Overview

Review Account Services - 1098-T 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

For the most comprehensive learning experience, it is recommended to read the content, watch the videos and try your hand at the process simulations for each topic. However, you can choose to engage with specific topic material by selecting that specific type of learning modality.

- Read It!
- Try It!

Read It!

Review and Consent to Your 1098-T Tax Information

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.

Student Homepage showing Financial Account tile-1.jpg

Select the 1098-T menu on the left-side navigation to expand. Select the View 1098-T list item.

A button allowing you to consent to view your 1098-T online becomes available if you have not viewed your 1098-T already.

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.

Try It!

This simulation will take you through the process of reviewing account services (1098-T, tax information) in PeopleSoft. A menu of the process steps is provided by selecting the ellipses at the top left side of the simulation; as well as hints to help you along the way. Because the simulations are delivered as a non-graded assignment, there is a zero point value assigned.

Select the title link below, anywhere on the image or the Next button to be directed to the process simulation activity.

Review Account Services (1098-T, Tax Information)