How to Obtain Your 1098-T

The 1098-T can be obtained two ways:

Navigate to: https://heartland.ecsi.net/index.main.html#/access/lookup

  • Type “Lafayette College” in the search area
  • Select Lafayette College
  • Click the “Submit” button
  • Enter the student’s first name, last name, SSN, and Zip Code
  • The student’s 1098-T will display
    • Click on the “+” button on page to view the 1098-T

1098t-status

  • Use this webpage to:
    • View or Print your 1098-T statement
    • Update the SSN, Name, or Address listed on your tax form
    • Create a dispute if you disagree with information shown in the boxes of your tax form

For assistance accessing your 1098-T or with any other 1098-T related questions, please call 866-428-1098 to reach Heartland ECSI, our third-party service provider.

Through Banner Self-Service

  • Select “Student Services and Financial aid”
  • Select “Student Account”
  • Select “Tax Notification”
  • Type in desired tax year (Ex: 2016)

Other 1098-T Information

The Internal Revenue Service (IRS) requires the College to issue a 1098-T to any student enrolled during the calendar year, except for:

  • International Students who are considered “Non-Resident Aliens” by the IRS for U.S. income tax purposes
  • Students whose grants and scholarships exceed qualified tuition and related expenses.
    • Qualified tuition and related expenses includes tuition and fees billed during the calendar year.
    • Grants and scholarships generally include all Lafayette grants and scholarships for tuition, fees, meals and books, Pell Grants, Supplemental Education by SEOG Opportunity Grants (SEOG), and state grants.
    • If grants and scholarships exceed tuition and fees, then the College is not required to furnish a 1098-T, but will do so if requested.

The College cannot provide income tax advice regarding deductibility of tuition related expenses or availability of income tax credits.

1098-T Frequently Asked Questions

Why did I receive Form 1098-T?

Lafayette College is required to send you this form so that you can use it to determine if you are eligible and what dollar amount you can claim for deducting qualified tuition expenses, or qualifying for the American Opportunity Credit or Lifetime Learning Tax Credit.

Why doesn’t the amount in Form 1098-T Box 2 equal the amounts I paid to Lafayette during the year?

The IRS requires the College to only include qualified tuition and expenses billed in Box 2. Therefore, Box 2 does not include charges for insurance, room and board, which – though important – are not considered “qualified” (deductible for income tax purposes).  Second, Form 1098-T Box 2 includes amounts that the College billed you in a calendar year, which may not equal the total amount you actually paid during the calendar year.

Which semesters billed are included in Form 1098-T Box 2?

Typically, charges are posted (billed) to student accounts in July for the Fall semester and December for the Spring semester.  Thus, for most students, Box 2 will include qualified tuition and fees billed for the Fall and Spring semesters.

Why are charges for term that occurs in the following calendar year included in Box 2?

The College reports amounts billed in Box 2, regardless of when the term take place, in accordance with IRS regulations.

How can I view the calculations for Qualified Tuition in Box 2 or Scholarships and Grants in Box 5?

Visit the Student Accounts office in Markle Hall.

I graduated last year. Why didn’t I receive a 1098-T?

Box 2 of the 1098-T only includes qualified tuition and fees billed.  The charges billed for your senior year occurred in the prior calendar year.  For example, a student who graduated in Spring 2015 was billed for the Spring 2015 semester in December 2014.  Therefore, the tuition and qualified expenses billed for the student’s final Spring 2015 semester were included in the 2014 1098-T, Box 2.