As you complete your 2013 tax return you may need a form 1098-T record of educational expenses. These forms are now available online. They will not be mailed, but may be downloaded one of two ways:
If you are NOT already an authorized user, your student will need to set you up as one. The instructions can be found at:
http://www.onu.edu/administration/controllers_office/student_accounts then click on "Adding Authorized Users" under "Policies/Instructions"
If you ARE already an authorized user, your student will need to give you access to view the 1098-T statement online. An email was sent out to the students on 01/17/14 with instructions on how to do so. The student will need to go to www.onu.edu
Authorized Users Edit→Yes→to "Would you like to allow this person to view your 1098-T tax statement?"
Once you are granted access to the 1098-T form you will first need to make sure that you have Adobe Acrobat Reader 8.x or higher. You can download the latest version at: http://get.adobe.com/reader/
To retrieve the 1098-T statement, log in as an authorized user and click on the eBills tab at the top right. Then, click on -view-beside the tax year that you want to download. If a window does not pop up displaying the form, you may need to allow pop-up from payment.onu.edu (a box should appear at the bottom). Click -allow once- and the form will load.
If you get a blank form when you click on the view link, please refer to the document below for assistance.
2. Self-Service Banner
Because the form is password-protected, it is necessary for the student, rather than you, to download it from this area. Please ask your ONU student to retrieve the form from the web by going to www.onu.edu and clicking on:
Information for You→Current Student→Self-Service Banner→Student Services→Student Account→Tax Notification→Enter Tax Year = 2013
The 1098-T form provided to you by Ohio Northern University is an informational tax return for you to use for federal income tax reporting purposes to assist you in determining eligibility for the American Opportunity (Hope) and Lifetime Learning education tax credits. The 1098-T provided is based on qualified tuition and related educational expenses billed (excluding room and board) and non-repayable financial aid (scholarships and grants) applied during the calendar year 2013. You as a taxpayer should report actual expenses paid for qualified education expenses during the calendar year, so please consult your tax advisor for guidance. For an overview of the American Opportunity (Hope) and Lifetime Learning education tax credits visit the IRS website at http://www.irs.gov/uac/Tax-Benefits-for-Education:-Information-Center
Questions can be addressed to firstname.lastname@example.org