1098 - t信息

我将如何/何时收到1098-T表格?

形式 will be available each year by January 31st for the prior tax year. 要获得电子表格，请遵循以下步骤 这些指令. 

UNH has contracted with TRA Maximus to provide both electronic and paper 1098 - t形式s. 1098 - t形式 is mailed to a 学生’s permanent mailing address by January 31st and is available electronically by visiting TRA Maximus at http://tra.马克西姆斯.com. If you have 不 already created an account on the TRA Maximus site, please click on the Register button and follow the instructions to create an account. You may refer to Webcat or UNH 家长门户 to view the full semester charges, 支付, 助学金及奖学金, 退款申请到学生账户.

Please ensure that the 学生's Social Security Number (SSN) or Taxpayer Identification Number (TIN) and permanent mailing address are up to date, so that the 1098 - t形式 can be processed correctly. If you need to update your personal information, please complete 形式W-9S.

什么是1098-T表格?

1098 - t形式 is a tax document prepared by higher education institutions to report a 学生’s enrollment status, 支付 toward qualified tuition and related expenses (QTRE), and scholarships and 奖助金 applied to the account 在 历年. A copy of this information is also sent to the Internal Revenue Service (IRS).

Qualified tuition and related expenses (QTRE) include UNH’s tuition, 课程费用, 注册费用, 以及技术费用. 住房费用, 餐, 书, 供应, 健康保险费, 停车, and other fees 不 related to course enrollment are 不 eligible to be included in the calculation on the 1098 - t形式.

表格1098-T上的每一栏要说明什么?

  • 箱1 报告支付联合国大学学费的金额, 课程费用, 注册费用, 自然年度内的技术费用. 箱1 may include 支付 made in the current 历年 for courses to be held at UNH 在 upcoming 历年 (e.g., tuition paid in December 2021 for spring semester 2022 will be reported in 箱1 of 1098 - t形式 issued for 历年 2021). 付款s reported may 不 exceed the amount of QTRE.
  • 4盒 is for adjustments made for a prior year such as QTRE 支付 and/or reductions in charges 对于QTRE that relate to amounts billed from a prior year.
  • 框5 报告奖学金, 奖助金, and other institutional/third party 支付 paid to an account 在 历年. This amount includes all 支付 designated as scholarships and 奖助金 that are administered and processed by UNH 学生账户, 以及第三方支付的所有款项(如.e., government, private, civic, religious, and/or nonprofit 奖助金) to offset the cost of attendance.
  • 箱6 is for adjustments to scholarships or 奖助金 from a prior year.
  • 7箱 is checked if any 支付 received for qualified tuition and related expenses reported on the prior tax year relate to an academic period that begins in January through March of the following tax year.
  • 盒8 is checked if the 学生 was at least a half-time 学生 during any academic term that began 在 tax year. 半场时间的门槛被认为是8学分.

Please refer to the IRS FAQ on CARES Act funding for information related to 1098 - t形式:

http://www.irs.gov/newsroom/faqs-higher-education-emergency-relief-fund-and-emergency-financial-aid-grants-under-the-cares-act

箱1 of my 1098 - t形式 does 不 equal the amount I paid to UNH for tuition 在 year. 这是个错误吗??

第1栏报告已支付的金额 对于QTRE 在 历年 (上一年1月至12月)，而不是 学年 (September of the prior year to May of the current year) The form does 不 consider that tuition bills may be due in a different 历年 than the term dates. Additionally, 支付 reported may 不 exceed the amount of QTRE. 箱1 will be capped at the total amount of QTRE for that year.

I made a payment for the Spring semester, why isn’t 7箱 of my 1098 - t形式 checked?

7箱 is checked if any 支付 received for qualified tuition and related expenses reported on the prior tax year relate to an academic period that begins in January through March . 例如, 7箱 would be checked if a payment was posted to your account in December for the upcoming spring semester. 另外, if the payment for the spring semester posted in January, 那么第7栏就不会被选中, as the payment was 不 made 在 prior 历年. This payment will be included in next year's 1098-T calculations.

谁会收到1098-T表格?

UNH issues 1098 - t形式 to 学生s who had QTRE and made 支付 for the 历年. Copies of 1098 - t形式 are also filed with the Internal Revenue Service (IRS).

Consistent with IRS regulations, UNH is 不 required to issue 1098 - t形式 to:

  • 只参加非学分课程的学生
  • Students whose QTRE is 100% covered by scholarships and 奖助金
  • 非居民外国学生

Note that 1098 - t形式 may be issued upon request; a 学生’s SSN/ITIN must be on file to issue a 1098 - t形式

There is an error on my 1098 - t形式 – how can I get a corrected copy?

联系UNH学生金融服务 学生.accounts@gatheringovbats.net. Please include the 学生 UNH ID number (9-digit number starting with the number '9'), 怎么了?, 以及你认为它应该是什么.

注意: UNH不能提供个人税务建议. Please contact a tax advisor for additional questions.

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