The IRS 1098-T provides tax information necessary to determine eligibility for the American Opportunity Tax Credit and the Lifetime Learning Credit. These are two tax credits available to help offset the costs of higher education by reducing the amount of your income tax. For more information, see IRS Publication 970. and seek counsel from a qualified tax professional. Tarleton State University is prohibited from giving tax advice and cannot determine if a student qualifies for a tax credit.
The 1098-T reports qualified tuition and related expenses paid on or after January 1 and on or before December 31 of the tax year. Not all payments received are for qualified tuition and related expenses. For example, parking permit fees may appear on the bill statement, but are not a Qualified Tuition and Related Expense. You will therefore see a difference in the payments received for Qualified Tuition and Related Expenses (1098-T Box 1) and the total amount paid. For purposes of the Form 1098-T provided by Tarleton State University, listed below is a partial list of qualified and unqualified expenses.
Qualified Tuition and Related Expenses
- Designated Tuition
- Tuition
- Differential Tuition
- Lab Fee
- University Services Fee
- Student Center Fee
Unqualified Expenses
- Room and Board Fee
- Parking Fee
- Health Service Fee
- Intercollegiate Athletics Fee
- Recreation Sports Fee
- Late Registration Fee
- Payment Plan Fee
Tarleton State University has partnered with Heartland ECSI, offering students the opportunity to receive their 1098-T Tuition Statement electronically. To receive a 1098-T form electronically, the student must give their consent by following the link provided below and following the step by step instructions. 1098-T’s will be provided by the end of January 2025. If electronic consent is not received by January 1, 2025 the 1098-T will be mailed to the current address on file. Not all students will be eligible to receive a 1098-T for the 2024 tax year. Email notifications will be sent when 1098-T forms are available.
For questions, please visit www.heartland.ecsi.net for information regarding tax documents and to obtain contact information for Heartland ECSI. For Customer Service Contact ECSI 1-866-428-1098.
Frequently Asked Questions
1098-T Prior to 2016
Log into General Dynamics Information Technology (GDIT) Taxpayer Relief Act (TRA) Service to retrieve your 1098-T.
Tarleton State University and ECSI cannot provide individual income tax advice. If you have any tax related questions, please contact a tax professional or the Internal Revenue Service at 1-800-829-1040.