To: All Students
From: Joellen Cerra, ESU Bursar
Re: 2018 1098-T Tax Form Information
1098-T Tax forms for 2018 will be mailed on January 31, 2019 by our external vendor, Heartland ECSI. Included in the mailing you will also receive instructions on how to access an electronic copy of your 1098-T.
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.
East Stroudsburg 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.
East Stroudsburg 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. We strongly encourage you to refer to your billing statements for semesters occurring during 2017 to obtain information appropriate for claiming tax benefits. The Student Enrollment Center staff cannot provide tax advice to you. For all currently enrolled students, details of the individual transactions are available by accessing your e-bills for those semesters in the myESU portal.
Go to 1098-T and use your existing login information or create a new username and password.
1098-T Electronic Consent -Sign up by January 1, 2019 for your 2018 1098-T
The benefits to receiving electronic notification are:
- Online delivery provides access to the form 1098-T earlier than the traditional mailing process.
- Online delivery eliminates the chance that the 1098-T will get lost, misdirected or delayed during delivery, or misplaced once the student receives it.
- Signing up for online delivery is easy and secure.
- Students can receive their 1098-T form while traveling or away from their home address.
Below are several resources that can provide additional help in completing your taxes.