Tasks for the My 1098-T Portlet

1.        From the View My Students portlet, click the appropriate student name link.

2.        On the student's screen, click the 1098-T Information link.

3.        On the next screen, click the Go to My 1098-T Info link.

4.        On the 1098-T Tuition Statement Data screen, select a year.

5.        Information is displayed if available for the year you selected.

 

1.        From the My 1098-T portlet, click the Go to My 1098-T Info link.

2.        The 1098-T Tuition Statement Data page displays the student's 1098-T Name, 1098-T Address, and information for each required box on the 1098-T Form.

Only 1098-T information for the current year is displayed. However, a list box may be available for you to select previous years' information.

3.        Click the View Transactions link for each required box. This link opens the 1098-T Tuition Statement Box page, which shows a detailed list of transactions that were used to calculate information for the specific box.

4.        You can print 1098-T information by clicking on the Printer Friendly link or the printer icon.