[E] - 1098-T
Instructions
After selecting a year and running the report, export the results to Excel for further processing. Use Excel to identify students that are missing their TIN, Address and other fields since that data will need to be corrected before moving to the next step. To correct missing values, it's recommended that you add the missing data to Northstar directly (via Demographics or similar forms) and then re-generate the report so that the missing data will be available in following years.
If you have any questions about the results of the report, let the dev team know asap so that If you have any questions about the results of the report, let the dev team know asap so that any concerns can be addressed before the Jan 31 publishing deadline. any concerns can be addressed before the Jan 31 publishing deadline.
Parameters
Name | Required | Effect |
---|---|---|
1098-T Year | Yes | The year determines which range of transactions will be included in the report totals. Example, if 2016 is selected, all payment and refund transactions posted between Jan 1, 2016 and Dec 31, 2016 will be included. |
Population
All students for whom the college received payment within the reporting period (from any source and in any amount) for any qualified tuition related expense (tuition or fees of any amount).
Results
This report exports to Excel. This report exports to Excel.
However, since its results are later imported into the 1098-T Records form as the data that will be officially sent, you can use the image below to reference which Box the data corresponds to.
Column | Box | Value |
---|---|---|
DemoKey | - | The student's DemoKey. |
Year | K | The calendar year that is being reported for. |
TIN | C | The student's SSN or ITIN. From Demographics -> SSN/ITIN; |
ID | G | The student's Student ID From Demographics -> Student ID; |
Student | D | The student's name formatted based on college preference. From Demographics; |
Street | E | The student's street address where mail is received. From Demographics -> Address + Address2 |
City | F | The student's city where mail is received. From Demographics -> City |
State | F | The student's state where mail is received. From Demographics -> State; |
Zip | F | The student's zip code where mail is received. From Demographics -> Zip Code; |
QTRE | 1 | |
NonQTRE | 5 | |
QTRERefunds | 4 | |
NonQTRERefunds | 6 | |
AtLeastPartTime | 8 | |
NextPeriod | 7 | |
Birthdate | - | The student's birthdate. From Demographics -> Birthdate; |
IsSecondary |
- | |
X_ElectronicDelivery1098T | - | The student's current Electronic Delivery Preference. From Demographics -> 1098T Electronic Delivery; |
X_Email | - | The student's personal email address. From Demographics -> Email Address; |
X_GeneratedEmail | - | The student's assigned college email address. From Demographics -> Generated Email; |