For an overview of the 1098-T form information, see the
Income Tax Credits page.
Here are a few frequently asked questions about these forms:
Who will be issued a 1098-T for the 2019 tax year?You will get a 1098-T if you:
Who will not be issued a 1098-T?
not get a 1098-T if:
If I used a Pay Plan, will the fees I paid show up on my 1098-T?
No. The Pay Plan setup fee and any late fee amounts are not included on the 1098-T because they are not eligible expenses for the tax credit.
If I paid for continuing education classes, will I get a 1098-T?
If you paid for credit classes
and continuing education classes during the same semester during calendar year 2019,
and if the total amount of nonloan financial aid you received was less than the amount you paid, then yes, you will get a 1098-T.
If you paid for continuing education classes
only during calendar year 2019, you will
not get a 1098-T.
Which 1098-T form should I use to file my taxes?
If you print your form from Heartland ECSI’s website, it is equivalent to the form that may be mailed to you. You can use either one for the purpose of preparing your tax return.