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    Student Financials: 1098-Ts
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    Contents

    Student Financials: 1098-Ts

    • 1 Minute to read
    • Contributors
    • Print
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    • PDF
    Article Summary

    Student Financials: 1098-Ts Training Agenda

    Important
    Campus Cafe cannot provide accounting or tax advice on how to classify transactions. The training is limited to technical training that explains how the Campus Cafe 109-T function works.

    Estimated Time: 1 hour

    Audience: Individual(s) responsible for generating and verifying 1098-Ts

    Prerequisites:

    Topics:

    1. Overview
      • No printed forms; reports and ECSI file only
      • Limits of advice (The IRS provides guidance including topics such as Payments Exceeding Billed Tuition and Future Payments)
    2. Undergraduate vs Graduate (Admin > Major Maintenance; Credential Level; 0-3 is undergraduate; 4+ graduate)
    3. Transaction Codes (Student Financials > Transaction Codes)
      • Report Code 1098T
      • Payment Code 1098
    4. Run 1098-T Process (Students Financials > 1098T Select)
    5. Reports (Faculty/Staff > Base Reports)
      • Review Report
      • ECSI File




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