Electronic Delivery of Your 1098T Forms

你可以登录到 俄罗斯访问 to 接受 or 否认 consent to receive your 1098-T electronically.

1. 登录到 俄罗斯访问 with your NET ID and password
2. Once you have logged into your account中,选择 the Make a Payment > Enroll in a Payment Plan > View 1098T Statement link.
3. On the right-hand side of the page under the box labeled 我的个人资料设置 select consents to manage your electronic consent.

请注意:如果您拒绝OPT-IN以电子方式接收您的1098-T表格, 它们将在每个纳税年度的1月31日之前邮寄到你在大学备案的家庭地址. Forms are only mailed one time. 如果您还没有收到您的表格，您可以登录俄罗斯访问打印一份1098T表格的副本.

Tax Forms for Former Robert Morris University Illinois Students

如果您对2020年或之前的RMU 1098T表格有任何疑问，请致电 217-357-0805. RMUI W2 tax forms showing wages earned in 2020, can be found by accessing the ADP portal link 或者打电话 217-357-0805. 有关其他税单相关信息，请联系美高梅手机娱乐官网的财政援助学生服务 866-421-0935 或电子邮件 fas@daedalusphotography.com.

1098T Forms Available Online 24-7

您可以通过RU access访问美高梅手机娱乐官网1098T表格. Once you have logged into your account中,选择 Make a Payment > Enroll in a Payment Plan > View 1098T Statement link.

Frequently Asked Questions

WHAT IS THE 1098T FORM?

符合条件的教育机构使用1098T表格向国税局报告学生的信息. 1098T表格仅供参考，必须提供给每个符合条件的学生. The 1098T form serves to alert students that they 五月 be eligible for federal income tax education credits. 符合资格的教育机构必须提交学生的姓名, address, taxpayer’s identification number, 注册状态, 学术地位, 付款(不超过QTRE金额(合资格学费及相关费用)), 和奖学金 & 奖助金.
 

请注意: 纳税人有责任确定他们是否有资格获得教育学分，以及如何计算学分. Representatives of Roosevelt University Do 不 提供税务建议.

WHAT ARE QTRE (QUALIFIED TUITION & 相关费用)?

The following are examples of 合格的 tuition and related expenses: 

• 学费 
• Mandatory course, exam, & 项目费用 
• Lab, general and student activity fees 

The following are examples of 不合格的 tuition and related expenses:

• Room, board and health insurance charges 
• 申请、成绩单、毕业、文凭和贷款处理费用

WHAT PAYMENTS WILL BE REPORTED IN BOX 1?

• 现金、支票, & credit card payments
• Loans (direct subsidized & unsubsidized, private, & 父+) 
• 线 & third-party payments 
• Exemptions and discounts
• 奖学金 & 奖助金

WHAT DOES BOX 3 MEAN ON MY 1098T FORM?

方框3用于2018纳税年度，以表明我们已按照IRS的要求将报告方法从报告已计费金额(方框2)更改为已收到合格学费和相关费用(方框1). 框2和框3现在都由美国国税局保留以供未来使用，在2019纳税年度开始的任何纳税表格上都是空的和灰色的.

WHAT DOES BOX 4 MEAN ON MY 1098T FORM?

前一年的调整(框4)用于报告与2002年以后任何前一年收到的付款有关的QTRE的偿还或退款.  请注意:方格4在2018纳税年度为空白，因为我们将方法更改为报告合格学费和相关费用的已收款项(方格1), 在2018纳税年度.  In prior years, we were reporting Amounts Billed (Box 2). 因此, 2018纳税年度, 2002年以后的任何以前纳税年度的支付都不需要报告调整.

WHAT OTHER INFORMATION DO I NEED TO CLAIM THE TAX CREDIT?

1098T表格用于提醒学生，他们可能有资格获得联邦所得税教育抵免. 收到1098T表格并不以任何方式表明学生有资格获得税收抵免. 确定合格学费及相关费用的支付金额, and the amount of scholarships and 奖助金 received, 纳税人应使用自己的财务记录，如有必要, seek the expertise of a professional tax preparer. 

