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Form 1098 online Stockton California: What You Should Know
July 31, 2024 — The deadline to use Form 1098-T (from July 2018) or 1098-T-E (from July 2017) on federal returns for tuition, fees, room and board, and per diem. Form 1098-T | California State University (Stanislaus) The 1098-T is used to report interest from checking or savings accounts and other investment accounts. It will have your name, account number, and the transaction date. Form 1098-T | California State University ____ Form 1098-T is used to report the interest from checking or savings accounts and other investment accounts. It will have your name, account number, the transaction date, and type of investment. If you are required by law to disclose this information, please write it on the form. Form 1098-T | California State University ____ | 2 Form 1098-T is useful for those who received any of the following distributions from the student's 529 savings plans. The 529 savings plans are not part of the school's assets. You need to know the amount when determining your eligibility for a tax credit. Form 1098-T | California State University ____ | August 2018 The date on which you were awarded a refund from the 529 plan. For example, if you received a refund on November 15, 2018, use this date. If you didn't get a refund on November 15, 2018, it's best to use November 1-15 as the date. The date you first used the 529 plan money to pay for qualified education expenses. The date you first used the 529 plan money to pay for qualified educational expenses. The date the payment was received by you, or the last day of June after you first used the 529 money to pay for qualified education expenses. For example, if you first used the plan money on June 1, 2018,, and you never received a financial statement for your contributions by June 15, 2018, use June 15 as the “first used” date. If you received a refund for qualified education expenses and the amounts are all over 600, it's best to count the same dollar amount as qualified education expenses on your state tax return.
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