1098-T Information

How to Obtain Your 1098-T

For assistance accessing your 1098-T or with any other 1098-T related questions, please call 1-866-428-1098 to reach Heartland ECSI, our third-party service provider. The College cannot provide income tax advice regarding the deductibility of tuition-related expenses or availability of income tax credits.

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 the information shown in the boxes on your tax form

W-9S Social Security Tax Form

Please use this link to provide your W-9S to Lafayette College.

Frequently Asked Questions

Please click here to see Frequently Asked Questions regarding form 1098-T and the change to Box 1 reporting.

Other 1098-T Information

Important Note: Fed CARES Act, IRS Reporting:  Internal Revenue Service has now provided an FAQ on Form 1098-T for CARES Act Funds. This long-awaited guidance regarding the reporting of the emergency grants to students on Form 1098-T, Tuition Statement. In the FAQ document, the IRS indicates it won’t require reporting of the grants on Form 1098-T.

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

  • Nonresident alien students, unless requested by the student;
  • Students whose qualified tuition and related expenses are entirely waived or paid entirely with scholarships; and
  • Students for whom you do not maintain a separate financial account and whose qualified tuition and related expenses are covered by a formal billing arrangement between an institution and the student’s employer or a governmental entity, such as the Department of Veterans Affairs or the Department of Defense