My 1098-T Setup

No setup is required in J1 Desktop to support the My 1098-T feature. However, you must run the Generate 1098-T's process in J1 Desktop to populate the Student Year Reporting Table in order for students and parents to view 1098-T information.

JICS Setup

Configuration settings in JICS can be done by roles with permission to access and administer global and portlet settings.

If you are an administrator and need help setting up and configuring this feature, see the detailed setup sections below.

Administering the Feature

1. Log in as the campus portal administrator.

2. From the My 1098-T feature, click the Setup menu option.

3. In the Please enter the default 1098-T year drop-down list, choose the latest year for which 1098-T data will be available to students.

4. In the Please enter the previous number of years you want the student to be able to view their 1098-T data drop-down list, choose the number of years prior to the default 1098-T year (see #3) for which 1098-T data will be available to the students.

5. Select the Should users be able to view their 1098-T Information online? checkbox if students will be allowed to view their 1098-T information online.

If you select this checkbox, a link to their 1098-T data will be displayed.
If you do not select this checkbox, a configurable message will be displayed (see #6).

6. In the No View Message text box, enter the message text that will be displayed if users are not allowed to view their 1098-T information (the Should users be able to view their 1098-T Information online? checkbox is not selected).

7. Click the Save button.

Setting Up the My 1098-T Feature

J1 Desktop Setup

JICS Setup

Administering the Feature