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1098-T Frequently Asked Questions

What is a 1098-T?

This form is used by eligible educational institutions to report information from their students to the IRS. This reporting is required per the Taxpayer Relief Act of 1997. The required information includes the student’s name, address, social security number or individual taxpayer identification number, enrollment status, total qualifying tuition and related expenses, and total scholarships and grants received (whether taxable or not). The 1098-T form will assist students in calculating any education tax credit that they may be eligible for under the Hope Scholarship and Lifetime Learning tax credits.

When will this form be mailed to students?

The 1098-T form is required to be provided to each applicable student and must be mailed no later than January 31.

How do I use this information?

LeTourneau University’s sole responsibility regarding the American Opportunity and Lifetime Learning tax credits is to furnish the form to the student and the IRS. It is not responsible for, and is prohibited by law, from giving tax advice. For assistance with using the information reported on the 1098-T, consult a tax advisor or the Internal Revenue Service for guidance.

Can my 1098-T be accessed online?

Yes—you can access your 1098-T at heartland.ecsi.net.

The website provides the ability for a student to review specific demographic and financial information provided by the school. This secure, login-based portion of the web site requires the user to provide identifying information for login.

Required Information for Login:

Type in the School Name, when prompted.  The user will also be asked for First and Last Name, SSN, and the Zip Code that appears on their 1098T. The Zip Code used matches what has been provided by the student as their permanent mailing address in the University’s system.

Accessing Your Record:

Next to the 1098T line item, on the far right side, click the plus sign.  This reveals some details; however, to obtain the actual 1098T form, click on View/Print Statement to the far right side of the page (you may need to disable the pop-up blocker).

Why is Box 1 empty?

The IRS guidelines require educational institutions to report either payments received (Box 1) or the amount of qualified tuition and related expenses (Box 2). LeTourneau University reports qualified tuition and related expenses that were billed during the tax year.

What are qualified tuition and related expenses?

Qualified tuition and related expenses are defined by the IRS as “tuition and fees required for enrollment or attendance.” In general, not all charges incurred during a calendar year will meet IRS requirements. Therefore, total charges for the calendar year will not always match the figure in Box 2.

Is the cost of textbooks included in Box 2?

No, the cost of books is not a qualified expense, because the books are not required to be paid to the University as a condition of the student’s enrollment.

Who do I contact if I have questions about how the totals for each box were calculated?

The Student Accounts office can assist you with any questions that you may have concerning how the totals for each box were calculated. They can be contacted by phone at 800-388-5327 ext 4140 or by email at SGPS-StudentAccounts@letu.edu.

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