2018 1098-T Forms are now available! As of Wed, Jan 30 3:00PM, student tax forms were posted to Student Center Accounts for viewing. If you need help accessing your electronic form, please click here; if you need help opting into having a paper copy mailed to your permanent/home address, please click here.
2018 Tax Year Update: 1098-T Reporting Changes Announced by the Chancellor's Office
It’s almost that time of year again: Tax Season! We wanted to take a moment to let you know about an important update regarding your 1098-T tax form for the 2018 tax year.
As required by the Internal Revenue Service (IRS), 1098-T tax forms will be changed from reporting charge information (Box 2 of the tax form) to reporting payment information (now shown in Box 1). Please refer to the Chancellor's Office Message addressing this change from the Bursar’s Office website.
We are required to supply your 2018 1098-T no later than January 31, 2019. After January 31, 2019 or the issuance of your 1098-T form (whichever is sooner), if you have questions regarding the amount in Box 1 or want to know how to obtain an electronic/paper copy of your 1098-T, please contact the Bursar’s Office by:
- Submitting a service ticket: http://bursar.sfsu.edu/inquiry (response time of 1-2 business days)
Visiting us in-Person:
Student Services Building, 1st Floor, Mon- Fri 8:30AM – 5:00PM
Administration Building, 1st Floor, Mon- Fri 8:30AM – 5:00PM
- Calling us: (415) 338-1281
Please note: The Bursar’s Office is not authorized to provide any tax advice, as no one on our staff is a tax expert. We encourage you to share this information with your tax preparer so you can plan your tax filings accordingly.
FRANCHISE TAX BOARD (FTB) INTERCEPTION NOTICES HAVE BEEN MAILED
Notice: Franchise Tax Board (FTB) Interception Notices will be sent on or around October 1, 2018. Affected students will be given 30 days from the notice date to resolve or dispute the debts before the university reports the debt to the FTB for intercept collection efforts to begin.
How old are charges eligible for FTB Interception?
Outstanding obligations prior to May 1, 2018 will be reported to the Franchise Tax Board (FTB)
Why does the campus go through this process?
The university is required to report the outstanding obligations to the State of California. If SF State students carry any obligations that are dated May 1, 2018 and older, remain outstanding through the date of the notice, and are expecting a State Tax Refund, the FTB will intercept (claim) that tax refund amount and apply it towards the outstanding obligations. This will continue each year until debt is paid in full. If state tax refund amounts are greater than outstanding obligations, the unused portion of the student's tax refund will be returned by the campus; not the FTB.
What is the Gator Pass?
As part of tuition fees, all students pay $180 each semester for a “Gator Pass”—a discounted transit pass incorporated into each student’s OneCard. The transit features of your OneCard are provided through Clipper--your OneCard is also a Clipper Card. Clipper is the all-in-one transit card for the Bay Area. It can hold transit passes, such as the Gator Pass, cash value, BART parking value or any combination thereof.
The Gator Pass affords students a 25% discount on all BART rides to and from Daly City BART Station, as well as unlimited rides on the San Francisco Municipal Transportation Agency (SFMTA)’s MUNI, with the exception of cable cars.
For more information about the Gator Pass, please visit the Associated Students web page at http://asi.sfsu.edu/transitpass.