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1098T Processing

1098T Processing. 2013 Tax Year. Banner Forms. There are two setups forms TSA1098 – defines the core TTU tax information TSATAXR – defines which charges/credits are in which box Three Core Process Forms TSP1098 – Allows student information to be viewed on TSATAXN

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1098T Processing

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  1. 1098T Processing 2013 Tax Year

  2. Banner Forms There are two setups forms • TSA1098– defines the core TTU tax information • TSATAXR– defines which charges/credits are in which box Three Core Process Forms • TSP1098– Allows student information to be viewed on TSATAXN • TSRTRAF– Produces an output file that can be reviewed • TSR1098 • Generates the file for students to see on Raiderlink when run in Official/S mode • Generates the file to be sent to the IRS when run in Official/I mode • Generates the paper 1098Ts to specific printer when run with a popsel in ‘reprint’ mode

  3. 1098T Process Pre-work E Send out emails for no GEC 1098 Tax Information Form (TSA1098) A B C D Send out emails for no SSN F TAX Relief Act File Report Process (TSRTRAF) 1098 Tax Relief Act Notification Process – Official Mode (TSP1098) Query for 1098T but no transactions and mark excluded Tax Reporting Rules Form (TSATAXR) 1098 Tax Relief Act Notification Process – Test Mode (TSP1098) Send out emails for no Snail Mail G 1098Tax Relief Act Report Process (TSR1098) 1098 Tax Relief Act Notification Process (TSATAXN) Update mismatched +Null SSNs from ISIRS

  4. A. TSR1098 PARMS – Test mode

  5. B. TSP1098 PARMS – Test Mode (cont.)

  6. B.TSP1098 PARMS – Test Mode (cont.)

  7. C. TSR1098 PARMS – Official mode

  8. C.TSP1098 PARMS – Official Mode (cont.)

  9. C. TSP1098 PARMS – Official Mode (cont.)

  10. D. Update students without boxed transactions UPDATE TTBTAXN SET TTBTAXN_STUD_NOTIF_STATUS = 'E' and TTBTAXN_IRS_REPORT_STATUS = 'E' and ttbtaxn_remove_notif_ind = 'Y' --select TTBTAXN_TAX_YEAR, TTBTAXN_ID, TTBTAXN_LAST_NAME, TTBTAXN_FIRST_NAME, TTBTAXN_AMOUNT_2 as Box2, TTBTAXN_AMOUNT_3 as Box4,TTBTAXN_AMOUNT_4 as Box5,TTBTAXN_AMOUNT_5 as Box6 from ttbtaxn where TTBTAXN_TAX_YEAR = 2013 and TTBTAXN_AMOUNT_2 = 0 and TTBTAXN_AMOUNT_4 =0 and TTBTAXN_AMOUNT_3 = 0 and TTBTAXN_AMOUNT_5 = 0; Note: ttbtaxn_remove_notif_ind = 'Y‘ is what is required so the 1098T is not shown on the portal

  11. E. TSA1098

  12. F. TSRTRAF PARMS - UDEV

  13. F. TSRTRAF PARMS - TTUSPRD

  14. G1. TSR1098-Generate all 1098ts in Official Student mode.( Marks student record as ‘Sent’ )

  15. ‘Print Day’ Create the TEST IRS file Create the OFFICAL IRS file Print 1098ts for students missing GEC 1098Tax Relief Act Report Process run with GEC-less popsel

  16. G2. TSR1098 – Generate all 1098ts in test mode in a File for IRS

  17. G3. TSR1098 – – Generate all 1098ts in OFFICIAL mode in a File for IRS

  18. G4. Identify students with no GEC and load in Popsel Select TTBTAXN_PIDM from TTBTAXN --select count(*) from TTBTAXN where TTBTAXN_TAX_YEAR = 2013 and TTBTAXN_IRS_REPORT_STATUS = 'R' and TTBTAXN_PIDM not in (select Gordprf_Pidm from Gordprf Where GORDPRF_DIRO_CODE = 'ELECCOMM' AND gordprf_disp_directory_ind = 'Y' )

  19. G5. Printing TSR1098 FOR NO GEC STUDENTS

  20. Appendix: Query to pull Null SSNs from ISIRS • Look in Notes section of this slide

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