Student Accounting & Cashiering Services

1098-T Introduction and Questions

Attention 1098-T Users

In order to print your 1098-T properly, please use Internet Explorer. The form may not print properly when using other web browsers.

For questions on your 1098-T, please refer to the FAQ page.

To exercise the electronic 1098-T option, students must provide consent and agree to receive the form in an electronic format this year and all future 1098-T form.  Follow the steps below to sign-up.
  1. From the Cal Poly Pomona web page, click on BroncoDirect/PeopleSoft.
  2. Then click on the Student Center link under Student Self Services section.  Student Self Services is located on the upper left-hand portion of the screen.
  3. On the Student Center page, find the Finances section on the left side. Click on the drop down box, and select View 1098-T.
  4. At the View 1098-T screen: click on "Grant Consent"
  5. Read "1098-T Consent Agreement" and click "Submit" to retrieve 1098-T electronically. The 1098-T will download as a PDF (Adobe Acrobat) file.

 

** If you want to revoke the consent and have the form mailed, please contact Student Accounting & Cashiering Services located in Student Services Building 121.

To Retrieve 1098-T Tutorial (docx)

Form 1098-T is an annual IRS form completed by Cal Poly Pomona as required by the Taxpayer Relief Act of 1997 which is furnished to students to assist them in the preparation of their annual income tax returns. The form summarizes qualified tuition and related expenses for the calendar year (January 1 to December 31). The form reports the Payments received for qualified tuition and related expenses that may entitle the student to the American Opportunity Credit, Lifetime Learning Credit, or other educational tax benefits depending on their individual situation.

In order to comply with IRS regulations, Cal Poly Pomona is required to have the student's social security number for 1098-T IRS reporting. Not having the number can delay processing.

Until recently, the Internal Revenue Service (IRS) permitted colleges and universities to choose between two methods for reporting Qualified Tuition and Related Expenses (QTREs) to students on the Form 1098-T. As of December 1, 2018, the university began reporting payments received for QTREs in Box 1.

For more information click on link below.

http://disconfirms-pubs/about-form-1098-t

For students who cannot access BroncoDirect or want to have their form mailed, forms will be mailed by January 31, 2025. If you are a current student, we encourage you to take advantage of receiving the form electronically: save time, eliminate the risk of losing your 1098-T form in the mail, and safeguard your personal information.

Students who cannot receive the form electronically include:

Students who have graduated by June 30, 2024, and have left the campus
Students who have not enrolled in classes for at least two consecutive terms
Students who have enrolled in classes exclusively through the College of Professional & Global Education
Your 1098-T form will be mailed to your address of record. If you have moved, please update your mailing address in BroncoDirect prior to January 15, 2025.

Box 1:  Payments received for qualified tuition and related expenses:  The amount reported is the total amount of payments received less any reimbursements or refunds made during the calendar year that relate to the payments received for qualified tuition and related expenses during the same calendar year.

Box 2:  Amounts billed for qualified tuition and related expenses:  Not used.

Box 3:  Change in Reporting Methods Box:  Not used.

Box 4:  Adjustments made for a prior year:  This is for adjustments to tuition for any period prior to January 1, 2024.  In general, net tuition = Box 1 – Box 4

Box 5:  Scholarships or grants:  This box reports scholarships, grants and 3rd party, but not loans, posted to your account during the calendar year 2024.  Scholarships and grants may be paid in cash or may be in the form of direct tuition reductions.

Box 6: Adjustments to scholarships or grants for a prior year.  This is for adjustments to scholarships and grants that were granted any time prior to January 1, 2024. In general, net grants = Box 6 – Box 5

Box 7: If this box is checked, then at least some amount of tuition is for the academic period January-March 2025 (Spring 2025).  It is common for a student to register, be billed, and pay tuition for Spring 2024 in November or December of the previous year.

Box 8: If this box is checked, then the student has enrolled at least half time (4 units for graduates, 6 units for undergraduates) for at least one semester during 2024.

Box 9: If this box is checked, then the student is a graduate student or in a credential program at any time during 2024.

  • Registration and tuition fees that are required to enroll at Cal Poly Pomona
  • Books, course materials, supplies, and equipment that are required for course instruction. (Caution: Since the University cannot track any amounts paid for books, course materials, supplies, and equipment, no amount for Books, course materials, supplies, and equipment will be on the 1098-T form. Please keep your receipts.)

Some of the qualified education expenses also include:

  • ASI (Associated Students Incorporated) Athletic Fee
  • ASI Fee
  • IRA (Instructionally Related Activities) Fee
  • Tuition Fee
  • Course Fee
  • Student Union Fee
  • Books
  • Professional Fee
  • For more details: HTTPS://misgiving-ed-expenses

  • Living expenses
  • Travel
  • Insurance
  • Health Fees
  • Research