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As you complete your 2014 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 the following two ways:
If the student is retrieving Form 1098-T via:
Internet Explorer (Preferred)
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 of the screen). Click "Allow Once" and the form will load.
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-ups from payment.onu.edu. Click on "Options" if the pop-up message appears and choose "Allow Pop-ups from payment.onu.edu". You will need to click on the "View" button beside the tax year that you want to display again. If a message appears at the top that says "This PDF statement might not be displayed correctly" and the form is blank, click on the button in the upper right hand area of the address bar that says "Open with Different Viewer", then choose "Open with Adobe Reader" and "OK", and the form should then display properly.
If your Form 1098-T is Blank:
Below is a link for Adobe Acrobat Help in case you experience any problem displaying the PDF in your browser:
Please note that only Students and Authorized Users have access to view the Form 1098-T
If an Authorized User is retrieving Form 1098-T:
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 Form 1098-T statement online. The student will need to log in and click on "eBills" at the top right, then click "Authorized Users", then "Edit", and then select "Yes" when asked "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 and follow the instructions for your particular browser per the browser-specific instructions above.
2. Self-Service Banner
Because the form is password-protected, it is necessary for the student, rather than someone else, 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 = 2014
The Form 1098-T 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 Form 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 2014. 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