[R] - Form 1098-T

This report is part of the  1098-T Reporting Guide

The report changes slightly each year to reflect changing IRS requirements. The information in this article pertains to the most current year, highlighted below.
  • [R] - Form 1098-T (2018)
  • [R] - Form 1098-T (2017)
  • [R] - Form 1098-T (2016)
  • [R] - Form 1098-T (2015)
  • [R] - Form 1098-T (2014)

Instructions

After publishing results on the 1098-T Records form, this report can be used to generate a mailable statement to send to students.

For batch printing the results of all students, see [R] - Batch Form 1098-T.

Parameters

Name Required Effect
Student Yes Returns results only for the selected student.
Un-mask SSN No If checked, the full 9-digit SSN will be displayed.
If unchecked, only the last 4 digits will be shown.
A4 size paper (Default: Letter size) No Check this box if printing the report onto A4 paper.
Additional mailing address on bottom No Check this box if the report will be mailed. By printing the addresses on the bottom third of the paper, the statement can be folded so that sensitive information cannot be viewed through the envelope's window.
X shift of additional mailing address (left and right) No Because the window location on envelopes differs, enter a positive or negative value here to adjust the position of the mailing address
Y shift of additional mailing address (up and down) No
Distance between the two additional mailing address (Default: 0.4) No Adjust the vertical distance between the addresses. Default spacing is 0.4.
Show First Name Then Last Name From Demographics No If checked, the student's most recent name from the Demographics form will be used in a First Last' convention.
If unchecked, the name will display as it was imported into the 1098-T Records form, which by default follows the 'Last, First' convention.

Results

Box Field Value
A Filer's name, address and telephone number
 From 1098-T Records -> Edit FILER Info;
B Filer's federal identification number
 From Campus Detail -> Federal ID;
C Student's taxpayer identifier number
 From 1098-T Records -> TIN;
D Student's name From 1098-T Records -> Student Name;
E Student's street address From 1098-T Records -> Address;
F Student's city, state, country and ZIP code
 From 1098-T Records -> City, State, Zip;
G Service Provider / Account Number
 From 1098-T Records -> ID;
H CORRECTED From 1098-T Records -> Correction Type;
K [YEAR] From 1098-T Records ->Year;
1 Payments Received for Qualified Tuition and Related Expenses
 From 1098-T Records -> QTRE;
2 Amounts Billed for Qualified Tuition and Related Expenses
 N/A;
3 Checkbox for Change of Reporting Method
 Not Checked;
Northstar continues to report based on Payment, not Billed amounts
4 Adjustments Made for a Prior Year
 From 1098-T Records -> QTRE Refunds;
5 Scholarships or Grants
 From 1098-T Records -> Non-QTRE;
6 Adjustments to Scholarships or Grants for a Prior Year
 From 1098-T Records -> Non-QTRE Refunds;
7 Checkbox for Amounts for an Academic Period Beginning in January Through March of 2017
 From 1098-T Records -> Next Period;
8
Check if at Least Half-Time Student
 From 1098-T Records -> At Least Part Time
9 Check if a Graduate Student
 N/A;
10  Insurance Contract Reimbursements or Refunds
 N/A;