To: All Students
From: Joellen Cerra, ESU Bursar
Re: 2017 1098-T Tax Form Information
1098-T Tax forms for 2017 will be mailed on January 31, 2018 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. Please note that ESU continues to use Box 2, Amounts Billed for Qualified Tuition and Related Expenses. Room and board (meal) charges are not included in the Box 2 calculation.
Your 2017 1098-T covers tuition and related expenses charged (Box 2) as well as any Scholarships and/or Grants (Box 5) that you would have received for any registration activity that occurred during January 1, 2017 through December 31, 2017. Waivers, assistantships, grants and VA benefits are included in this category. Although part of the Winter Session occurs in the 2017 tax year, your registration and subsequent billing may have been completed in November or December 2017. Therefore, as initial billing for Winter Session and/or Spring 2018 took place in the 2017 tax year, they would be reflected in Box 2 of the 1098-T form.
We strongly encourage you to refer to your billing statements for semesters occurring during 2017 to obtain information appropriate for claiming tax benefits related to qualified education expenses and we recommend that you consult your tax advisor to discuss your individual facts and circumstances. The Student Enrollment Center staff cannot provide tax advice to you. For all currently enrolled students, details of the individual transactions that make up your qualified billable charges (Box 2) and/or your scholarships and grants (Box 4) are available by accessing your e-bills for those semesters in the myESU portal.
Go to https://heartland.ecsi.net and use your existing login information or create a new username and password. Our school code is DE.
1098-T Electronic Consent -Sign up by January 1, 2018 for your 2017 1098-T https://heartland.ecsi.net/index.main.html#/access/eConsent
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.
To give consent to receive your 1098-T form electronically, click on the link below and follow the simple instructions to sign up!
- Visit https://heartland.ecsi.net/index.main.html#/access/eConsent
- Follow the step-by-step instructions on the web form.
- Check the box and click submit.
It's that easy!
If you have any questions, please visit http://www.ecsi.net/taxinfo.html for information regarding your tax documents and to obtain contact information for Heartland ECSI.
Below are several resources that can provide additional help in completing your taxes.