纳税表1098-T FAQs

谨慎: This is general information only and should not be taken as tax or legal advice; please contact the IRS or a tax professional for tax preparation advice. 学校不能就你的资格或学分的计算提供帮助.

Form 1098-T is an annual IRS form California State University, 洛杉矶提供与学生相关的教育费用的年度所得税申报表. 该表格总结了日历年(1月1日至12月31日)的合格学费和费用。. 这些信息也用于学生申请美国机会信贷的资格, Lifetime Learning Credit, or other educational tax benefits.

免责声明: The following general information should not be taken as tax or legal advice. 足彩外围网站无法提供这些报表的税务服务. For tax preparation advice, please consult your tax advisor.

For reporting purposes, California State University, 洛杉矶需要有学生的社会安全号码(SSN)或个人纳税人识别号码(ITIN)。.

是的. You can receive the 1098-T form electronically by following the steps below:

  1. 登录你的 得到 账户.
  2. Click on Student Center.
  3. In the Finances section click on “View 1098-T,” click on >> GO.
  4. Select the Tab “Account Services,” click “GRANT CONSENT” button.
  5. 在阅读协议后，勾选“是的, I have read the agreement”复选框.
  6. Click on the “SUBMIT” button.
  7. 同意确认将出现，然后您可以点击“VIEW 1098-T SELECTION”按钮.

No. Once you have granted consent to receive the form electronically, this year’s form and all future 1098-T forms will be available online only. If you want to revoke your consent and have your forms mailed, please contact One-Stop Financial Services at (323) 343-5357.

如果您已经同意，您的1098-T表格将在1月的第三周之前以电子方式访问(参见常见问题解答#2)。.

表格将邮寄给没有“同意”的学生，邮寄地址为大学记录的邮寄地址.

As required by the Family Educational Rights and 隐私 Act (FERPA) (20 U.S.C. § 1232g; 34 CFR Part 99), California State University, 洛杉矶或其工作人员不能直接向家长提供这些信息, other persons who may claim the student as a dependent, 或者报税员. 如你在另一人的报税表(例如你父母的报税表)被申索为受养人, 请将您的1098-T表格及补充资料直接交给该人.

关注父母: If you need to obtain a Form 1098-T for your child, 您的孩子必须向学校提供许可，以便您收到邮寄的副本. 表格1098-T只有在学生填写同意表格并提交给位于学生服务大楼的一站式金融服务后才能提供, # 2380房间.

  • 箱1:符合条件的学费和相关费用的付款:根据美国国税局的指示, 大学必须报告付款或合格的学费和杂费. 加州大学L.A. reports tuition and fees payments.
  • 框2: Per instruction from the IRS, California State University, Los Angeles reports payments applied to tuition and fee charges. No charges will be posted in 框2.
  • 盒3: Change in reporting methods: Not applicable.
  • 4盒上一年度的调整:这显示上一年度在1098-T表上报告的合格学费和相关费用的任何调整.
  • 框5: 奖学金 or 奖助金: This box reports scholarships, 补助金(非贷款), and third-party payments posted to your 账户 during the calendar year 2023. 奖学金, 奖助金, 第三方支付在这个方框中列出，无论是直接支付给你还是应用到你的学费和杂费中.
  • 箱6:奖学金或助学金调整:显示前一年的奖学金或助学金调整.
  • 7箱:仅当2024年冬季或2024年春季的付款和费用在2023年寄出时，才会选中此框. You may have paid in 2023 for winter and spring 2024; however, 这个方框不会被选中，因为2024年冬季和春季的费用要到2024年1月才会公布.
  • 盒8:如果学生至少注册了一半时间(毕业生4个学分)，则选中此框, 6 units for undergraduates) for at least one semester during 2022.
  • 盒9:如果该学生在2022年期间的任何时间是研究生或证书课程，则选中此框.

学生在合格的教育机构注册或就读所需的学杂费和课程材料.

  • 卫生设施
  • 体育运动
  • Associated Student Body (ASB)
  • University–Student Union
  • Instructionally Related Activities
  • 学生的成功 Fee
  • 学费
  • Non-resident 学费
  • Professional Program Fee
  • Books and supplies required for course instruction. (谨慎: Since the University cannot track amounts paid for books and supplies, no amount for books and supplies will be on the 1098-T form. Please keep your receipts for these items).

合格的学费和相关费用不包括以下类型的费用:

  • 食宿
  • 运输
  • Insurance premiums or medical expenses
  • Other personal, living, or family expenses

  • 加州大学L.A. does not have your SSN or ITIN. 1098-T报告需要这些信息(确保你向大学提供了这些信息).
  • 加州大学L.A. does not have your valid address.
  • There were no eligible payments/charges for the calendar year 2023.

奖学金和助学金在1098-T表格的第5栏中报告，如果它支付了符合条件的学费和杂费，也在第1栏中报告.

Per IRS Publication 970, payments you receive for education, 培训, 或根据退伍军人事务部(VA)管理的任何法律提供的生活必需品是免税的. 然而，对于U.S. tax reporting purposes, 退伍军人权利法》® 收到奖学金的学生将从学校获得一份表格1098-T，该表格反映了来自多个来源(包括《足彩外围网站》)的总学杂费支付® paid by VA), not just items personally paid out-of-pocket. The amounts of 退伍军人权利法》® 指定的学费和杂费福利不计入联邦教育税收抵免的合格支付.

退伍军人权利法》® payments consist of tuition and a subsistence portion. From the total amounts on the Form 1098-T, 退伍军人权利法》® 受助人必须根据《足彩外围网站》的金额减少学费的支付部分® benefits that were designated for tuition.

To correct or change your name, 在位于学生服务大楼的招生和记录中心填写个人简介/演示更改表. 1楼. One of the following originals and current documents are accepted as proof:

  • Adoption/Birth Certificate
  • 结婚证书
  • 离了婚的法令
  • Alien Registration Card
  • Court Order showing the legal name change
  • Naturalization Certificate

在完成此更正后，将在网上生成更新的表格1098-T. For more information, please call (323) 343-5357.

要更正或更改您的地址，请登录您的得到帐户，并更新您的邮寄地址. If you no longer have access to your 得到 账户, please contact the Office of 招生 and Recruitment at (323) 343-3901.

在招生和记录中心填写简历/演示更改表格，并携带以下两项:

  • Original Social Security card
  • 加州大学L.A. 学生我.D.

将美国国税局提供给你的原始文件带到招生和记录中心.

For more information, visit the IRS Tax Benefits for Education: Information Center.

一般, international students cannot claim the tax education credit; although, 一些学生如果在实际存在测试中被视为税务目的的常驻外国人，则符合资格. 如需更多信息，请联系国税局或您的个人税务顾问寻求帮助.

If you have questions specific to the data provided by 加州大学L.A. on your 1098-T, you can:

For information regarding filing your taxes and benefit eligibility, please contact a tax consultant or the IRS at 1-800-829-1040, 或者去 www.国税局.政府.