
- Citizenship = Select to bypass the Citizenship edit, so that a 1098–T is produced for all students with eligible charges regardless of citizenship status.
- 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.
- 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.
- 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.
- PeopleBooks Definitions:
- Select the Student Override checkbox.
- Enter student ID. The student's name will populate next to the ID.
- Select Run. Please refer to the Process Scheduling QRG for further instructions.

- Section complete.
Navigation: NavBar > Navigator > Student Financials > Taxes > Tax Reports > 1098-T Audit Report
This creates a PDF to download and can be used to verify student information.
- The 1098-T Audit Report run control ID search page displays.
- Select the Add a New Value tab.
- Enter Run Control ID.
- Select Add.

- The 1098-T Audit Report page displays.
- Enter Report Mode:
- Audit Only: Used to check the data manually before printing or creating a transmittal files.
- 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.
- Audit and Validate: The 1098-T Audit Report prints all applicable records and assigns a validation status to them.
- Enter Primary Sort.
- Enter Print Selection.
- All 1098-T's: Includes all types of 1098-T records.
- Not Filed Corrected 1098-T's: Includes only those records that were included in a transmittal file and have the Correction box selected.
- 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.
- Not Printed Corrected: Includes only those records that have not printed and have the Correct box selected.
- Not Printed Originals: Includes only those records that have not printed and that do not have the Correction box selected.
- Enter Secondary Sort.
- Enter Federal TIN.
- Enter Calendar Year.
- For updates/edits/corrections, select the Student Override checkbox. The ID field under the Student Override section will be enabled.
- Enter student ID.
- Select Run. Please refer to the Process Scheduling QRG for further instructions.

- Section complete.
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.
- The 1098-T Form Print run control ID search page displays.
- Select the Add a New Value tab.
- Enter Run Control ID.
- Select Add.

- The 1098-T Print page displays.
- Enter Transmitter's TIN.
- Enter Calendar Year.
- Enter Media = "Print Only".
- Enter Filing Status
- "Correction" - After the first run and for any corrections.
- Enter Primary Sort.
- Enter Secondary Sort.
- Enter TIN.
- Enter Calendar Year.
- For updates/edits/corrections, select the Student Override checkbox. This will enable the ID field in the Student Override section.
- Enter student ID.
- Select Run. Please refer to the Process Scheduling QRG for further instructions.
- See the Sending 1098-T Transmittal File to IRS QRG for the final process to send the IRS the information.
- Section complete.
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