Winter 2019 Important Dates

Charges Post - At Time of Registration - 11/06/2018 - 11/29/2018
Students WITHOUT Financial Aid — Past due: 12/01/2018, Class Cancellation: 12/17/2018
Students WITH Financial Aid — Past due: 01/01/2019, not subject to class cancellation

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Tax Information

Tuition Statement (1098-T)

At the end of each tax year, Cal Poly is required to furnish a 1098-T form, also known as a Tuition Statement, to each student who was enrolled during that respective tax year and whose total tuition and qualified expenses exceed scholarships and grants (this means that if your grants and/or scholarships totaled more than your tuition fees (also called registration fees), you will not get a 1098-T).

The 1098-T is available by January 31 of the new year. When you Consent to View Online*, your 1098-T Form is available through your Cal Poly portal as soon as it has been produced. If you do not consent to view online, the form will be mailed to the student's mailing address via standard US mail. Regardles of the delivery method chosen, the data on the form is also reported to the IRS.

Revised Reporting for 2018 Tax Year

Until recently, the Internal Revenue Service (IRS) permitted colleges and universities to choose between two methods for reporting Qualified Tuition and Related Expenses (QTREs) to students on the Form 1098-T. Like most universities, Cal Poly chose to report QTREs in Box 2 (charges posted for QTREs), rather than in Box 1 (payments received for QTREs). Recent legislation now requires reporting payments received for QTREs in Box 1 of the 1098-T, rather than reporting the amount billed in Box 2. Cal Poly has implemented this change for the tax year ending December 31, 2018.

*** IMPORTANT *** Transition Year Note on Payments

In order to credit you with a payment in the 2018 Tax Year, Cal Poly must receive your payment before 12/31/2018. Because the campus is closed for the holiday break, payments by paper check or in person must be received at the University Cashier's Office no later than 4pm on Friday, December 21, 2018. Online payments through CASHNet Online Payment System (eCheck or Credit Card) must be completed no later than 5pm on Monday, December 31, 2018.

Additional Transition Year Note

One impact of this change for the tax year ending December 31, 2018, is that the amount reported in Box 1 may include your Winter Quarter 2018 payments only if the payments were received and processed in 2018. Similarly, an amount may have been reported in 2017 (as a charged amount) and also again in 2018 (as a received payment) because the reporting method changed.

Other Notes

  • The total in Box 1 may be an odd amount (includes cents) because the health service fee portion of registration fees is not a qualified charge, and therefore, is not included in the Box 1 total.
  • Please refer to the "Instructions for Student" section of the 1098-T form for more information.
  • The 1098-T may be downloaded from the Cal Poly portal. Simply click the Money Matters tab and look for the Student Center link under the Student Accounts & Payment Info column.

In The Student Center (Finance Section)

1098-T Detail Inquiry link - a downloadable 1098-T tax statement.

Reminder: if your grants and/or scholarships totaled more than your tuition fees (also called registration fees), there will be no 1098-T information to download.

1098-T Print Option Inquiry link - Because the 1098-T statement contains sensitive information, Cal Poly is now offering its students the option of not having the information mailed. If you would prefer downloading your 1098-T information through your secured portal access, please access the Print Option Inquiry link and choose the electronic access option - then save your update.

Student Loans (Interest Paid)

As per the Taxpayer Relief Act (TRA), student loan lenders must provide interest paid information to their loan borrowers annually.

Federal Perkins and Institutional Student Loans

Cal Poly is the loan lender for these loan types. As such, we have contracted with a billing service, ECSI, to provide our borrowers with the required annual interest paid information, as well as repayment management services.

  • Any borrower that paid interest on their Cal Poly student loan in the designated tax year will receive interest paid information on their February, March, or April ECSI-generated billing statement. You may obtain a copy of your billing statement by accessing the ECSI web site: http://www.ecsi.net, or you may call ECSI for the information: (888) 549-3274.

Federal Stafford (Sub/Unsub); Parent (PLUS); Alternative; and All Other Loan Types With A Lender Other Than Cal Poly

Please contact your loan lender(s) for your annual interest paid information.

1098-T Forms Are Available Online for 2017

1098-T forms for 2017 have been issued for Cal Poly students. The student is able to view/print the form by logging into his/her Poly Portal (my.calpoly.edu) and selecting the Money Matters tab. The “Form 1098-T Tuition Statement” link will be on the right in the “Financial Links” box.

A paper form will only be mailed if consent to view online has not been given by the student.*

If the student is not a U.S. Citizen, a Form 1098-T was still produced but cannot be mailed, so consent to view online must also be given by the student.*

From the Money Matters tab of the student Poly Portal (my.calpoly.edu), scroll down on the right under "Financial Links" to the "Form 1098-T Tuition Statement" link. In the next window, select the "Grant Consent" button. Read the agreement and then select the "Yes, I have read the agreement" box on the 1098-T Consent Agreement page and click "Submit".

Granting consent to receive your 1098-T via on-line access need only be given once.