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The 1098-T boxes 1 and 5 hold totals for qualified tuition payments (Box 1), and scholarships or grants (Box 5). The amounts in these and other dollar value boxes are populated based on the configuration of Campus Cafe transaction codes. Prior to configuring Campus Cafe, consult with a tax professional about how the institution will categorize each transaction code. Besides a tax professional, information is available from the IRS 1098-T instructions and the National Association of Colleges and University Business Officers.

Transaction Codes

Campus Cafe Transaction codes must be configured prior to running the 1098-T process. Be sure to configure all transaction codes within the period of time encompassed by the 1098-T. Even inactive transaction codes may need to be configured if they were used during the reporting period.

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For each student in a credit-hour program, the process sums the enrolled credits by semester for semesters falling within the tax (calendar) year. It then compares the total to the half-time threshold set for the semester in semester date maintenance. If the total meets or exceeds the threshold for any semester within the year, the process indicates the student as half time. (Note semesters can be tied to student degree sites. The process looks first for a semester with the student's degree site and then to the semester with no site attached for the credit thresholds. If neither exist, the process assumes six credits constitute half time for undergraduate students and three credits constitute half time for graduate students.)

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