1098-T Tuition Statement

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A 1098-T Tuition Statement reports tuition charged and financial aid awarded to students enrolled in courses during the calendar year for which they receive academic credit. 

Online Access to 1098-T Form

The University at Buffalo partners with Heartland ECSI to deliver the 1098-T statements. The Heartland 1098-T website is available 24/7 providing students access to their tax statements. It allows students to view and print their 1098-T tuition statement.

Go to heartland.ecsi.net, then:

  1. The school identification page will be displayed. In the school name search box, type “University at Buffalo” and click submit.
  2. The student Identification page will be displayed. Complete the fields for First Name, Last Name, SSN, and Zip Code.
  3. Click the checkbox “I am not a robot,” then click “continue.”
  4. Your personal 1098T page will be displayed. Click the (+) to expand the 1098-T Statement section to see your statement details as well as a link to a printer friendly version of your 1098T statement.

Need help logging in to Heartland ECSI? Please call 866-428-1098, Monday – Friday, 7:30am – 8:00pm EST.

Education Credits (American Opportunity and Lifetime Learning Credits)

The university must file a 1098-T with the IRS for enrolled students with a reportable transaction.

For tax years 2017 and prior: the university does NOT report Box 1, student payments, but does report Box 2, the IRS qualified charges assessed during the tax year.

Beginning with the 2018 tax year: the university WILL report Box 1, student payments, and NOT Box 2.  Please note, depending on when you enroll for spring classes, your spring charges may post in December when the spring term is billed. The IRS requires us to report the charges according to the date and calendar year of when they are posted.

A 1098-T form is automatically mailed to students with a U.S. citizenship status of native, naturalized, or permanent resident on university records. As required by law, your 1098-T statement will be mailed by January 31st 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.

To request a 1098-T be generated, please contact the Office of Student Accounts at 716-645-1800 or UBstudentaccounts@buffalo.edu for them. We will generate the current year’s 1098-T upon receipt of your request AND a completed modified W-9S form (PDF) (available from the Registrar's office). The deadline to request the current tax year’s 1098-T form is July 1.

We cannot provide tax advice or assistance related to the credit or how to claim the credit. The 1098-T, along with your copy of your UB billing statements, should be used by your tax preparer to determine your eligibility for a tax credit.

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.

Tax Relief Act (1098-T) FAQ

When will I receive my 1098-T form?

A 1098-T form is automatically mailed to only those students with one of the following U.S. citizenship status on university records: native, naturalized, or permanent resident. 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 Heartland ECSI, also available by January 31.

Students without one of these three U.S. citizenship statuses or 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) and send it along with your request for a 1098-T to the Office of Student Accounts. The deadline to request the current tax year’s 1098-T form is July 1.

How can I access my 1098-T form online?

The University at Buffalo partners with Heartland ECSI to deliver the 1098-T statements. The Heartland 1098-T website is available 24/7 providing student information. It allows students to view and print their 1098-T tuition statement.

  1. Navigate to heartland.ecsi.net, then:
  2. The school identification page will be displayed. In the school name search box, type “University at Buffalo” and click submit.
  3. The student Identification page will be displayed. Complete the fields for First Name, Last Name, SSN, and Zip Code.
  4. Click the checkbox “I am not a robot,” then click “continue.”
  5. Your personal 1098T page will be displayed. Click the (+) to expand the 1098-T Statement section to see your statement details as well as a link to a printer friendly version of your 1098T statement.

Need help logging in to Heartland ECSI? Please call 866-428-1098, Monday – Friday, 7:30am – 8:00pm EST.

 

I received my 1098-T form last year, why haven’t I received one this year?

There are several reasons why you may not automatically receive a 1098-T form. These reasons include the following:

  • No IRS qualified charges that posted during the tax year
  • No financial aid or scholarships posted during the tax year
  • A missing or invalid US citizenship status in HUB
  • A non-US citizenship status in HUB

In order for you to receive a 1098-T, you must fill out a modified W-9S form (PDF) and send it along with your request for a 1098T to the Office of the Registrar.

Why is Box 1 left blank on my 1098-T form?

For tax years 2017 and prior, the IRS gives institutions the option of choosing to report either Box 1 or Box 2. For Tax year 2017 and prior, UB chooses to report the IRS qualified charges that were assessed during the tax year in Box 2. Beginning in Tax Year 2018, we are required to report Box 1 only, and not Box 2. For billing statement information with your detailed charges and payments, log into MyUB, HUB Student Center, Finances section, click on Payment options.

I have received my 1098-T form and Box 2 and/or 5 are blank. Why is that?

You did not have any IRS qualified charges (Box 2) or financial aid and scholarships (Box 5) that posted during the tax year to report in that box.

How is Box 2 calculated on my 1098-T form?

In Box 2, we total the student’s IRS qualified charges that posted to the student account during the tax year. For more information on IRS qualified charges, please review the section titled qualified tuition and related expenses (page 3) on the Instructions for Forms – 1098-T page (PDF) from the IRS.

Why is Box 5 “Financial Aid” more than Box 2 “Billed Charges?”

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 charges reported in Box 2. Also, for spring terms, the charges are typically posted in December before that term begins. Therefore, spring charges are reported in Box 2 in one tax year, and the financial aid does not post until the spring term actually begins in the following tax year. In summary, the spring term’s charges and financial aid are typically not reported on the same tax year’s 1098T form.

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 Publication 970 Tax benefits for Higher Education.

What is a W-9S form?

The IRS W-9S form is your certification that your tax ID number (SSN or ITIN) is correct. To comply with Section 6109 of the Internal Revenue Code, you are required to provide the information on the form to the university upon request.

If I don’t have a SSN or ITIN, can I still get at 1098-T form?

You cannot receive a 1098-T form if you do not have a SSN or ITIN.

  • To apply for an SSN, use FormSS-5 — Application for a Social Security Card — which you can get from your local Social Security Administration office or online. You may also get this form by calling 1-800-772-1213.
  • To apply for an ITIN because you are not eligible to get an SSN, use Form W-7 — Application for IRS Individual Taxpayer Identification Number — which you can get from the IRS website or by calling 1-800-TAX-FORM (1-800-829-3676).

Why do I need to submit a W-9S form if you already have my SSN?

The W-9S form is your certification that your Tax ID number is correct. The IRS can impose a penalty on the educational institution for reporting a 1098T with a missing or invalid tax ID number. The university may request that the student certify that their tax ID number is valid to prevent being penalized. You are required to provide this to the university upon request.

Where do I send the modified W-9S form?

In order for you to receive a 1098-T, you must fill out a modified W-9S form (PDF) and send it to the Office of the Registrar.