2016 IRS Form 1098-T
CSUF has outsourced the production and customer service call center for 2016 IRS 1098-T Forms to ECSI (Educational Computer Systems, Inc.) at http://www.ecsi.net/1098T . ECSI Corporation is a private company completely independent from the college and universities that contract with it to provide Federal Tax Reporting.
Students receiving either a paper or an electronic copy can access their 1098-T Form electronically at the ECSI website. You will receive an e-mail from ECSI that will include the PIN number and instructions necessary to access your information. To access your 2016 1098-T information online, go to http://www.ecsi.net/myacct . You will need the following three pieces of information:
- School Code = 1F
- Account = SSN without dashes
- Password = PIN number assigned by ECSI
To update your campus records with your correct SSN or ITIN, please complete the IRS W-9S Form and submit it to the Admissions & Records office, LH-114. Failure to comply with this requirement may result in a $50 penalty to you, assessed on each incorrect document by the Internal Revenue Service under Code § 6723.
If you lose your PIN number, you can retrieve your PIN/login credentials on the ECSI website . The ZIP Code required is the one associated with your permanent student record and is reflected on your 1098-T. You can also contact the ECSI 1098-T Hotline at 1-866-428-1098.
If you have questions regarding your 2016 1098-T Forms that were sent to you by ECSI, or you are missing a form, please contact ECSI at 1-866-428-1098 or http://www.ecsi.net/myacct .
Form 1098-T information for the 2005 through 2015 tax years are also available through ECSI. The 2016 calendar year Form 1098-T data will be made available by January 31, 2017.
FREQUENTLY ASKED QUESTIONS (FAQs)
IRS Substantiation Reminder
The IRS requires that the amounts billed by the university were paid and scholarships were received (directly or indirectly) by the student. CSUF has always reported tuition billed; therefore, amounts are reported in Box 2 of the Form 1098-T. Box 1 will be a zero.
It is each student’s individual responsibility to maintain all records and documents supporting all educational credits and deductions taken on their personal; tax returns. The Form 1098-T provided by CSUF does not serve as full documentation for any educational credit or deduction claimed. Amounts reported on the Form 1098-T must be substantiated by proper payment and scholarship award documentation and evidence (i.e. cancelled checks, credit card receipts, scholarship award letters, bank statements, etc.). Upon review of such documentation, students may find additional eligible educational expenses not reported on the Form 1098-T (i.e. textbooks, on-campus housing payments, etc.). Please refer to IRS Publication 970, Tax Benefits for Higher Education , for further guidance.
Have General Non-tax Specific Form 1098-T Questions?
Students who have general non-tax specific Form 1098-T questions can email Student1098T@fullerton.edu. Please be sure to provide us with your full name and CWID number so that we may access your account.
For tax specific questions, please contact the Internal Revenue Service (IRS) at 1-800-829-1040 or your personal tax advisor for further assistance.
If you need assistance accessing your Form 1098-T, please contact ECSI at 1-866-428-1098.
CALIFORNIA STATE UNIVERSITY, FULLERTON DOES NOT ASSIST IN TAX PREPARATION, ACT AS A TAX CONSULTANT FOR INDIVIDUALS OR ENTITIES, PROVIDE TAX ADVICE, AND CANNOT ANSWER YOUR TAX QUESTIONS. PLEASE CONSULT A TAX PROFESSIONAL, THE IRS, OR A FINANCIAL PLANNER WHO IS PROFICIENT WITH TAXATION WITH YOUR TAX QUESTIONS. EACH STUDENT AND/OR THEIR PARENTS MUST DETERMINE ELIGIBILITY FOR, CALCULATION OF, AND LIMITATION ON THE TUITION AND FEES DEDUCTION OR THE EDUCATION CREDITS (HOPE OR LIFETIME LEARNING CREDIT).
WHILE THE UNIVERSITY HAS MADE EVERY EFFORT TO USE THE MOST CURRENT AND ACCURATE DATA, TAX LAWS CHANGE FREQUENTLY, AND IT IS POSSIBLE THAT SOME OF THE INFORMATION MAY NO LONGER BE ACCURATE. THE UNIVERSITY DISCLAIMS ALL LIABILITY FROM THE MISTREATMENT OF INFORMATION AND MATERIALS CONTAINED IN THIS DOCUMENT. INFORMATION REGARDING IMMIGRATION, EMPLOYMENT, AND TAX SUBSTANTIAL AUTHORITY ARE THE RESPONSIBILITY OF EACH INDIVIDUAL. PLEASE KEEP IN MIND THAT NO ONE FROM CALIFORNIA STATE UNIVERSITY, FULLERTON, WHILE IN THEIR OFFICIAL ROLE AT THE UNIVERSITY, CAN ACT AS A TAX CONSULTANT, GIVE PERSONAL, LEGAL, OR TAX ADVICE, OR REPRESENT AN INDIVIDUAL DEALING WITH THE INTERNAL REVENUE SERVICE (IRS). THUS, ANY ASSISTANCE THE ABOVE INFORMATION MAY PROVIDE IS GIVEN AS A COURTESY TO YOU, AND AS SUCH, SHOULD NOT BE CONSTRUED IN ANY WAY AS THE RENDERING OF LEGAL OR TAX ADVICE.