Email: treasoff@ncat.edu
Main Phone: 336.334.7721
Location: Dowdy Administration Building, Suite 112
Fax: 336.334.7208
Education Tax Information for Students and Families
1098-T Tax Information for Students
Form 1098-T is an annual tax document required by the Internal Revenue Service (IRS) for eligible educational institutions. The form reports qualified tuition and related educational expenses, as well as certain scholarships and grants, for students enrolled during the applicable tax year.
North Carolina A&T State University reports payments received for qualified tuition and related expenses (QTRE) in accordance with current federal reporting requirements.
The 1098-T form is intended to assist taxpayers and tax professionals in determining eligibility for certain education-related tax benefits, including the American Opportunity Credit and Lifetime Learning Credit.
Important: North Carolina A&T State University cannot provide tax advice. Students and families should consult a qualified tax professional regarding eligibility for education tax credits, deductions, or other tax benefits.
Receiving Your 1098-T
1098-T forms are mailed annually by January 31 to the mailing address maintained within University records. Students should ensure their mailing address is current within Aggie Access.
Students who consent to electronic delivery will not receive a mailed paper form.
Current Students
Current students may access electronic copies of their 1098-T through the TouchNet Online Student Payment System.
Current students may access electronic copies of their 1098-T through the TouchNet Online Student Payment System.
Access Instructions
- Login using your OneID and password
- Under Statements, select View beside Your Latest 1098-T Tax Statement
- Under Action, select View
- Select the applicable tax year
- Open or print the form as needed
Students may grant Authorized Users access to view 1098-T forms through TouchNet.
Authorized User Setup Instructions
- Login to TouchNet
- Select the Authorized Users tab
- Select Edit for an existing Authorized User or add a new Authorized User
- Select Yes to allow access to the 1098-T statement
- Select Update User
Former students may obtain electronic copies of prior year 1098-T forms through Heartland ECSI.
Former Student Access Instructions
- Select Click Here under the tax form section
- Search for North Carolina Agricultural & Technical State University
- First Name
- Last Name
- Social Security Number
- ZIP Code
- Complete the security verification
- Select Continue
- Select View/Print Statement for the applicable tax year
Students experiencing login issues with Heartland ECSI should contact Heartland ECSI directly at 866-428-1098.
* Neither your school nor Heartland ECSI can answer tax questions, you must contact your tax professional.
Understanding the Form
Form 1098-T is an annual tax statement used by eligible educational institutions to report qualified tuition and related educational expenses, scholarships, and grants for the previous tax year. The form may assist taxpayers in determining eligibility for certain federal education tax benefits.
The University is required by the IRS to issue Form 1098-T for students with reportable transactions during the applicable tax year, regardless of whether the student ultimately qualifies for a tax credit.
A student may not receive a 1098-T for several reasons, including:
- No qualified tuition or related expenses were paid during the calendar year
- Qualified charges were fully covered by scholarships, grants, or waivers
- Enrollment activity was reported in a prior calendar year
- The University did not have a valid mailing address on file
Eligibility for Form 1098-T reporting may vary depending on tax residency status, documentation provided to the University, and applicable IRS reporting requirements.
Tax Credits
No. Receipt of Form 1098-T does not automatically qualify a taxpayer for an education related tax credit or deduction. Eligibility is determined by IRS regulations and individual tax circumstances.
North Carolina A&T State University cannot determine whether a student qualifies for an education related tax credit or deduction. Students and families should consult a qualified tax professional or review IRS Publication 970 for additional guidance.
Accessing the Form
Current students may obtain electronic copies of their 1098-T through the TouchNet Online Student Payment System. Former students may access prior year forms through Heartland ECSI.
Please refer to the Electronic 1098-T Access instructions above for detailed steps.
Yes. Students may grant Authorized Users access to view and print 1098-T forms through the TouchNet Online Student Payment System.
Students who consented to electronic delivery through the Online Student Payment System will not receive a paper copy by mail. Students should also verify that their mailing address is current within Aggie Access.
Understanding the Numbers
Form 1098-T reports payments received toward qualified tuition and related expenses during the calendar year, which may differ from semester billing statements, financial aid timing, refunds, or other student account activity.
Beginning with tax year 2018, the University reports payments received toward qualified tuition and related expenses (QTRE) during the calendar year rather than billed charges. As a result, amounts appearing on the 1098-T may differ from student account activity displayed in Aggie Access.
Qualified tuition and related expenses generally include:
- Tuition
- Required fees
- Certain mandatory academic charges
Generally, housing charges, meal plans, parking permits, insurance, and other nonqualified expenses are not included as qualified tuition and related expenses for IRS reporting purposes.
Corrections
Students who believe identifying information reported on Form 1098-T is incorrect should contact the Treasurer’s Office for assistance.
Students should promptly update personal information through the appropriate University processes to avoid delays or inaccuracies in tax reporting documents.
Federal regulations require educational institutions to request a valid Social Security Number (SSN) or Tax Identification Number (TIN) for tax reporting purposes. Students who have not provided this information may be contacted by the University and should update their records promptly to avoid reporting issues.
Reporting
Yes. Federal regulations require eligible educational institutions to submit Form 1098-T information directly to the IRS.
Additional Resources
Questions? Contact the Treasurer's Office.
Student Accounts
Open weekdays 8 am to 5 pm*
University Cashiering
Open weekdays 8 am to 4 pm*
*Hours subject to change
