1098-T Tuition Statement

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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. 

 

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.

Please note, depending on when you enroll for spring classes, your Spring 2021 charges may post in December 2020 when the spring term is billed. If you made payment for your Spring 2021 charges by December 31, 2020, the payments were reflected on the 2020 1098T statement in Box 1.

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

Beginning with the 2018 tax year, the university began reporting Box 1 Payments, and NOT Box 2.

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 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

Federal Reporting Changes for 2018 1098-T

The 2018 1098-T will look slightly different than it has in prior years. Congress and the IRS eliminated the option for colleges and universities to report the “amounts billed” Box 2 on form 1098-T. We must now report only the amounts paid for qualified tuition and expenses. This change went into effect for the 2018 tax year.

The University at Buffalo is unable to provide you with tax advice, but should you have questions, you should seek the counsel of an informed tax preparer or adviser.  You may also find information on the IRS website