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Order of data for 1098-T Import

You can import data from a CSV file format.

Each column has to be read in the correct sequence. The 1st column on your data identifies whether this information return is Void. The 2nd column has a value for Corrected and so forth following in the order below for the 1098-T:

Void
Corrected
Filer Name
Filer Address
Filer City
Filer State
Filer Zip
Filer Phone
Filer Federal identification number
Filer Type of TIN
Student Federal identification number
Student Type of TIN
Student Name
Student Address
Student City
Student State
Student Zip
Account Number
1098_T_1 // payments received for qualified tuition and related expenses
1098_T_2 // amounts billed for qualified tuition and related expenses
1098_T_3 // check if you have changed your reporting method
1098_T_4 // adjustments made for a prior year
1098_T_5 // scholarships or grants
1098_T_6 // adjustments to scholarships or grants for a prior year
1098_T_7 // check this box if the amount in box 1 or 2 includes amounts for an academic period
1098_T_8 // check if at least half-time student
1098_T_9 // check if a graduate student
1098_T_10 // ins. contract reimb./refund

For #1 and #2, enter either payments received OR amounts billed. DO NOT report both.

#4 and #6 are assumed to be negative. It is not necessary to code with an over punch or dash to indicate a negative reporting.

An example is as follows:

"0", "0", "Payer Name", "Payer Address", "Payer City", ...

We still greatly appreciate feedback on any of our software products.  We encourage you to send an e-mail to info@1099fire.com with any feedback or comments about any of our products or services.

 
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