1098-T Tax Information
CHANGES FOR 2018: Beginning in 2018, the university will report qualified tuition and fee payments on 1098-T forms as required by the PATH Act. Only payments received in calendar year 2018 will be reported. The tax year 2017 will be the last year that the university reports billed qualified tuition and fees as in past years. The 2017 1098-T tax forms will be available by January 31, 2018.
The 2013-2016 tax year 1098-T federal tax tuition statements are available online at https://heartland.ecsi.net
The university has contracted with Heartland ECSI to provide these documents to students. All students can access their electronic statement in one of two ways:
- If a student profile has been created with Heartland ECSI, use the Heartland Key to connect the account to the tax statements.
- If a student has not registered for an account profile, click on the Sign In or Register button in the upper right side of the page on the link above. Complete the registration section to create a profile and then connect to the tax statements by entering the Heartland Key that was provided in the email when the 2016 documents were upload. If the student does not have their Heartland Key, contact Heartland ECSI Customer Service at 866-428-1098 or via LiveChat from the Heartland ECSI student website. The student will have to provide basic information to authenticate his or her identity, and the Heartland key will be provided for students to access their tax statements.
TWU does not file a Form 1098-T or furnish statements for:
- Non-resident alien students, unless provided a valid SSN or ITIN number and requested by the student.
Students can complete a Form W9s, Request for Student's Taxpayer Identification Number and Certification, and submit to the Registrar's Office, prior to the tax year form preparation and will receive a 1098-T form.
As permitted by the IRS, the University has chosen to populate the amount billed for qualified tuition and fees in Box 2 on the 1098-T as opposed to payments received (Box 1). Please note that the University does not provide the optional Box 1 payment information and will not provide a modified form.
DISCLAIMER: Please be advised that TWU is prohibited from providing legal, tax, or accounting advice to students and we are not responsible for any use you make of this information. Please refer to IRS publication 970 Tax Benefits for Higher Education or contact a certified tax advisor for assistance.
Page last updated 9:37 AM, October 27, 2017