有关希望奖学金和终身学习学分资格的更多信息, qualifying expenses, 如何计算, 声称信贷, 等. please review IRS Publication 970.  http://www.irs.gov/pub/irs-pdf/p970.pdf

WHY DIDN’T I GET A 1098T FORM?

国税局有 不 require the generation of a 1098T form for: 

• 参加非学位/学分项目的学生:100%审核
• 没有任何合格学费及相关费用的学生
• Students whose boxes contain all zeroes.

CAN I RECEIVE MY 1098T FORM ELECTRONICALLY?

是的. 如果您从未同意以电子方式接收1098T表格, 您将在每年的2月1日至1月1日之间自动被转到同意或拒绝同意以电子方式接收您的1098T表格. To be redirected, login to 俄罗斯访问中,选择 Make a Payment > Enroll in a Payment Plan > View 1098T Statement link. On the right-hand side of the page under the box labeled 我的个人资料设置 select consents to manage your electronic consent.

DID YOU SEND A COPY OF THE 1098T FORM TO THE IRS?

是的. 美高梅手机娱乐官网是一所合格的教育机构，法律要求提交1098T表格，以协助纳税人和国税局确定获得希望和终身学习教育税收抵免的资格. 1098T表格不迟于每个纳税年度的3月31日向国税局提交.

WHAT IS THE TIMELINE FOR THE 1098T FORM?

美高梅手机娱乐官网将报告所支付的所有款项和奖学金/助学金, 只限于QTRE, for a given calendar year (January 1 - December 31).

我怎样才能得到我的1098t表格上的财务活动的详细清单?

帐户对账单可通过登录RU ACCESS或您可以联系财政援助学生服务 866-421-0935.

MY ADDRESS LISTED ON THE 1098T FORM HAS CHANGED. WILL THIS AFFECT ME?

No. 1098T表格上显示的地址与IRS所得税申报目的无关. 表格上最重要的信息是你的社会安全号码. Please contact the Office of the Registrar by calling 312-341-3535 或电邮至 registrar@daedalusphotography.com if your SSN or ITIN is incorrect on your 1098T form. 一旦你的学生记录被更改以反映正确的SSN，你可以联系FAS 866-421-0935 或者通过电子邮件 fas@daedalusphotography.com to request a new form.

HOW DOES A STUDENT OBTAIN A CORRECTED 1098T FORM?

If you have discovered a discrepancy on your 1098T form, please contact 金融援助 学生服务 at 866-421-0935 或电子邮件 fas@daedalusphotography.com.  经济援助学生服务中心的代表将很乐意为您提供帮助.

WHY DOES ROOSEVELT UNIVERSITY NEED MY SOCIAL SECURITY NUMBER?

As it pertains to the 1098T form, 美高梅手机娱乐官网需要为所有就读该大学的学生提供正确的社会安全号码，以符合美国国税局的要求. 每年, as an eligible educational institution, 美高梅手机娱乐官网必须报告与希望奖学金学分和终身学习学分相关的所有合格学生的入学信息.

WHAT IF MY SSN/ITIN IS INCORRECT ON MY 1098T FORM?

如果1098T表格没有包含正确的社会安全号码(SSN/ITIN), please contact the Registrar’s Office at 312-341-3535 to correct your student record. 一旦SSN是正确的，你可以联系经济援助学生服务 866-421-0935 for further assistance.

HOW DO I GET A REPRINT OF MY 1098T FORM(S)?

If you did 不 receive a 1098T form due to a change of address, or you misplaced the form, you can print a duplicate form by logging into 俄罗斯访问:

• 登录到俄罗斯访问
• Select Make a Payment > Enroll in a Payment Plan > View 1098T form Statement
• 下 我的账户中,选择 语句中,选择 1098T Form 语句, and select the year you wish to print

WHAT IS ROOSEVELT UNIVERSITY’S TAX IDENTIFICATION NUMBER?

The RU Federal Identification Number is 36-2167854. 这个数字也可以在左侧中间的1098T表格中找到.

WHAT IF I STILL HAVE QUESTIONS?

Please contact 金融援助 学生服务 at 866-421-0935 或电子邮件 fas@daedalusphotography.com.