A 1098-T Tuition Statement reports qualified tuition payments and financial aid awarded to students enrolled in courses during the calendar year for which they receive academic credit.
UB will report the IRS 1098-T form for enrolled students who have paid qualified tuition and related expenses and/or received financial aid awards and third party payments during the tax year.
A 1098-T form is automatically delivered to students with a U.S. citizenship status of:
As required by law, your 1098-T statement will be mailed by January 31 of the following year. Students without one of these three US citizenship statuses, or students with a non-resident alien status will not have a 1098-T automatically generated.
International students can request a 1098-T be generated, please contact Student Accounts using our Contact Us link. We will generate the current year’s 1098-T for international students only upon receipt of your request AND a completed modified W-9S form (PDF) (available from UB Registrar's office). The deadline to request the current tax year’s 1098-T form is July 1.
Student Accounts encourages all students to enroll in electronic delivery of their 1098-T, as this is the fastest way to retrieve this important tax document. Please follow the steps listed to view your tax document online. Students will be able to access the prior 4 years of issued 1098-T's online. Any US citizen or permanent resident student, who does not opt-in to online delivery will have the 1098-T form mailed, and it will also be available to view and print online.
Need help logging in to ECSI? Please call 866-428-1098, Monday – Friday, 7:30am – 8:00pm EST.
Depending on when you enroll for spring classes, your Spring charges may post in December when the spring term is billed. If you made payment for your Spring charges by December 31 of the previous year, the payments were reflected on the 1098-T statement in Box 1.
The university’s Federal Identification Number is 16-1514621. This number can also be found on your 1098-T statement. Individuals completing the New York State Tax Form IT-272 will use this number for the EIN of the university..
A 1098-T Tuition Statement reports qualified tuition payments and financial aid awarded to students enrolled in courses during the calendar year for which they receive academic credit.
A 1098-T form is automatically reported to only those students with one of the following U.S. citizenship status on university records: native, naturalized, or permanent resident. For students that have not opted into electronic delivery, the statement will be mailed by January 31 of the following year to your permanent address on file. In addition, you may access and print your 1098-T online through ECSI, also available by January 31.
Students with a non-resident alien status will not have a 1098-T automatically generated but may request one. In order for you to receive a 1098-T, you must complete a modified W-9S form (PDF) Download pdf and send it along with your request for a 1098-T. The deadline to request the current tax year’s 1098-T form is July 1.
In addition to the student’s US citizenship status requirements, you receive a 1098-T if your IRS qualified tuition and related expenses were paid during the tax year. Therefore, if no IRS qualified tuition and related expenses were paid during the tax year, you may not receive a 1098-T form.
UB partners with Educational Computer Systems, Inc. (ECSI) to deliver the 1098-T statements online. Students can access and print their tax statements directly from the ECSI 1098-T website.
Need help logging in to Heartland ECSI? Please call 866-428-1098, Monday – Friday, 7:30am – 8:00pm EST.
There are several reasons why you may not automatically receive a 1098-T form, including the following:
*In order for you to receive a 1098-T, you must submit a modified W-9S form (PDF) and send it along with your request for a 1098-T to the UB Registrar.
The IRS requires schools to report only payments of qualified tuition and related expenses for the calendar year (date the payment was posted on student account). The IRS does not consider the following items to be qualified expenses: courses involving sports, games, or hobbies (unless part of a degree program), dining/meal plan charges, health insurance, disability insurance fees (even if required; excluded by statute), housing charges, late payment fees, library fines, loan processing fees, orientation fees, parking permits, parking fines, student health fees, transportation fees (if providing individual benefit).
For more information on IRS qualified tuition and related expenses, please visit IRS.gov.
You did not have any Payments of IRS qualified charges (Box 1) and/or financial aid and scholarships (Box 5) that posted during the tax year to report.
Box 5 is a total of all financial aid, scholarships, grants and third party payments per IRS instructions (IRS does not include loans) that are posted to the student’s account during the tax year. A student’s financial aid is based on their total cost of attendance, which includes costs that may not be considered qualified by the IRS for the Payments reported in Box 1.
Please note: The university cannot provide you with tax advice or assistance related to the tax credits or how to claim the credit. For assistance, please contact a tax professional or refer to the IRS.gov website.
If the university is requesting for you to complete, you must fill out a modified W-9S form (PDF) ,please send it to the Office of the Registrar.
The IRS requires the university to check Box 9 if the student was enrolled as a graduate student during the calendar year. The student is a graduate student if enrolled in a program or programs leading to a graduate-level degree, graduate-level certificate, or other recognized graduate-level educational credential.
Please note: The university cannot provide you with tax advice or assistance related to the tax credits or how to claim the credit. For assistance, please contact a tax professional or refer to the IRS.gov website.
Let us know how we can help you. Submit our Contact Us form.
UB is unable to provide tax advice; each student is responsible for determining how the tax law applies to their own situation. Please consult with a tax expert or contact the appropriate tax authority (i.e., IRS, New York State Dept. of Finance and Taxation) for the most up-to-date guidance on your taxes.