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How do I get my 1098 T from UC Berkeley? |

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Looking to get your 1098 T form from UC Berkeley? Don’t worry – we’ve got you covered! In this blog, we’ll provide all the necessary information to make sure you have access to the forms you need to file your taxes. So sit back, relax, and let’s get started on the journey of making sure your finances are in order!

How can I get a copy of my 1098 form?

The University of California, Berkeley issues all 1098 forms electronically. Forms will be available online at https://my.berkeley.edu no later than January 31, and you should receive an automated email from Student Business Services notifying you when it is available for download.

To access your form:

1. Log in with your CalNet ID and passphrase, then open the “My Finances” box on the right side of the page.
2. Click “View/Print Form 1098-T” to download your form as a PDF file or view it online in a web browser.
3. You can also request a mailed copy by clicking “Request Paper Copy” and filling out the brief form with your mailing address information.,

If you are unable to locate or access your form, please contact Student Business Services at (510) 664-9181 and they will be happy to assist you in retrieving a copy of your 1098 form.

What happens if I don’t file my 1098 T?

It is important to file your 1098T Form each year to help track and maximize your educational expenses. Failure to file your 1098-T form may result in a significant penalty in the form of an IRS or Franchise Tax Board late filing penalty. If you do not have your 1098-T from UC Berkeley, please follow the instructions below:

1. Go to the CalCentral website: www.calcentral.berkeley.edu
2. Look for “Financials” and hover over it
3. Click on “View My 1098-T”
4. Follow the instructions on that page for more information about obtaining and viewing your 1098-T form online
5. If you cannot find a copy online, contact UC Berkeley Student Accounts at (510) 642-1346 for assistance obtaining a copy

If you fail to file your 1098-T with the required supporting documents, you could risk being subject to penalties or interest imposed by the IRS or by other Federal, State or Local agencies associated with educational benefits that are based on tax related information reported on this form (e.g., financial aid). It is also possible that failure to comply with this Regulatory Notice may void certain tax related credits and/or deductions related to educational expenses until all requirements are met resulting in additional taxes due or additional refunds due with interest earned on such additional refunds due generated as a result of noncompliance

When should I get my 1098 T form?

The 1098-T form is typically sent out to students by the end of January. However, you can access a digital version of the document from your CalCentral Account at any time. If you have not received the document by February 15th, please contact our office so we can help verify that it was sent and to confirm if another copy needs to be generated.

You will also be able to view an electronic copy of your 1098-T form on CalCentral after logging in with your CalNet ID and password (under “Documents”). Please update your communications preferences via CalCentral as this is how we communicate notices like 1098-T forms to you.

Do all students get a 1098 T?

Do all students get a 1098 T? Generally, all students get a 1098-T from UC Berkeley if they:
-Were billed for qualified educational expenses in the tax year
-All of your UC Berkeley tuition and fees payments were made directly to UC Berkeley or other approved sources
-Have not been denied US residency for the tax year requested by another institution for the same academic period.

Although the IRS requires schools to provide a Form 1098-T, not all students will receive a form. A student may not receive a 1098-T if they:
-Did not have any reportable transactions in 2020 (such as received grants, scholarships or third-party billings)
-Are eligible to be claimed as a dependent on another person’s tax return
-Received only non-qualified tuition and fee payments in 2020 (e.g. housing, meals, books, computer equipment).

RedBud Solutions is authorized to issue 1098-Ts also if no Form is issued by UC Berkeley. All forms must be requested through RedBud Solutions website using your login credentials. If you have any questions or need assistance with your request please contact RedBud Solutions at [redbudsolutions@ucdavis.edu].

Do I have to include my 1098 T on my tax return?

Whether you have to include your 1098-T form on your tax return depends on several factors, including:
-Whether you covered part or the entirety of your Qualified Tuition and Related Expenses (QTRE) with scholarships, grants, and/or other tax-free funds
-Whether you have to report a Coverdell education savings account withdrawal
-What type of Basic Educational Assistance Scholarship or Fellowship you received
-If you are claimed as a dependent on someone else’s income tax return

If any of these situations apply to you, then it is likely that you should include your 1098 T form when filing your income taxes. You can get your 1098 T from UC Berkeley by logging into Cal Central (calcentral.berkeley.edu) with your student ID number and password, clicking “Financials”, then clicking “Statement Requests”. From the dropdown menu select the relevant tax year for which to generate the form and click “Submit.” You can also check with Financial Aid for assistance regarding specific questions about how best to proceed with filing taxes. Additionally, IRS Publication 970 provides details on eligibility criteria and other related information.

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