1098-T Process Selects Financial Aid and Third Party Payments That Do Not Exist In the Item Group Specified On the TIN Setup (Doc ID 2023106.1)

Last updated on JULY 15, 2016

Applies to:

PeopleSoft Enterprise CS Student Financials - Version 9 and later
Information in this document applies to any platform.

Symptoms

A student who had 1098-T eligible charges posted during the calendar year is not being issued a 1098-T form.

Alternately:  The Amount in Boxes 5 and 6 for Financial Aid does not coincide with the Financial Aid posted within the Financial Aid item group for the student.

EXPECTED BEHAVIOR
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Expect the student will receive a 1098-T with the amount of eligible charges populated in box 2.

Alternately:  Box 5/6 may be under or overstated. 

STEPS TO REPRODUCE
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  1. Student Financials > Taxes > Generate 1098T

 

Cause

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