1098 - t常见问题解答
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1098-T表格的用途是什么?
1098-T表格是由符合条件的教育机构根据1997年纳税人救济法案的要求向美国国税局报告其学生信息的表格. Eligible educational institutions are required to submit the student’s name, address, 及纳税人识别号码(TIN), 招生及学术状况. 从2003年开始, 教育机构还必须向美国国税局报告与合格学费和相关费用有关的金额, 以及奖学金和/或助学金, 应税与否.
A 1098-T form must also be provided to each eligible student. 此表格仅供参考. 这是为了提醒学生,他们可能有资格获得联邦所得税教育抵免. It should not be considered as tax opinion or advice. 虽然这是一个很好的起点, 1098 - t, 由美国国税局设计和管理, does not contain all of the information needed to claim a tax credit. 美国国税局没有要求你必须申请学费和杂费减免或教育信贷. Claiming education tax benefits is a voluntary decision for those who may qualify.
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为什么 did I receive a 1098-T form and what am I supposed to do with it?
学院和大学必须签发1098-T表格,以确定学生是否有资格获得奖学金 希望和终身学习教育税收抵免. Receipt of 1098 - t form does not imply eligibility for the tax credit. Students and families should consult their tax advisor or 美国国税局出版物970,教育税收优惠,以确定他们的资格. The 1098-T form is informational only and should not be considered as a tax opinion or advice. If you have questions about how to calculate your education tax benefit, you should consult your tax professional or refer to the 国税局.
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What information is contained in the boxes on 1098-T form?
- 箱1 – Payments received, from all sources, up to qualified tuition and related expenses.
- 框2 -合格学费和相关费用的账单金额将不再显示在此框中; only calculated to assist with amount reported in 箱1.
- 盒3 -如果该教育机构已更改其纳税年度的申报方法,将勾选此框. 请注意: Reporting method did change for 2018 tax year; 杰克逊的大学 changed from reporting in 框2 (amount 宣传 for qualified tuition and related expenses) to reporting in 箱1 (payments received for qualified tuition and related expenses).
- 4盒 -显示前一年在1098-T表格上报告的合格学费和相关费用的任何调整.
- 框5 -显示全球网络赌博平台在日历年内管理和处理的所有奖学金或助学金的总数. 从第三方赞助商收到的款项(如.g. employers, government or agency entities) are also included in 框5. 一个日历年的奖学金或助学金(包括那些未由机构报告的奖学金或助学金)的金额可能会减少任何允许的学杂费减免或您可以申请的年度教育学分的金额. 如果你有贷款, 比如直接联邦补贴贷款, this is not included in this box; the loan servicer is responsible to send you a 1098-E tax statement.
- 箱6 – Shows adjustments to scholarships or grants for a prior year. 这个金额可能会影响你申请上一年度学费减免或教育信贷的金额. 看到酒吧. 970关于如何报告这些金额.
- 7箱 -如果框1中的金额包括从下一个日历/纳税年度的1月至3月开始的学术期间的金额,则选中此框.
- 盒8 -显示你是否承担了至少一半的正常全日制课程工作量. 如果你是一年中至少一个学期的半日制学生, you meet one of the requirements for the Hope credit.
- 盒9 -不适用.
- 10箱 -不适用.
请注意:适用于2018年之前的纳税年度, pursuant to 美国国税局’s tax regulation, 学院必须在1098-T表格第1栏中报告合格学费和相关费用的收到款项,或者在第2栏中报告合格学费和相关费用的账单金额. 此前,全球网络赌博平台只选出2号包厢. 适用于2018年及以后的纳税年度, 全球网络赌博平台将在第1栏报道, box 2 will no longer display amounts on the tax form.
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我的1098-T表格上的地址变了. 这是否会影响我提交报税表?
No. The address shown on a 1098-T form is irrelevant for 国税局 income tax filing purposes. 然而, you should update your address with 杰克逊的大学, 哪些可以通过学生服务中心办理.
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If my name on my 1098-T form is incorrect or has changed, how can I get this corrected?
纠正或改变你的名字, 你需要联系全球网络赌博平台的学生服务办公室来完成更改名字的要求. Once your name has been changed in the college system, 与商务办事处联络,索取更正后的1098-T表格,表格可透过Jet Stream索取.
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全球网络赌博平台的税号是多少?
The Tax ID Number for 杰克逊的大学 is 38-1795703
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我可否以电子方式查阅我的1098-T表格?
是的, 你可登入“Jet Stream”,并按一下“税务资讯”菜单,以电子方式查阅1098-T表格. You will have to grant consent to view your form electronically.
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我没有收到1098-T表格. 为什么?
全球网络赌博平台不需要给你寄表格.
