Jenzabar Campus Portal Features Help Hub

My 1098-T

The My 1098-T feature allows a student or their parents (if given permission) to view 1098-T information that has been accumulated for a given calendar year in preparation for claiming tuition paid as a tax deduction. The feature displays preliminary Financial Aid, charges, and posted transactions, including the student's 1098-T Name, 1098-T Address, and information for each required box on the 1098-T Form.

A link to Go to my 1098-T Info is displayed on the My 1098-T Info feature. Clicking this link opens the 1098-T Tuition Statement Data screen that shows the totals that were calculated during the Generate 1098-T’s process that relate to specific boxes on the 1098-T form for the year selected. Each line listed shows the 1098-T form box description and total amount for the year selected.

  1. From the View My Students feature, click the appropriate student name link.

  2. On the student's screen, click the 1098-T Information link.

  3. On the next screen, click the Go to My 1098-T Info link.

  4. On the 1098-T Tuition Statement Data screen, select a year.

  5. Information is displayed if available for the year you selected.

  1. From the My 1098-T feature, click the Go to My 1098-T Info link.

  2. The 1098-T Tuition Statement Data page displays the student's 1098-T Name, 1098-T Address, and information for each required box on the 1098-T Form.

    Note

    Only 1098-T information for the current year is displayed. However, a list box may be available for you to select previous years' information.

  3. Click the View Transactions link for each required box. This link opens the 1098-T Tuition Statement Box page, which shows a detailed list of transactions that were used to calculate information for the specific box.

  4. You can print 1098-T information by clicking on the Printer Friendly link or the printer icon.