1098T FAQ

What is Form 1098-T (Tuition Payments Statement)?

  • The 1098-T form is an annual statement used by eligible educational institutions to report to the IRS amounts pertaining to qualified tuition and related expenses as well as scholarships and grants for each student during the previous calendar year.
  • The form is an information tax document to aid taxpayers in determining whether they are eligible to claim a federal income tax deduction or education credit (such as the Lifetime Learning Credit and the American Opportunity Credit) under the Taxpayer Relief Act of 1997 (TRA97).
  • While the 1098-T form provides a good starting point, the 1098-T, designed and regulated by the IRS, may not contain all the information needed to claim a tax credit. It is the taxpayer’s responsibility to determine eligibility for any tax credits. If you need assistance with this process, please contact a tax professional or refer to official IRS policies for detailed information about the 1098T forms.

Additional Resources:

Why did I receive Form 1098-T (Tuition Payments Statement)?

This form is being sent to each enrolled student for whom a reportable transaction is made during the tax year, regardless of whether they are eligible for a tax credit. North Carolina A&T State University is required to issue a Form 1098-T by the IRS.

Was a copy of the 1098-T form sent to the IRS?

Yes. Section 6050S of the Internal Revenue Code, as enacted by the Taxpayer Relief Act of 1997, requires institutions to file information returns to assist taxpayers and the IRS in determining eligibility for the Hope and Lifetime Learning education tax credits.

Why was I excluded from receiving a Form 1098-T?

There are several reasons why a student may not receive a 1098-T:

  • Although the student attended North Carolina A&T State University in 2018, he/she may have enrolled and been billed in 2017. Therefore, Spring 2018 charges may have been included on the 2017 1098-T in Box 2. If box 7 was checked on the 2017 1098-T form, tuition and fees for Spring 2018 were included on the 2017 1098-T form.
  • The student did not have any payments for qualified educational expenses within the tax year; therefore, a 1098-T form was not generated.
  • The student’s qualified tuition and related expenses are entirely waived or paid entirely with scholarships or grants.
  • The student did not have an active address.

What if the information reported on Form 1098-T (Tuition Payments Statement) is incorrect?

If you find that the social security number (SSN) or tax identification number (ITIN) reported on Form 1098-T (Tuition Payments Statement) is incorrect, please contact the Treasurer’s Office at (336) 334-7721.    

Why is the amount on my 1098-T different from the amounts listed in Aggie Access?

Beginning with tax year 2018, we will report in Box 1 the amount of payments received for qualified tuition and related expenses (QTRE) for the calendar year. Payments received for qualified tuition and related expenses include the following:

  • Tuition
  • Required Fees
  • Athletics Fees

 Will I qualify for a tax credit?

North Carolina A&T State University is not in the position to be able to provide you with tax advice or assistance in determining whether you are eligible to claim a credit or the amount of the credit. For assistance in the preparation of your income tax return, please contact a tax professional or refer to IRS Publication 970 (Tax Benefits for Higher Education).

How can I obtain another copy of my 1098-T?

Current students can obtain an electronic copy of your 1098-T online at TouchNet. Once you access the website complete the steps below:

  1. Login using your Banner ID and PIN.
  2. On the first page under “Statements” select “view” beside “Your latest 1098T Tax Statement”.
  3. Under Action click on the icon and select “view”.
  4. You will then select the tax year you need to print and select view.
  5. The form will pop up in a separate window. Please make sure your popup blocker is turned off.

To give an Authorized User access to the 1098T Form please follow the steps below:

  1. Login to TouchNet
  2. Select the Authorizer User’s tab at the top of the page.
  3. Click “edit” for an already established Authorized User (or first add a new Authorized User).
  4. Select ‘yes’ for the second option, would you like to allow this person to view your 1098-T tax statement?
  5. Click ‘Update User’.

Prior students trying to access an electronic 1098T can obtain your 1098-T online at https://heartland.ecsi.net. Once you access the website locate the statement that reads: "Tax season is here. Want to view your tax form?" and complete the following steps:

  1. Select "Click here".
  2. Type in the school name to select North Carolina Agricultural & Technical State University. Highlight the school name and click Submit.
  3. Enter the required information:
    • First Name
    • Last Name
    • Social Security Number
    • Zip Code
  4. Click in the box next to “I’m not a robot”
  5. Click “Continue”. You will see the following: 1098t-T STATEMENT   STATUS Delivered ()+
  6. Click on the + sign to see what forms are available. 
  7. You much click on the "View/Print Statement" beside the year you need in order to pull up and print out the actual 1098T form. 

If you experience trouble with your web login, please contact Heartland ECSI at 866-428-1098.
*Neither your school nor Heartland ECSI can answer tax questions, you must contact your tax professional.