1098-T Frequently Asked Questions (FAQ)
When will my 1098-T be available?
We are preparing the 2017 1098-T and they will be posted on the "My Fresno State" portal by January 31, 2018. If we are able to post the 1098-T sooner, we will send an email letting you know.
What is the 1098-T Form, and why did I receive one?
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.
What educational expenses are considered as qualified tuition and related expenses as reported on Form 1098-T?
Qualified tuition and related expenses, for a given calendar tax year, are tuition, registration, and course fees required for enrollment or attendance at an eligible educational institution assessed between January 1 and December 31 of that year. Amounts not reported on 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 are payments not reported in Box 1 on the 1098-T?
Institutions may elect to report either the aggregate amount of payments received for qualified tuition and related expenses in Box 1, OR the aggregate amount charged for qualified tuition and related expenses in Box 2 during the calendar year with respect to individuals enrolled for any academic period.
Fresno State has elected to report the aggregate amount charged in Box 2 and therefore does not report any amount in Box 1.
Why are my 2018 Spring fees reported in Box 2 on the 2017 1098-T?
Spring 2018 semester fees were charged in 2017; therefore, the fees are reported on the 2017 1098-T's are reported on a calendar year basis and Fresno State has elected to report the fees charged in Box 2.
Spring 2017 was reported in Box 2 on the 2016 1098-T.
Why didn’t I receive a 1098-T in the mail?
The Statement of Student Financial Responsibility included an agreement to receive the Form 1098-T electronically.
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).
Where can I obtain more detailed information regarding the reported amounts on a 1098-T Form?
You can view your transactions online. Login to ‘My Fresno State’ portal at my.fresnostate.edu. Go to Student Self Service > Student Center > My Finances > View 1098-T. Use the Box 1-6 Details link on the 1098-T Data view.
Why can’t I see my 1098-T?
If the form is not displayed, try using a different browser such as Internet Explorer, Google Chrome, or Mozilla Firefox. You may also try disabling pop up blockers.
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.
Why did I not receive a 1098-T?
There are a couple possibilities:
- There were no Qualified Tuition and Related Fees Charged to your student account during the calendar year in which you were enrolled. For example, if you registered in November or December 2017 for the following Spring 2018 semester, those charges would be posted to your student account in the month of registration which would be included in the 1098-T for 2017 and not 2018.
- You were not enrolled at California State University, Fresno for any academic period during the calendar year.
Who can view my 1098-T?
Federal law prohibits the university from providing student information to anyone unless the student has given us written authorization to do so.
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 01/01/2017 and 12/31/2017 and then select "All Terms" and click on the “GO” button, and then click on “View All”.
The Social Security Number (SSN) or individual taxpayer identification number (ITIN) on my form 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 Form 1098-T generated:
- Complete Fresno State's Substitute W-9S form 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 W-9S.
- In-person you may drop off at the services windows located in the North Lobby of the Joyal Administration building.
- By mail to the following address:
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 at 1098T@csufresno.edu from your Fresno State email account. We will not respond to emails received from other email accounts. Fresno State cannot provide tax advice. The IRS website, www.irs.gov, provides further detailed tax guidelines and information.