Re: bursar-l: 1098T's

From: Kroniser, Betty <kroniser_at_cup.edu>
Date: Mon, 16 Feb 2009 11:47:42 -0500

Cal U has rolling registration. Our 1098T's are produced based on the calendar year the charge was posted to the student' account and we don't report payments - only scholarships and grants.

So if a student registers for a summer 2008 class in December, 2007, if the charge is not posted to the account until May, 2008, that is the year used for reporting for 1098T purposes. Nothing would be reported in 2007 because there was no charge on the student's account even though the student was registered.

We control when semester charges are posted to a student's account and we post charges within 60 days of the starting date. Hope this helps.

Betty Kroniser
BURSAR
California University of Pennsylvania
Dixon Hall Room 121 (#83)
Phone: 724-938-4431
FAX # 724/938-5983

From: bursar-l-bounces_at_list.mail.virginia.edu [mailto:bursar-l-bounces_at_list.mail.virginia.edu] On Behalf Of Harr, Shirley
Sent: Monday, February 16, 2009 9:42 AM
To: bursar-l_at_list.mail.Virginia.EDU
Cc: Barb, Debbie
Subject: bursar-l: 1098T's

Question(s) to those schools who have rolling registrations:

1. Your school permits registrations to occur in the prior calendar year and accept payment. Example: student registers and pays in December 2007 for a course that begins May 2008. When do you produce a 1098 for that student, 2007 or 2008?

2. Same student as above but pays in April, 2008. When do you produce a 1098, 2007 or 2008?

Any input/insight would be appreciated.

Thank you.

Shirley L. Harr, Bursar
Community College of Allegheny County
800 Allegheny Avenue
Pittsburgh, PA 15233
sharr_at_ccac.edu
www.ccac.edu
412-237-3140 (telephone)
412-237-3036 (fax)

CCAC. We're More Than You Know.

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Received on Mon Feb 16 2009 - 12:29:27 EST

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