1098-T Tax Forms

Overview

All students enrolled and billed for qualifying tuition and related expenses for a calendar year are sent a 1098-T tax form from Clark University by the end of January in the next calendar year. In order to provide this information the student would need to have their social security number on their student record kept by the Registrar. If we do not have your social security number and you would like to receive a form 1098-T, please complete a Substitute Form W-9S.

Students receive the form 1098-T that is generated by the university in order to claim certain educational credits. The 1098-T should be used only as a starting point in your research to determine if you are eligible for tax credit or tax deductions.

Your personal financial records serve as the supporting documentation for your federal income tax return. This document is not intended as tax advice, but merely to provide information to assist you in preparing your tax return. While we cannot answer specific tax questions, we are able to answer questions you may have regarding transactions between you and the University during the reporting period. Only a trained, certified tax advisor can provide appropriate individual guidance for you.

It’s important to remember that the 1098-T is an information form only, and does not directly define taxable income or eligibility for a credit.

It’s that easy!

If you have any questions, please visit https://www.ecsi.net/taxinfo.html for information regarding your tax documents and to obtain contact information for ECSI.

2018 Change to Reporting Requirements

In previous years, your 1098-T included a figure in Box 2 that represented the qualified tuition and related expenses (QTRE) we billed to your student account for the calendar (tax) year. Due to a change to institutional reporting requirements under federal law, beginning with tax year 2018, we will report in Box 1 the amount of QTRE you paid during the year.

Depending on your income (or your family’s income, if you are a dependent), whether you were considered full or half-time enrolled, and the amount of your qualified educational expenses for the year, you may be eligible for a federal education tax credit. (You can find detailed information about claiming education tax credits in IRS Publication 970 page 9.)

The dollar amounts reported on your Form 1098-T may assist you in completing IRS Form 8863 – the form used for calculating the education tax credits that a taxpayer may claim as part of your tax return.

Clark University is unable to provide you with individual tax advice, but should you have questions, you should seek the counsel of an informed tax preparer or adviser.

For more information about Form 1098-T

How to Obtain Your 1098-T

Clark University has now partnered with Heartland ECSI to provide students the ability to easily access and view their 1098-T forms online at https://heartland.ecsi.net/. Through the use of their tax document search, students will need their first and last name, social security number, and home zip code to access their form. The information needed to access a student’s 1098-T form must match the information provided by the student to Clark University in order to pass authentication. Please note: Neither Clark University nor Heartland ECSI can answer tax questions or provide tax advice, you must contact your tax professional.

If you have not provided your Social Security number (SSN) to Clark and you would like to do so, please complete a Substitute Form W-9S.

If you are a Foreign National/nonresident alien and  do not have a Social Security number (SSN) or an Individual Tax identification Number (ITIN) and have not completed a Substitute Form W-9S, please do so now.

Deliver or mail the completed form to the address below. Do NOT EMAIL the form. Email is not a secure way to transmit personal information. Do not submit this form to the IRS.