1098-T Frequently Asked Questions (FAQ)

 

When will my 1098-T be available? 

We are preparing the 2018 1098-T information and the form will be posted on the “My Fresno State” portal by January 31, 2019.  If we are able to post the 1098-T form sooner, we will send an email letting you know.  

Where can I get my 1098-T?

After your 1098-T is posted, you can view and print your 1098-T online.  Login to ‘My Fresno State’ portal at my.fresnostate.edu.  Go to Student Self Service>Student Center>1098-T Detail Inquiry link under the Finances heading (not Finances tab).  

Why is the form online and not sent in the mail?

At the time of enrollment, you agreed to received your 1098-T "online" when you agreed to the "Student Statement of Financial Responsibility". Due to privacy and cyber-security concerns, Fresno State's policy is not to email your 1098-T. 

What is a 1098-T and why did I receive it?

The 1098-T Form is used by eligible educational institutions to report financial information about its students to the IRS as required by the Taxpayer Relief Act of 1997.

Why are payments reported in Box 1 on the 1098-T

In previous years, your Form 1098-T included an amount in Box 2, which was for the qualified tuition and related expenses (QTRE) we billed you during the calendar (tax) year. Due to a change to institutional reporting requirements under federal law, beginning with tax year 2018, we will no longer report an amount in Box 2, instead we will report the amount you paid for qualified tuition and related expenses during the calendar (tax) year in Box 1.

What educational expenses are considered as qualified tuition and related expenses as reported on the  1098-T?

Qualified tuition and related expenses are tuition, registration and course fees required for enrollment or attendance at an eligible educational institution for a given calendar (tax) year.  Amounts not reported on a 1098-T include: books, room and board, student activities, athletics (unless the course is part of the degree program), insurance, equipment, transportation, or similar personal living and family expenses.

Why doesn't Box 5 (Scholarships and Grants) match my records? Or is my financial aid reported on the 1098-T form?

Box 5 shows the amount of scholarships and grants you received. It does not include loans.

Where can I view the transactions from my account

You can view your transactions online.  Login to my.fresnostate.edu and go to Student Self Service> Student Center. On the Student Center screen click on Account Inquiry under Finances, then click on the "Activity" tab along the top. On that screen, change the date ranges to 01/01/2018 and 12/31/2018 and then select "All Terms" and click on the “GO” button, and then click on “View All”. 

Why can’t I see my 1098-T?

If your 1098-T is not displayed, try using a different browser such as Internet Explorer, Google Chrome or Mozilla Firefox or disable pop up blockers.

Why did I not receive a 1098-T?

  • There were no reportable transactions for the calendar year 2018.
  • We were not required to send you a 1098-T
  • If you believe you should have received a 1098-T please contact Student Accounts at (559) 278-2876, or by email to 1098T@csufresno.edu with your question.  You must use your Fresno State email. We will not respond to emails received from other email accounts

Who can view my 1098-T? 

Federal law prohibits us from providing information to anyone unless the student has given us written authorization to do so.

The Social Security Number (SSN) or individual taxpayer identification number (ITIN) on my 1098-T is missing or incorrect.  What should I do?

Reporting to the IRS depends primarily on your SSN or ITIN.  It is very important for you to have the correct information on file with the University.

Follow these steps to have a corrected 1098-T generated:

Complete Fresno State’s Substitute Form W-9S and return it to  the Office of the Registrar in-person or by mail.  Official identification, Social Security Card or ITIN letter, along with the Student Information Update Request Form must be submitted with your Fresno State’s Substitute Form W-9S.

In-person you may drop off at the Service Windows located in the North Lobby of the Joyal Administration building.

By mail to the following:

Office of the Registrar:
5150 N. Maple Ave., M/S JA57
Fresno, CA 93740

Who can I contact for further information?

Fresno State can only answer questions related to amounts provided on your 1098-T. You may contact Student Accounts at (559) 278-2876, or by email to 1098T@csufresno.edu. You must use your Fresno State email account. We will not respond to emails received from other email accounts. Fresno State cannot provide tax advice. If you have questions, you should seek the counsel of an informed tax preparer or adviser. The IRS website, www.irs.gov, provides further detailed tax guidelines and information. You may find IRS Publication 970 helpful.