Looking for your 2019 1098-T? Here’s how to access it:
– If you did not elect to receive your form electronically, 1098-T forms are being sent by mail to the billing address on file by the end of January. The form comes in a half sheet envelope from out of state from our program called Heartland ECSI.
– If you did opt to receive the form electronically, you should have received instructions from Heartland ECSI on 1/17/20 to retrieve the form. It would have come from this email address: email@example.com. You can also access the form from the website or start a live chat with questions here: https://heartland.ecsi.net/. For additional questions, please contact Heartland ECSI at 866.428.1098.
The IRS requires WJU to report in Box 1, payments received for qualified tuition and related expenses made in the 2019 calendar year. Additional details are available in the Transaction History.
You may ask, why don’t the numbers on Form 1098-T equal the amounts I paid to WJU during the year?
The amount in Box 1 only represents amounts paid for qualified tuition and related expenses (QTRE) and does not include payments made for room and board, insurance, health service fees, or parking, which are not considered mandatory education expenses for tax purposes. Form 1098-T reports amounts that the student paid in a certain year, and the pay date does not necessarily correspond to the dates that the classes were attended. For example, tuition for the Spring semester is typically billed in the prior year so a student may have paid tuition for the Spring semester in 2019 despite the fact that classes didn’t start until 2020. The best and most accurate source of information about the amounts that you paid for qualified tuition and related expenses will be your Billing Statement in the Student Portal.
WJU is unable to provide tax advice on how to use the 1098-t. Please speak with a tax professional if you have additional questions on how to use the 1098-T.
Here is a resource from the IRS with additional information: https://www.irs.gov/pub/irs-pdf/i1098et.pdf