2021 1098-T's - Issue 1 - Most FAQ and Key Changes Explained

Sep 19, 2026

Upload by Dozel

A 2021 1098-T issue provides student-focused answers about the Form 1098-T (Tuition Payment Statement) used to determine eligibility for education-related tax credits. It explains when students receive the form electronically or by mail, how to access it via the student portal, and common reasons a student may not receive one. The guide details major reporting changes beginning with tax year 2018, clarifies what qualifies as QTRE, addresses book charges, CARES emergency grants, and emphasizes limits on tax advice.

LanguageEnglish

CategoryForms

FormatPDF

Pages3

Reading Time1 min

AccessFree to download

Most FAQ for 1098-Ts

What is the 1098-T Form?

When will I receive my 1098-T Form?

Why didn’t I get a 1098-T?

Does the 1098-T include charges for books?

Important 1098T Changes

How do the numbers equal what I paid?

Will CARES grant funding be included on the 1098T?

2021 1098T’S OFFICE OF ADMINISTRATIVE SERVICES 2021 1098T’s Issue 1 IN THIS ISSUE Most FAQ for 1098Ts What is the 1098-T Form? The 1098-T form, also referred to as the"Tuition Payment Statement", is mailed to the student to assist you, the taxpayer, in determining if you are eligible to claim tax credits such as the Hope Scholarship Tax Credit or the Lifetime Learning Tax Credit for educational expenses. When will I receive my 1098-T Form? For those students that are eligible for a 1098T, your Form 1098-T will be available to you electronically on or before January 31st. If you do not download your 1098T electronically, it will be mailed to you. To access your 1098T electronically, please go to [https://heartland.ecsi.net/](https://heartland.ecsi.net/ If)[ If](https://heartland.ecsi.net/ If)[ ](https://heartland.ecsi.net/ If)you have not created a login, you will need to follow the directions on the screen to create a login. If you already have a login, you can loginto the student portal and download your Form 1098-T from there. Why didn’t I get a 1098-T? You did not meet the eligibility requirements for receiving a 1098T. 1098-Ts are NOT provided to students in the following instances: Payments for courses which offered no academic credit Nonresident alien students unless requested Students whose qualified tuition and related expenses are entirely waived or paid entirely with grants/scholarships Students who are covered by a billing agreement with their employer or a government entity Does the 1098-T include charges for books? No, the college does not include amounts paid for books in Box 2 of Form 1098-T since we do not required students to purchase their books from the college. Important 1098T Changes Due to a change to institutional reporting requirements under federal law, beginning with tax year 2018, colleges must report in Box 1 the amount of QTRE you paid during the year. All other questions you may have… Sure, I have heard that there have been changes to the 1098T, but how does that affect me and my tax return? Page 2 2021 1098T’S | Issue 1 2 Important 1098T Changes In January of each year, the college prepares IRS form 1098-T for eligible students reflecting amounts associated with tuition and financial aid for the prior calendar year as outlined in the IRS regulations. In previous years, the 1098-T sent to the student provided a figure in Box 2 of the form that represented the qualified tuition and related expenses (QTRE) that were BILLED to the student’s account for the calendar (tax) year. Due to a change to institutional reporting requirements mandated by federal law, beginning with tax year 2018, the amount of QTRE PAID during the calendar year will be reported in Box 1. Please note that all payments received by December 31, 2021, will be posted to your student account. Payments that are made online to your student account in BannerWeb will post on the date the payment is made. Payments received after December 31, 2021, will be reported on the 2022 1098-T form. For more information about Form 1098-T,visit [https://www.irs.gov/pub/irs](https://www.irs.gov/pub/irs) pdf/i1098et 21.pdf This publication gives you exceptions for those that do not get a 1098T AND information on what can and cannot be included in QTRE, Payments Received and Grants/Scholarships. VERY IMPORTANT INFORMATION!!! Please keep in mind that not all payments will be reported on the 1098- T. Only payments that are paid for QTREin the correct calendar year will be reported in Box 1. All other questions you may have… On pages one and two, we provided you with the MOST frequently asked questions and a detail explanation on what has changed for the 2021(and beyond) 1098-Ts. But we also know that you may have other questions that have not been answered on the first 2 pages. So this next section will list all the other questions (and hopefully answers) that you will have. A

FAQs

What is the 1098-T form used for?

The 1098-T (Tuition Payment Statement) helps determine whether a taxpayer may claim education tax credits such as the Hope Scholarship Tax Credit or the Lifetime Learning Tax Credit for eligible educational expenses.

When can students access or receive the 1098-T form?

For eligible students, the 1098-T is available electronically on or before January 31st. If it is not downloaded electronically, it is mailed.

Why didn’t I get a 1098-T?

A 1098-T is not provided if the student does not meet eligibility requirements, including cases like courses with no academic credit, certain nonresident alien students unless requested, waived or fully grant/scholarship-paid tuition, or coverage under an employer/government billing agreement.

Sep 19, 2026

Upload by Dozel