Please note this important change for Graduate Student Researcher (GSR) fellows and trainees receiving 1098-T tax forms for qualified education expenses paid from UCPath.
What’s Changing: Integration of Payroll Information for GSR Fellows and Trainees
In early January 2025, UCPath will begin providing payroll information for Graduate Student Research (GSR) fellows and trainees to the 1098-T vendor for tax reporting purposes. This will supplement the current 1098-T process managed by individual locations. This change supports UCPath’s shift to processing GSR fellow and trainee payments, which began on August 1, 2024.
To help support this transition, UCPath shared reports with location-designated contacts in November and December to validate data and address any concerns before the information is sent to the 1098-T vendor.
What is a 1098-T?
The 1098-T form reports qualified education expenses for students receiving fellowships, scholarships, or stipends. Key items on the form include:
- Box 1: Reports tuition and fees paid during the year.
- Box 5: Reports the total of all fellowships and scholarships awarded.
New Support Email for GSR Fellow and Trainee Inquiries
Campus locations will continue to serve as the first point of contact for any 1098-T related questions from students. To assist with any questions students may have, we have set up a dedicated email address: [email protected].
This email will be monitored by the Registrar, Payroll, and Student Accounts teams to ensure that your inquiries are directed to the right department based on the nature of your question. UCSF will work closely with UCPath to assist GSR fellows and trainees with any 1098-T related questions.
The new email address will also be available on the Student Information System (SIS) landing page, where students access their 1098-T forms. We hope that the integration will be seamless, but please don’t hesitate to reach out if you need further clarification.
For any payroll adjustments or corrections, UCSF will follow the standard payroll support model and can submit an inquiry to UCPath if additional assistance is needed.
We are committed to ensuring a smooth transition and helping students with any questions they may have. If students need assistance, please have them contact us at [email protected].