TABLE OF CONTENTS


1098-T Report


The Financial → Financial Reports → 1098-T page shows the student data for the Form 1098-T:



The year’s report includes the students who match the following criteria:

  • The student had payments (shown in the AR Card) this fiscal year.
  • In this fiscal year, the student was ACTIVE or ENROLLED and the student’s start date is within the 01/01-03/31 period of the next year (and the student should not have the NOT STARTED status in this period).
  • The student is not set as a Foreign Student in the student profile.
  • The student studied by the program with the configured credit hours number in the selected period.


The Box N columns are calculated by the following rules:

  1. Box 1 — the sum of all payments (including scholarships or grants) that the school received in the fiscal year from any sources minus the sum of all refunds (including returned checks and award refunds).
  2. Box 4 — all refunds (including returned checks, refunds, and award refunds) that were made in the selected year but are related to the payments from the preceding years after 2002.
  3. Box 5 — the same as Box 1 but only scholarships or grants are included.
  4. Box 6 — the same as Box 4 but only scholarships or grants are included.
  5. Box 7 — the checkbox for amounts for an academic period beginning in January through March. 
  6. Box 8 — checked if at least a half-time student. 
  7. Box 9 — checked for graduate students.


1098-T Form PDF


The 1098-T Form PDF can be generated for all students from the 1098-T report by adding the corresponding year on the Financial → Settings → 1098-T page:



After that, a 1098-T Form Copy B for Student PDF file will be generated for each student and can be downloaded from the 1098-T report:



Students can also download all 1098-T Forms for all published years in the Student Folder:



Downloading is possible after selecting Form 1098-T (Copy B for Student) in the Display Documents Created by GEGI in the Student Interface setting:



Corrected 1098-T Form


If the student’s data has changed after the 1098-T Form was published, there is an ability to publish a corrected 1098-T Form on the 1098-T Report page using the Actions → Generate Corrected Copy B for Student (PDF) menu:



After that, a corrected form will be available to download and the PDF will show the CORRECTED checkbox:



Email Notification


Students receive an email notification about the form publication or correction and also contains a direct PDF download link.


The notification text is configured at Admin → Email Templates → Financial: Form 1098-T Published/Corrected Notification: