1098-T Tax Information for Students
The Internal Revenue Service requires that Randolph College report payments received for qualified tuition and expenses and scholarships and grants invoiced or posted to student accounts on Form 1098-T.
The 1098-T is an information return that assists students in computing certain education tax credits or deductions for which they may be eligible when they file annual income tax returns.
Randolph College has partnered with ECSI to provide your 1098-T Tuition Statement electronically.
How Do I Access My 1098-T Tax Form?
There are three steps to access your 1098-T tax form.
Step 1: Create a Profile
Go to https://heartland.ecsi.net and follow the steps below.
You will need to create a profile to connect an account and access your 1098-T tax form. See Create a Profile below for step-by-step instructions.
If you already have a profile, you can skip Step 1 and go directly to Step 2 to connect your tax form account to your existing profile.
Step 2: Sign In To Your Profile
Now that you have created your profile, you will need to sign in to the profile to complete step 3 of this process. See Sign In To Your Profile for step-by-step instructions.
Step 3: Connect an Account
Once you have created a profile, you will need to connect your tax form account to your profile. See Connect An Account for step-by-step instructions.
IMPORTANT! You will need your Heartland Key to connect your account and view your tax form. See Connect An Account for instructions on how to locate your Heartland Key.
Create A Profile
To create a profile, click on the Sign In | Register link in the top right of the web page. Go to the Register and Create A New Profile area on the right side of the page. Follow the instructions below.
Step 1: Think of the username you want to use and enter it in the Username field. Then think of a password you want to use and enter it in the Password field. You will need to re-enter the Password in the Confirm Password field. Click on the Continue button.
Step 2: Enter your contact information including your first and last name, date of birth, phone number, and email address. Click on the Continue button.
Step 3: Enter your address including street, city, state and zip code. Click on the Continue button.
Step 4: Select three (3) security questions and enter your security answers. Check the reCAPTCHA checkbox and click on the Save Your Profile button.
When your profile is successfully created, you will be returned to the Sign In page.
Sign In To Your Profile
To sign in to your profile, click on the Sign In | Register link in the top right of the web page. Go to the Sign In To An Existing Profile area on the left side of the page. Follow the instructions below.
Step 1: Enter your username and password. Click on the Continue button.
Step 2: Choose how you want to receive your verification code. Check the reCAPTCHA checkbox and click on the Send Verification Code button.
NOTE: You can receive the code via text if you entered a mobile number for your profile. Otherwise, you can receive your verification code via automated call or email.
Step 3: Enter the verification code that you received in the Verification Code field. Click on the Continue button.
When you have successfully completed the Sign In process, you will be directed to the Your School Accounts page. This is where you will need to connect your tax form account to your profile to view or print your 1098-T(s).
Connect An Account
To connect an account to your profile, use the following steps.
IMPORTANT! You will need your Heartland Key to connect your account.
Step 1:Click on the Connect An Account tile from the Your School Accounts page.
Step 2: On the left side of the page, enter your Heartland Key and click the Continue button.
If you don’t have your Heartland Key, you can search for it by clicking on the lookup link for 1098-T forms under the Search for Heartland Key on the right side of the page. Enter the requested information and click on the Find My Heartland Key button
If you cannot locate a match, you will need to call our Contact Center at (866) 428-1098 for assistance.
View Your 1098-T Tax Information Online
After you have created a profile, signed in to your profile, and connected your tax form account, you can view your 1098-T tax information.
From the Your School Accounts page, click on the tile/card that is displayed for the school. Then, click on the View Account button. Your tax form information will be displayed on the page.
View Or Print Your 1098-T Tax Form
After you have created a profile, signed in to your profile, and connected your tax form account, you can view your 1098-T tax form.
From the Your School Accounts page, click on the tile/card that is displayed for the school. Then, click on the View Account button. Your tax form information will be displayed on the page.
IMPORTANT: You must turn off pop-up blockers to view your form in the IRS Form 1098-T format. To turn off your pop-up blockers, visit the Tools or Settings menu for your specific browser.
Click on the View/Print Statement link to the right of the tax form information section. Your form will be presented in the IRS Form 1098-T format in your browser’s standard print dialogue box. Follow the print instructions for your particular browser to print the form to your local printer.
Frequently Asked Questions about Form 1098-T
What Is A 1098-T Tax Form and Why Did I Receive It?
The 1098-T tax form is an IRS tax form that lists the amount of qualified tuition and related expenses that you paid or were billed during the previous year by your school. You may be able to deduct some or this entire amount from the income you report on your federal tax return, which may reduce your income tax. Check with a tax advisor to determine which amounts are tax deductible.
If you received a 1098-T tax form, it’s because you may be able to receive a tuition and fees deduction or claim an education credit on a 1040 or 1040A Form for qualified tuition or expenses that you paid.
When Can I Expect To Receive My 1098-T Tax Form?
The IRS tax laws state that all tax forms must be mailed by January 31st. You can access your tuition statement by signing into your account on heartland.ecsi.net. Once you’re signed in, click on the Tax Documents & Information under your University, and click on View Statement.
Where Can I Find The Qualified Tuition And Related Expenses I Need To File My Taxes?
All information is provided on your 1098-T tax form. Check with a tax advisor to determine how much of the qualified tuition and related expenses are tax deductible.
Where Can I Find The School’s Federal Tax ID Number?
When you file your taxes, you may need to include your school’s federal tax ID number. You can find the number on your 1098-T, in the box titled FILER’s federal identification number.
Do I Need A Physical Copy Of My 1098-T Tax Form To File My Taxes?
To file your taxes, you don’t need a physical copy of your 1098-T tax form. Check with a tax advisor to determine how much of the qualified tuition and related expenses are tax deductible.
Understanding Your 1098-T Tax Form
Your 1098-T tax form might look confusing at first glance. We’re here to help you decode the boxes and their contents.
Box 1 shows the payments that the school received for qualified tuition and related expenses during the previous year. It also includes Scholarships and Grants received for Tuition or related expenses. You may be able to deduct some or all of this amount from the income you report on your federal tax return.
Box 4 shows any adjustment, refunds towards reductions, or reimbursements made for any prior year for qualified tuition and related expenses that were reported on a prior year’s 1098-T tax form. This amount could reduce any allowable education credit that you claimed for any prior year.
Box 5 shows the total of all scholarships or grants processed and administered by the eligible school or university. The amount of grants or scholarships for the calendar year (including those not reported by your institution) could reduce the amount of the education credit you can claim for the year.
Box 6 shows any adjustments to grants and scholarships for a previous year. The amount in this box may affect the amount of any allowable tuition and fees deduction or education credit that you claimed for the previous year. You may have to file an amended income tax return (Form 1040X) for the previous year.
A checkmark in Box 7 means that Box 1 includes the amount for an academic period beginning January-March of the following year.
A checkmark in Box 8 means that you are considered to be carrying at least one-half the normal full-time workload for your course of study at the reporting institution for the reporting or registered year.
A checkmark in Box 9 means that you are considered to be enrolled in a program which leads to a graduate degree, graduate-level certificate, or other recognized graduate-level educational credential.
Box 10 shows the total amount of reimbursements or refunds of qualified tuition and related expenses made by an insurer. The amount of reimbursements or refunds for the calendar year may reduce the amount of any education credit you can claim for the year (may result in an increase in tax liability for the year of the refund.)
What Should I Do If My 1098-T Tax Form Does Not Match My Personal Information?
To correct your Social Security Number on your tax form, you must fill out Form W-9S. You can do this online by accessing your tax form and then selecting the Complete W-9S Form link. You can also complete a paper form and provide it to your school.
Please note that your SSN cannot be corrected without a W-9S form on file. Please be sure to include your email address on the form. By providing your email address, your school will be able to notify you via email that your new form is available.
Can I Access My Previous Year’s 1098-T Tax Form Online?
As long as your school provided your previous year’s information to ECSI, you can access the form online. If you do not see a previous year’s form online, please contact your school.
Why Didn’t I Receive A 1098-T Tax Form?
For a number of reasons, you may not need a 1098-T tax form. In some cases, your qualified tuition and related expenses could have been covered entirely by scholarships or grants, or an arrangement through your employer or a government entity. Another possibility for not receiving a 1098-T Form is if you’re not a United States citizen, or if you are listed as an international student for tax purposes. Additionally, if you received no academic credit for the calendar year or if your tuition was billed for a different calendar year, you may not receive a 1098-T tax form.
Where can I find more information?
The IRS website and 2025 Instructions for Forms 1098-E and 1098-T will provide further details if needed.
