Year selected on the Generate 1098-Ts window

ID Number from the Transaction History table

SSN from the Biograph Master table

Name from the Name Master table

See the Address Priority List column on the Generate 1098-Ts window

See the Address Priority List column on the Generate 1098-Ts window

Y if the ID Number has a student division master row or a degree history row with:

o     An IPEDS division code of G

o     An Entry Date less than or equal to December 31 of the year being processed

o     No Exit Date or an Exit Date greater than or equal to January 1 of the year being processed

If this column contains a Y , then the "Check if a graduate student" checkbox will be checked on the 1098-T form.

Y if the ID Number has a maximum number of credit hours associated with the ID/year/term combination from the Student Term Summary Division table where half of is greater than or equal to the maximum number of credit hours a student can take to maintain part-time classification.

If this column contains a Y, then the "Check if at least half-time student" checkbox will be checked on the 1098-T form.

Y if Transaction History table rows show:

o     A Transaction Date within the year being processed

o     1098-T Eligibility equal to P or G or B

o     The offset flag does not equal O

o     A Term and Year combination on the Transaction History row where the Term Begin Date from the Year Term Table value is greater than December 31 for the year being processed

o     If this column contains a Y, then box 7 on the 1098-T form will be checked.

·       1098-T flag is set to P or G or B

·       Apply to eligible charges flag (on the Fund Master window) is set to Y

    OR

·       Source Code is set as a Payment Source Code

·       Year and term combination with a begin date in the year and term table that occurs after the first day of the year being processed

OR

·       Year and term combination with a begin date in the year and term table that occurs before the first day of the year being processed, where the amount is greater than zero

·       The payment amount reported in Box 1 will not exceed the amount of qualified tuition and fee billed to the student

·       The payment amount in Box 1 is reduced by the remaining eligible charges based on previous year's reported amounts

 

This box is currently not used.

 

This box is currently not used.

 

·       1098-T flag is set to P

·       Based on payments made (not on charges incurred) where the payment source code flag is Y

·       Includes any adjustment to prior year payments; all refunds, reimbursements,  invoices, and transactions made in the current year (source codes included: FA, IV, IM, LO, LN, LD, MN, RC, VD, and any custom payment source codes created by your school)  

·       Year and term combination with a begin date in the year and term table that occurs before the first day of the year being processed

·       Transaction amount must be greater than zero

·       1098-T flag is set to G (or 1098-T flag is set to B and Apply to eligible charges flag is set to ???Y')

·       Not a preliminary financial aid transaction

·       Year and term combination with a begin date in the year and term table that occurs after the first day of the year being processed

OR

·       Year and term combination with a begin date in the year and term table that occurs before the first day of the year being processed, where the amount is less than zero

The amount from Box 5 may also be included in the Box 1 total.

 

·       1098-T flag is set to G

·       Not a preliminary financial aid transaction

·       Year and term combination with a begin date in the year and term table that occurs before the first day of the year being processed

·       Transaction amount must be greater than zero

This box total reflects any pre-payments made in the current year for 1098-T eligible charges in a future academic period.

 

This box should be checked if the student is enrolled at least half-time in the current academic year.

 

This box should be checked for any students that are enrolled as graduate students during the current academic year.  

This box is currently not used.

 

Select this checkbox if you have altered any data in the Maintain Student Year Reporting Data window. If selected, the reports will be run with your altered data instead of the unaltered, extracted data.