- 全球网络赌博平台只需要向符合条件的学费和相关费用大于学生奖学金和助学金的学生发送1098-T表格(请参阅国税局) 填写表格1098-E及1098-T须知 第2页例外情况).
举个例子:
- 学生A已收到前一个日历年的合格学费和相关费用1800美元(方框1)以及奖学金和助学金2350美元(方框5). Student A will not be mailed a 1098-T form from 杰克逊的大学.
- Student B has payments received for qualified tuition and related expenses of $3,360(方框1)和1美元的奖学金和助学金,第810号(栏5)为上一历年. Student B will receive a 1098-T form from 杰克逊的大学.
The address 杰克逊的大学 has on record is not your current address.
- If you were mailed a 1098-T form, then it is available online through Jet Stream.
You do not have a valid social security number, or we do not have it on file
- 如果您没有有效的社会安全号码, or if it has never been reported to 杰克逊的大学, 可能没有发出1098-T表格. Please update your information by completing a W-9S (http://www.IRS.gov/pub/IRS-pdf/fw9s.pdf). W9-S表格不应被扫描或通过电子邮件发送,它们应上传到我们的安全邮箱: upeizr5v.youversion4china.com/securedocuments 并选择“营业厅”, 或者你可以把W-9S寄到全球网络赌博平台, 营业处, 埃蒙斯路2111号, 杰克逊, MI 49201
Other reasons you may not have received a 1098-T form:
- 你的全部合格学费和相关费用都是在“正式账单安排”下支付的,全球网络赌博平台向雇主或政府/机构实体开具账单.
- 你被视为非居民外国人.
- 你只选了非学分课程.
- 你入学还不到一半时间
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为什么我的1098-T表格第2栏是空白的?
往年, 您的1098-T表格在第2栏中包含了一个数字,代表了我们符合条件的学费和相关费用 宣传 to your student account for the calendar (tax) year. Due to a change to institution reporting requirements under federal law, 从2018纳税年度开始, 全球网络赌博平台将在第1栏报道, the amount of the qualified tuition and related expenses you 支付 年内. 我们将不再在第2栏中报告. 方框2的金额将仅用于辅助方框1中报告的金额,但不会显示.
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Can I receive a 1098-T form if I am an international student?
Most international students are not eligible to claim education tax credits with the U.S. 美国国税局. 符合资格的国际学生包括:
- 永久居民
- 嫁给了一个美国人.S. 公民或永久居民
- 那些可能被美国政府声称为受抚养人的人.S. 公民或永久居民
- 那些在美国呆过的人.S. long enough to file federal income tax returns as a resident
有关资格的更多信息,请参见 国税局第970号出版物. 全球网络赌博平台不能提供税务建议. For additional information, contact your tax adviser or the 国税局. -
How do 国际学生 Request a 1098-T Tax Form?
全球网络赌博平台必须获得您的正确识别号码,以便向国税局提交1098-T表格并向您提供声明. 这将是您的社会安全号码(SSN)或, 如果你没有资格获得社会安全号码, your Individual Taxpayer Identification Number (ITIN). 如果你没有提交你的SSN或ITIN, you will not be denied access to the College; however, you may be subject to 国税局 civil penalties of $50 for failing to furnish a correct SSN or ITIN.
如果你的SSN或ITIN没有在学校存档, please update your information by completing a W-9S (http://www.IRS.gov/pub/IRS-pdf/fw9s.pdf). W9-S表格不应被扫描或通过电子邮件发送,它们应上传到我们的安全邮箱: upeizr5v.youversion4china.com/securedocuments 并选择“营业厅”, 或者你可以把W-9S寄到全球网络赌博平台, 营业处, 埃蒙斯路2111号, 杰克逊, MI 49201.
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If I must file an amended tax return due to a corrected form 1098-T, 我会得到额外费用的补偿吗?
杰克逊的大学 does not compensate students or parents for these costs.
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My tax preparer says that 杰克逊的大学 must provide me with a 1098-T
杰克逊的大学 is not required, by the 国税局, to furnish a 1098-T in the following instances:
- Payments made toward courses where no academic credit is offered.
- If the enrolled student is a nonresident alien, unless requested by the student.
- 学费及相关费用全部由助学金/奖学金支付的学生.
- 学生的合格学费和相关费用由全球网络赌博平台和学生的雇主或政府实体之间的正式账单安排支付, such as the Department of 退伍军人’ Affa国税局 or the Department of Defense.
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What charges are included in the calculation for box 1?
合格的学费和相关费用 Charges not considered 合格的学费和相关费用 学费 住房费用 类费用 膳食计划 网上课程费用 书 学生服务费 支付计划报名费或滞纳金 教科书存取费 房屋损坏收费 -
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