An eligible educational institution that receives qualified tuition and related expenses on student’s behalf must furnish Form 1098-T to students. 1098-Ts are used to determine eligibility for claiming the Education Tax Credits on Federal Income Tax returns.<\/p>\n\n\n\n
Following the same process as in previous years, the federal law requires that we report in Box 1 the amount of QTRE you paid<\/em> during the year. The amount of the qualified tuition and related expenses (QTRE) billed<\/em> to your student account for the calendar (tax) year is used when reporting the amount in Box 1.<\/p>\n\n\n\n The amount of payments in Box 1 include payments made by you, payments made by outside parties, credits for scholarships and grants that apply to QTRE, and loans you have taken.<\/p>\n\n\n\n Two things to be aware of in regard to the amount reported in Box 1:<\/p>\n\n\n\n Macalester College is unable to provide you with individual tax advice, but should you have questions, you should seek the counsel of an informed tax preparer or adviser. For more information about Form 1098-T, visit https:\/\/www.irs.gov\/pub\/irs-pdf\/f1098t.pdf<\/a><\/p>\n\n\n\n Electronic Copy for currently enrolled students Student Access<\/strong><\/p>\n\n\n\n Authorized User Access:<\/strong> Pop-Up Blockers: <\/strong> Turn off all pop-up blockers so the PDF form can open without difficulty.<\/p>\n\n\n\n Computer Type:<\/strong> Macintosh<\/span>: Browser Instructions:<\/strong><\/p>\n\n\n\n Paper copies of 1098-T forms are only mailed to students that are not currently enrolled or have not opted in to receive the electronic copy as their official copy. They will be mailed on or before January 31st. All forms are mailed to the student’s permanent address on file with Macalester College.<\/p>\n\n\n\n _______________________________________________________________________<\/p>\n\n\n\n\n
<\/strong>If you are eligible to receive a 1098-T and are a student at Macalester, the form can be retrieved electronically by following one of the two options below.<\/p>\n\n\n\n\n
<\/strong><\/li>\n\n\n\n
(IRS PDF format).
a) Click on Mac Account Suite.
b) Click on View 1098-T Statement.
c) Click on View to the right of the Tax Year Option.
d) See Helpful Hints below.<\/li>\n<\/ul>\n\n\n\n
Students may authorize persons to access their 1098-T form (IRS PDF format only). If an authorized user does not have access to view the 1098-T form, they should ask their student to grant them permission. To view the form, authorized users should logon to Authorized User login<\/strong><\/a><\/p>\n\n\n\n
Helpful Hints to open 1098T IRS PDF Format<\/strong> <\/span><\/h3>\n\n\n\n
PC:<\/strong><\/span>
a)\u00a0 Do not open\/download the PDF in your browser.
b)\u00a0 Instead, save it to your desktop and open it from there.
c)\u00a0 When the form shows blank, there is a compatibility issue which
–\u00a0 Could be with the browser being used
–\u00a0 Could be the browser’s settings
–\u00a0 Could be the version of Adobe Reader <\/p>\n\n\n\n
a) Do not<\/span> use the Macintosh PDF Program (reader).
b) You must download Adobe Reader
c)\u00a0 Do not open\/download the PDF in your browser.
d)\u00a0 Instead, save it to your desktop.
e)\u00a0 Open Adobe Acrobat and open the PDF from there.<\/p>\n\n\n\n\n
Paper Copy<\/h3>\n\n\n\n
1098-T Forms Prior To and Including Tax Year 2011<\/span><\/h3>\n\n\n\n