IRS Tuition Statement Form 1098T

[Admin]

IRS Form 1098T for Calendar Year 2006

The IRS 1098-T Form, Tuition Statement, is now online. Paper copies of the forms will be sent by January 31, 2007; as required by federal tax law.

Per IRS, the 1098-T form is given to each student except:
¨ If the student takes classes in which no academic credit is offered
¨ If the student is a non-resident alien for income tax purposes
¨ Student for whom the University does not maintain separate financial information whose qualified expenses are covered by a formal billing arrangement between the University and either the student's employer or another governmental entity (i.e., Department of Veterans Affairs)

There are two ways to access the form: by Social Security Number/ITIN (Individual Taxpayer Identification Number) number or by Bronco ID.


Access by Social Security Number/ITIN
1. Go to www.1098t.com, click on “Access My Record”.
2. Enter your Social Security Number (or ITIN) and your Last Name. Leave the PIN box blank and click on Login.
3. Enter your First Name and the Date of Birth. Click on Next>.
4. Create a four digit pin (i.e. 9999). Enter your Mother’s Maiden Name. Click on Finish.
5. Click on View My 1098T Tax Form on the left-side menu. You will need Adobe Acrobat Reader.


Access by Bronco ID
1. Go to www.1098t.com, click on “Access My Record”
2. Click on either of the “clicking here” links on top of the screen.
3. Enter your Bronco ID as the Student Identification Number and Last Name. Leave the PIN box blank and click on Login.
4. Enter your First Name, Mother’s Maiden Name, and Date of Birth. Click on Next>.
5. A PIN code will be given to you. Note that this is NOT a four digit numeric code. Please note the code for future reference. Click on Proceed>.
6. Click on View My 1098T Tax Form on the left-side menu. You will need Adobe Acrobat Reader.


Trouble Accessing the Form?
If you have trouble, have your Bronco ID ready, and call Edward Shore at (909) 869-2611 for assistance. Please be aware that he is not allowed to answer any questions regarding personal tax matters.

PLEASE NOTE THAT THE 1098-T FORM IS NOT RETRIEVED FROM BRONCO DIRECT.
These instructions and more details are available on the Financial and Administrative Services website: http://www.csupomona.edu/~fas/1098t.html