1098-T Student Information Notice
Anna Maria College has partnered with Heartland ECSI to provide their support for IRS Form 1098-T, Tuition Statement, which furnishes part of the information you need to claim education tax benefits allowed by the American Opportunity and Lifetime Learning Tax Credits. We are required to send you this form so that you can use it to determine if you are eligible and what dollar amount you claim for these tax credits.
For 2018, the 1098T form shows payments in Box 1 that were received for qualified tuition and expenses received during the calendar year. Room and board charges and other miscellaneous charges are not considered qualified expenses. Box 5 shows all of the scholarships and grants paid in 2018. To download your 1098T form for 2018 go to https://heartland.ecsi.net
The first line of this page says “Tax season is here. Want to view your tax form? CLICK HERE. Students will want to click the “CLICK HERE” link
- The student will begin typing the name of the school. Anna Maria College will be one of the choices.
- The student will be asked for First Name, Last Name, SSN and Zip Code
- On the next page, click on the plus (+) sign at the right side of the line saying 1098T to open your statement
- The 1098-T should show 2018 in the upper right-hand corner. If any other year comes up for current reporting period you were not issued a 1098-T for 2018.
If you experience any trouble accessing your account or have any general questions related to Form 1098T please contact a Heartland ECSI representative by phone at (866) 428-1098. This information is provided by the IRS and does not represent tax advice from the institution. The taxpayer should refer to relevant IRS forms and publications or to a tax advisor and should not contact the institution for explanation relating to eligibility requirements or calculations of any allowable education tax credit.