Tax information (1098-T)

Electronic Delivery of Your 1098T Forms

你可以登录 俄罗斯访问 to 接受 or 否认 consent to receive your 1098-T electronically.

1. 登录到 俄罗斯访问 with your NET ID and password
2. Once you have logged into your account中,选择 登记 and 学生服务 > Make a Payment and enroll in a payment plan > Consents and Agreements.
3. On the right-hand side of the page under the box labeled 改变设置中,选择 consents to manage your electronic consent.

请注意:如果您拒绝OPT-IN以电子方式接收您的1098-T表格, 它们将在每个纳税年度的1月31日前邮寄到学校存档的家庭住址. Forms are only mailed one time. 如果你还没有收到你的表格，你可以登录俄罗斯访问打印你的1098T表格的副本.

Tax Forms for Former Robert Morris University Illinois Students

如果您对2020日历年或之前的RMU 1098T表格有任何疑问，请致电 217-357-0805. RMUI W2 tax forms showing wages earned in 2020, can be found by accessing the ADP portal link 或者通过呼叫 217-357-0805. 其他税务表格相关信息，请联系欧宝体育app的财政援助学生服务 866-421-0935 或电子邮件 fas@adjustersolution.com.

1098T Forms Available Online 24-7

您可以通过RU访问访问欧宝体育app1098T表格. Once you have logged into your account中,选择 Make a Payment > Enroll in a Payment Plan > View 1098T Statement link.

Frequently Asked Questions

WHAT IS THE 1098T FORM?

1098T表格是由符合条件的教育机构向美国国税局报告其学生信息的表格. 1098T表格仅供参考，必须提供给每位符合条件的学生. The 1098T form serves to alert students that they 五月 be eligible for federal income tax education credits. 符合条件的教育机构须提交学生姓名, address, taxpayer’s identification number, 注册状态, 学术地位, 付款(不超过QTRE的金额(合资格的学费及相关费用)), 和奖学金 & 奖助金.
 

请注意: 纳税人有责任确定他们是否有资格获得教育学分以及如何计算这些学分. Representatives of Roosevelt University Do 不 提供税务建议.

WHAT ARE QTRE (QUALIFIED TUITION & 相关费用)?

The following are examples of 合格的 tuition and related expenses: 

• 学费 
• Mandatory course, exam, & 项目费用 
• Lab, general and student activity fees 

The following are examples of 不合格的 tuition and related expenses:

• Room, board and health insurance charges 
• 申请费、成绩单费、毕业费、毕业费和贷款处理费

WHAT PAYMENTS WILL BE REPORTED IN BOX 1?

• 现金、支票, & credit card payments
• Loans (direct subsidized & unsubsidized, private, & 父+) 
• 线 & third-party payments 
• Exemptions and discounts
• 奖学金 & 奖助金

WHAT DOES BOX 3 MEAN ON MY 1098T FORM?

方框3用于2018纳税年度，以表明我们已将报告方法从报告账单金额(方框2)更改为IRS要求的合格学费和相关费用收到的付款(方框1). 框2和框3现在由美国国税局保留以备将来使用，在2019纳税年度开始的任何纳税表上都是空的，并显示为灰色.

WHAT DOES BOX 4 MEAN ON MY 1098T FORM?

前一年的调整(框4)用于报告与2002年以后任何一年收到的付款有关的QTRE的报销或退款.  请注意:方框4在2018纳税年度为空白，因为我们更改了报告合格学费和相关费用收到的付款的方法(方框1)。, 在2018纳税年度.  In prior years, we were reporting Amounts Billed (Box 2). 因此, 2018纳税年度, 在2002年之后的任何纳税年度中，都不会有需要报告的付款调整.

WHAT OTHER INFORMATION DO I NEED TO CLAIM THE TAX CREDIT?

1098T表格用于提醒学生，他们可能有资格获得联邦所得税教育抵免. 收到1098T表格并不以任何方式表明学生有资格获得税收抵免. 确定合格学费及相关费用的支付金额, and the amount of scholarships and 奖助金 received, a taxpayer should use their own financial records and if necessary, seek the expertise of a professional tax preparer. 

