1098T and Payment Plans

Hello,

Years ago, when the switch was made from “Amounts Billed” to “Payments Received” for 1098T, we were advised that Payment Plans that included both QTRE and non-QTRE needed to be separated out for 1098T processing. Is that still the case? We have one payment plan for QTRE and another for non-QTRE.

A campus is requesting if the following is possible:

"Put all charges on the payment plan and only the QTRE charges would be reported on the 1098T form. What I have done in the past leaves the balance on the student account and as payments are made to the payment plan, the balance is reduced. I'm not sure if the 1098T configuration changed that this isn't a viable solution to use?"