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Pomona California Form 1098: What You Should Know

How do you file a 1098-T? (1)  Go to Click on “General,” then under “Other” click on “Tuition Statement.” Fill in the  Filing Address — Your Name — Your Home Telephone Number — Your Work Telephone Number — Your City & State. — Your ZIP Code (2)  Click on “Payments and Payments Remarks.” Fill in the  Student name or Student ID Number — Monthly gross receipts — Amount of taxable tuition/eligible fees — Amount of student loan or other educational loans taken out/in — Gross tuition payment — Other If the student is an employee, you must include the employee's gross income — Other NOTE: This information, once entered, is available to the student and to the financial aid office for the  purpose of calculating the student's award. (3) To determine whether the student was able to reasonably enroll at a higher level or receive better  assistance, Cal Poly uses the table below: If the following columns are set to “0,” the student is not able to have access to the resources to be considered successful and eligible to receive a degree, the student is not able to take the necessary steps to be declared a success; or all four columns are set to “1,” the student is able to obtain the resources to be successfully able to take the necessary steps towards becoming a success. To determine if the student was able to reasonably be determined to be a success by Cal Poly, you must do the following: (1) Enter the student as in-State or out-of-State. (2) Enter the student's highest degree program completed at Cal Poly. If possible, enter the degree or the degree program if it was a certificate program. (3) If the student received a general education development (GED) Diploma, enter the degree that was awarded or the equivalent grade. (4) If the student has a Certificate of Education or Diploma issued in another state and that is recognized or certified by Cal Poly, enter that degree. If the student has a Certificate of Education or Diploma issued in a foreign country that is recognized or certified by Cal Poly, enter the degree that was awarded.

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