Overview

Review and Consent to Your 1098-T Tax Information

This topic will give you a basic understanding of how to view your 1098-T information. At the end of this topic, you will be able to:

- Review your 1098-T information
- Consent to receive your 1098-T electronically

Please note that your institution is not a tax professional. Therefore, if you have questions about how this applies to your annual taxes, you will need to seek advise from a Tax Professional.

Select the Financial Account tile to display the Account Balance page.

Expand the 1098-T menu on the left to expand to select the View 1098-T page

Students must grant Consent to view electronic 1098-T forms.

Select the Grant Consent button to display the 1098-T Consent Agreement text.

Select the 'Yes, I have read the agreement' checkbox and then select the Submit button.

Select the View 1098-T button to display available 1098-T's.

View 1098T Selection button

After consent has been granted and 1098-T data has been made available, students will see a list of forms by aid year and school. Select the tax year to open a PDF that can be downloaded or printed.

1098-T Report Selection page

Remember to click the "Mark as Done" box in the upper right hand corner of this page prior to clicking NEXT.