税务资讯及协助
由法律规定, the yzcca88游戏登录网址 is required to furnish form 1098-T each tax year to enrolled students who are US citizens or permanent residents. This form may assist you in determining eligibility for education tax credits or deductions.
Form 1098-T is sent each year to any student who had qualified tuition 和 related expenses charged to their account in the preceding calendar year.
有关税收抵免和减免的更多信息可在 国税局的网站 或致电1-800-TAX-FORM. 美国国税局出版物970,教育税收优惠 和 国税局表格8863,教育学分 特别有用.
yzcca88游戏登录网址不能提供税务建议. 请参阅相关的国税局表格和出版物或咨询税务顾问, 而不是yzcca88游戏登录网址, for explanations regarding eligibility for 和 calculations of any allowable tax credits or deductions.
使用表格1098-T
The information that universities are required to provide on Form 1098-T does not necessarily correspond to the information you may need to calculate any education tax credits or deductions for which you may be eligible. Universities are required to report payments received for qualified tuition 和 related expenses in the calendar year (Box 1).
The IRS requires universities to report on a calendar year, rather than academic year. 因此, the amount reported in Box 1 includes any amounts billed in calendar year 2022 for Winter Quarter 2023 or Spring Semester 2023. The amount reported in Box 5 also includes any 奖学金 和 grants credited in calendar year 2022 for Winter Quarter 2023 or Spring Semester 2023.
The IRS requires universities to reduce the amount of billed charges by any tuition waiver proceeds. 如果您在日历年内收到任何类型的学费减免, 您将看到第1栏中报告的费用减少.
You may view an itemized listing of the financial activity found on your 1098-T form through MyDU. 参见下面的说明.
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如何在网上查阅1098-T表格
查看1098-T表格:
- 登录 DUPay
- 选择My Account | Statements | 1098-T Tax Statement
- 选择您希望看到的年份旁边的操作图标
- 选择视图
在线查看您的详细信息:
- 登录 MyDU
- 选择学生资源
- 选择财务账户管理
- 1098-T税表
- 输入要查看的纳税年度并单击Submit
将显示所选纳税年度的补充1098-T表格. Detailed information can be viewed by scrolling down the page or clicking the amounts in the 1098-T form. You may print the form from your web browser to assist you in your tax preparation.
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1098-T表格交付
1098-T forms are located in DUPay under My Account | Statements | 1098-T Tax Statement.
Per IRS regulations, 1098-T forms are only sent to US citizens 和 permanent residents. 如果你不是美国公民或永久居民, 你可以发邮件给财务司办公室(bursar@du)申请1098-T表格.edu.
If you do not receive your 1098-T form by January 31, or if your address has changed, please 请与财务处联络.
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社会安全号码
由法律规定, you are required to provide your correct Taxpayer Identification Number (Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN)) to persons who are required to file information returns with the IRS. 如果你没有提供正确的SSN或ITIN给yzcca88游戏登录网址, you are subject to a penalty of $50 imposed by the IRS unless your failure is due to reasonable cause 和 not to willful neglect. Periodic reviews will be done by the University to check for students without SSNs on file. Those students will be sent requests to submit SSN information online through PioneerWeb or to submit a completed IRS Form W-9S, Request for Student's or Borrower's Taxpayer Identification Number 和 Certification.
要在大学更新您的SSN,请登录 MyDU,然后去 Student Resources | Financial Account Management | Update Social Security or Taxpayer ID Number.
Alternatively, you can complete 和 submit Form W-9S, which can be found on the 国税局的网站, http://www.irs.gov / pub / irs-pdf / fw9s.pdf. 填妥的表格应送交财务处. Forms can be delivered in person, 邮件ed via US Mail, or faxed to 303-871-4401.