Frequently Asked Questions Concerning Form 1098-T

 NOTICE: 

每年征集1098tssn -你可能有资格申请教育税收抵免 FOR PRIOR TAX YEAR!

The 1098T statements are now available on Banner Web for all current students.  The 1098T hard copy will be mailed to the current address on file by 1/31.

  1. Log into Banner Web
  2. Click on Student
  3. Click Student Account
  4. Click Tax Notification
  5. Enter Tax Year
  6. Click Submit
  7. Click Print

如果您有任何疑问，请联系学生账户办公室，电话:(318)274-2206。 or via email at studentaccounts@keramicke-plocice.net.

 

Frequently Asked Questions

    • IRS表格1098-T的标题是“学费声明”，包含帮助您的信息 在确定您是否有资格申请某些教育相关的税收抵免 由1997年税收减免法案或经济增长法案创造的扣除 and Tax Relief Reconciliation Act of 2001.

    • A Form 1098-T must be provided to each eligible student. This form is for informational purposes only. Depending on your individual tax situation, you or your parents may 在提交联邦收入时，有资格获得联邦所得税教育抵免 Tax Return.

    • Forms 1098-T must be postmarked by January 31st. You should receive your Form 1098-T no later than the end of the first week in February.
      NOTE:  ALL CURRENT STUDENTS WILL RECEIVE THE 1098T FORMS VIA GSU BANNER WEB ACCOUNT.  Log in to your GSU Banner Web account.  Click Student.  Click Student Records, Click Tax Notification.

    • 表格1098-T将邮寄到您在大学存档的永久地址。 unless that address is not a valid address. A local address will be used, if available, when the permanent address is not valid.
      NOTE:  ALL CURRENT STUDENTS WILL RECEIVE THE 1098T FORMS VIA GSU BANNER WEB ACCOUNT.  Log in to your GSU Banner Web account.  Click Student.  Click Student Records, Click Tax Notification.

    • Forms 1098-T will be mailed by January 31st.  You should receive your Form 1098-T by the end of the first week of February. If you have not received a Form 1098-T by 2月第一周结束时，请致电学生会计办公室，电话 318-274-2206.

    • Educational institutions are required to report the following for each student:

    • Social security number
    • Name
    • Address
    • 收到的款项(栏1)或账单金额(栏2)符合条件的学费和学费 related expenses (the University has chosen to report amounts billed in Box 1)
    • 减少到先前发出的表格第1栏或第2栏中报告的金额 1098-T (Box 4)
    • The amount of scholarships or grants received (Box 5)
    • 减少到先前发出的表格1098-T(框6)的框4中报告的金额
    • Whether you were enrolled as at least a half-time student (Box 8)
    • Whether you were enrolled as a graduate student (Box 9)

    • Only qualified tuition and related expenses are reported in Box 1. This includes in-state 学费，州外学费，国际学费，能源附加费，技术费 fees, college fees, and required lab, clinical, intern, practicum, or field fees. 合格的学费和相关费用在方框1中报告，扣除任何当前日历 year adjustments not affecting an amount reported in a previous year. 不考虑宿舍、餐费、GFLEX费用、罚款或罚款等费用 qualified tuition and related fees and are not reported on Form 1098-T.

      请注意，您的1098-T报告的是当前日历期间的账单金额 year. Eligibility for the American Opportunity Credit, the Lifetime Learning Credit, 学费和杂费的扣除取决于你支付任何符合条件的费用的时间. 因此，您应该将1098-T上的信息与您自己的信息结合使用 payment records to determine eligibility for the credits or deduction.

    • 方框4为合格学费和相关费用报告的减少额 in Box 1 of a previously issued Form 1098-T. Please note that decreases to an amount 应在本年度报告，与上一年有关的增加为净额 附当年符合资格的学费及相关费用，并于栏一填报 the current year 1098-T. Consult your tax advisor for assistance in determining the 第1栏所列项目对你现时及过往年度报税表的影响.

    • 包括由大学管理和处理的奖学金和助学金 in Box 5. Box 5 does not include third party payments received on your behalf.

      请注意，你可能会获得大学提供的额外奖学金 not administer and process. These should also be taken into consideration when determining your eligibility for the credits.

    • 方框6报告的减少额为方框5报告的奖学金和助学金 a previously issued Form 1098-T. Please note that decreases to an amount to be reported 本年度和上年的增加以当期为净额 year scholarships and grants and reported in Box 5 of the current year 1098-T. Consult 请您的税务顾问协助确定在方框中报告的项目的影响 6 on your current and prior years’ tax returns.

    • 美国机会信贷是美国复苏和再投资计划的一部分 并允许某些纳税人支付合格的学费和相关费用 向符合条件的教育机构申请从他们的联邦收入中扣除 tax liability. The credit may be claimed for qualified tuition and related expenses 包括学费、相关费用、书籍和其他必修课程材料(包括 为学生支付一门课程所需的用品和设备 纳税人的家庭成员，在任何符合条件的机构注册 the first four years of post-secondary education. Maximum credit per student is $2,500. 美国机会信贷对希望信贷进行了修改，使之适用于 更广泛的纳税人，包括许多高收入和不欠税的人 tax, as a portion of the credit may be refundable. However, the credit may be reduced based on the taxpayer’s adjusted gross income. The credit is available for qualified 在2010年1月1日开始的任何学年期间所支付的款项 and March 31, 2011.

    • 终身学习抵免是由1997年的纳税人救济法案创建的 某些纳税人为合格的教育支付合格的学费和相关费用 institution to claim a credit against their federal income tax liability. The credit 可申领符合资格的学费及相关费用(食宿费为 (不符合条件)由纳税人家庭支付的本科生学费; 研究生，或专业学位课程，或报名参加任何课程的教学 获得或提高工作技能，并接受合格机构的指导. The maximum credit per family for 2010 is $2,000 . The credit may be reduced based on the taxpayer’s adjusted gross income. The credit is available for qualified payments 在2010年1月1日至3月之间的任何学年期间申请 31, 2011.

    • 学费和费用减免是由经济增长和税收减免和解产生的 并允许某些纳税人支付合格的学费和相关费用 向合资格的教育机构申请调整其税务收入 return. 扣除额不能与美国机会一起申请 Credit or Lifetime Learning Credit. The deduction is based on qualified tuition and 相关费用(不包括食宿费)由纳税人代付; 纳税人的配偶，或纳税人为其申请赡养的受扶养人 exemption. The maximum deduction for 2010 is $4,000. The credit may be reduced based on the taxpayer’s adjusted gross income. The credit is available for qualified payments 在2010年1月1日至3月之间的任何学年期间申请 31, 2011.

    • The University cannot offer legal or tax advice. Additional information concerning 美国机会学分，终身学习学分，学费和 Fees Deduction is is available on the IRS website at http://www.irs.gov. 有关资格的问题应直接向国税局或您的税务专业人员.