2016 IRS Form 1098-T

The 2016 calendar year Form 1098-T data was made available on January 31, 2017.

 

IMPORTANT NOTE

CSUF has outsourced the production and customer service call center for 2016 IRS 1098-T Forms to Heartland ECSI (Educational Computer Systems, Inc.) at https://heartland.ecsi.net/Opens in new window . The Heartland ECSI Corporation is a private company completely independent from the college and universities that contract with it to provide Federal Tax Reporting.

You can access your tax form without creating a profile by accessing the tax document look-up page here:

Form 1098-T Look-upOpens in new window

If you would like to create a profile to access your tax document, the instructions to create a profile, as well as your Heartland Key, are included in the email Heartland ECSI sends to you when your tax statement is ready. We have included those instructions below for your reference.

You can access your 1098-T statement quickly and easily by visiting the Heartland ECSI Website using one of the following methods:

If you already have a profile with Heartland ECSI, please sign in. If you have not yet connected your tax statements to your account, you will need to connect them using your Heartland Key. Simply click on the Connect An Account button and enter your tax statement Heartland Key.

If you have not registered for an account, click on the Sign In or Register button in the upper right side of the page. Complete the registration section to create your profile and then connect your tax account by entering your Heartland Key. 

In the event that you do not have the email containing your Heartland Key, please contact Heartland ECSI's Customer Service Department at 1-866-428-1098 or via LiveChat from the Heartland ECSI student website. You will need to provide basic information to authenticate your identity, and the Heartland Key will be provided.

 

Updating your SSN or ITIN

To update your campus records with your correct SSN or ITIN, please complete the IRS W-9S FormPDF File Opens in new window  and submit it to the Admissions & Records office, LH-114B. 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.

Please note the IRS W-9S Form SHOULD NOT be emailed, put in a drop box, or sent via U.S. Postal mail.

If you have any questions regarding your account or need further information, please contact their Client Support Team online via TeamSupport, email us at clientsupport@ecsi.net, or call Heartland ECSI at 1-800-437-6931.

Form 1098-T information for the 2005 through 2016 tax years are also available through ECSI. The 2016 calendar year Form 1098-T data was made available on 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. canceled 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 EducationOpens in new window , 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 Heartland ECSI at 1-800-437-6931.

 

DISCLAIMER

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 REGARDING THE 2016 TAX YEAR FORM 1098-T REPORTING, TAX LAWS CHANGE FREQUENTLY, AND IT IS POSSIBLE THAT SOME OF THE INFORMATION MAY NO LONGER BE ACCURATE. THE INFORMATION PROVIDED IS REGARDING SPECIFICALLY THE 2016 TAX CALENDAR YEAR AND SHOULD NOT BE INTERPRETED TO APPLY TO PAST OR FUTURE TAX YEARS. 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 Anyway AS THE RENDERING OF LEGAL OR TAX ADVICE.