有关希望奖学金和终身学习学分资格的更多信息, 符合条件的费用, 如何计算, 声称信贷, 等. please review IRS Publication 970.  http://www.irs.gov/pub/irs-pdf/p970.pdf

WHY DIDN’T I GET A 1098T FORM?

国税局是这样 不 require the generation of a 1098T form for: 

• 参加非学位/非学分课程的学生:100%审核
• 没有任何合格学费及相关费用(QTRE)的学生
• Students whose boxes contain all zeroes.

CAN I RECEIVE MY 1098T FORM ELECTRONICALLY?

是的. 如你从未同意以电子方式接收你的1098T表格, 您将在每年的2月1日至1月1日之间被自动重新定向，以同意或拒绝接收您的电子1098T表格. To be redirected, login to 俄罗斯访问中,选择 登记 and 学生服务 > Make a Payment and enroll in a payment plan > Consents and Agreements. On the right-hand side of the page under the box labeled 改变设置, select consents to manage your electronic consent.

DID YOU SEND A COPY OF THE 1098T FORM TO THE IRS?

是的. 欧宝体育app是一所合格的教育机构，法律要求提交1098T表格，以帮助纳税人和国税局确定是否有资格获得希望和终身学习教育税收抵免. 1098T表格不迟于每个纳税年度的3月31日提交给国税局.

WHAT IS THE TIMELINE FOR THE 1098T FORM?

欧宝体育app将报告所有付款和奖学金/助学金, 仅限于QTRE, for a given calendar year (January 1 - December 31).

我怎样才能在我的1098t表格上获得财务活动的逐项清单?

账户对账单可以通过登录RU ACCESS在线获取，或者您可以联系财务援助学生服务 866-421-0935.

MY ADDRESS LISTED ON THE 1098T FORM HAS CHANGED. 这会影响到我吗??

No. 1098T表格上显示的地址与IRS所得税申报目的无关. 表格上最重要的信息是你的社会安全号码. Please contact the Office of the Registrar by calling 312-341-3535 或电邮至 registrar@adjustersolution.com if your SSN or ITIN is incorrect on your 1098T form. 一旦您的学生记录更改为反映正确的SSN，您可以联系FAS 866-421-0935 或者通过电子邮件 fas@adjustersolution.com to request a new form.

HOW DOES A STUDENT OBTAIN A CORRECTED 1098T FORM?

If you have discovered a discrepancy on your 1098T form, please contact 金融援助 学生服务 at 866-421-0935 或电子邮件 fas@adjustersolution.com.  财政援助学生服务的代表将很乐意为您提供帮助.

WHY DOES ROOSEVELT UNIVERSITY NEED MY SOCIAL SECURITY NUMBER?

As it pertains to the 1098T form, 欧宝体育app需要为所有在校学生提供正确的社会安全号码，以符合美国国税局的要求. 每年, as an eligible educational institution, 欧宝体育app必须报告与希望奖学金学分和终身学习学分相关的所有符合条件的学生的入学信息.

WHAT IF MY SSN/ITIN IS INCORRECT ON MY 1098T FORM?

如果1098T表格没有包括正确的社会安全号码(SSN/ITIN), please contact the Registrar’s Office at 312-341-3535 to correct your student record. 一旦SSN被更正，你可以联系经济援助学生服务 866-421-0935 for further assistance.

HOW DO I GET A REPRINT OF MY 1098T FORM(S)?

If you did 不 receive a 1098T form due to a change of address, or you misplaced the form, you can print a duplicate form by logging into 俄罗斯访问:

• 登录俄罗斯访问
• Select 登记 and 学生服务 > Make a Payment and enroll in a payment plan > View 语句
• 下 我的账户中,选择 语句中,选择 1098-T Tax 语句, and select the year you wish to print

WHAT IS ROOSEVELT UNIVERSITY’S TAX IDENTIFICATION NUMBER?

The RU Federal Identification Number is 36-2167854. 这个数字也可以在左中部分的1098T表格上找到.

WHAT IF I STILL HAVE QUESTIONS?

Please contact 金融援助 学生服务 at 866-421-0935 或电子邮件 fas@adjustersolution.com.