1098-T Tuition Statements

Educational institutions are mandated by the Internal Revenue Service to send a 1098-T tuition statement to each enrolled student who has made a reportable transaction based on the IRS criteria. In previous years, the 1098-T included an amount in Box 2 that represented the qualified tuition and related expenses (QTRE) that the college billed to your student account for the calendar (tax) year. Due to a change to institutional reporting requirements under federal law, beginning with the 2018 tax year, institutions will report in Box 1 the amount you paid of QTRE billed in the tax year.

Depending on your income (or your family’s income, if you are a dependent), whether you were considered to be enrolled half-time or greater for one term, and the amount of your qualified educational expenses for the year, you may be eligible for a federal education tax credit. Refer to IRS Publication 970, IRS Form 8863 and the Form 1040 for information and instructions about claiming education tax credits.

Data reported on the 1098-T are:

  • The SUNY Empire State College federal ID number which is 16-1514621
  • Student name, address and taxpayer identification number(TIN) or social security number (SSN)
  • The total amount of payments of qualified tuition and related expenses received during the calendar year
  • Adjustments for a prior year payment will not be reported in 2018 due to the change in reporting method
  • Scholarships, grants or sponsorship administered and processed by ESC in the calendar year
  • Adjustments to scholarships, grants or sponsorship for a prior year
  • A check box if attending at least one-half the normal full-time workload at ESC
  • A check box if enrolled in a program leading to a graduate degree or graduate certificate

Students are able to view their account payment activity in TouchNet, our payment platform that is accessible from the Student Accounts portal page.

Important Reminders About the 1098-T

  • Forms are mailed by Jan. 31 from Heartland ECSI, the company chosen by SUNY administration. You may expect to receive your form by early February.
  • The college is not required to issue you a form if your qualified tuition and related expenses are entirely waived or if your qualified tuition and related expenses are paid via an agreement between your sponsor and the college.
  • Not all students who receive a 1098-T are eligible to claim a deduction or credit. SUNY ESC staff are unable to provide you with individual tax advice. Consult with an informed tax preparer or the IRS if you have questions about your tax filing.
  • Data reported on the 1098-T is also reported to the Internal Revenue Service by Heartland ECSI at the end of March.

To retrieve a copy of your 1098-T online at ECSI Heartland, go to https://heartland.ecsi.net . You do not need to set up a profile with Heartland ECSI to view your 1098-T form. To locate your 1098-T on their website see the following steps:

  • As indicated on their web page, click on the “Tax Documents” block.
  • Next screen, click on “Want to look up your 1098-T form?”
  • At the next screen, enter SUNY and then choose Empire State College from the drop down and click submit:
  • Follow the prompts below at the next screen.
    • *Be sure to use the zip code of the address on your ESC record.

While staff of Empire State College and ECSI may be able to answer certain questions about the 1098-T Tuition Statement, they cannot explain the requirements for educational tax credits. Please consult your tax professional.

Questions?

Contact the Student Information Center at 518-587-2100 or 800-847-3000.

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