1098-T Information

The 1098-T tax form is an IRS tax form that lists the amount of qualified tuition and related expenses that you paid or were billed during the previous year by your school. You may be able to deduct some or this entire amount from the income you report on your federal tax return, which may reduce your income tax. Check with a tax advisor to determine which amounts are tax deductible.

If you received a 1098-T tax form, it’s because you may be able to receive a tuition and fees deduction or claim an education credit on a 1040 or 1040A Form for qualified tuition or expenses that you paid.

The IRS requires institutions to report qualified payments instead of charges and students claiming an educational credit on their taxes must submit the 1098-T.  

Amounts reported on the 1098-T are based on calendar year activity rather than the year associated with the academic term.  

For example: Charges and payments posted in December of 2024 for the spring 2025 term will be reported on the 2024 1098-T.

The dollar amount listed on the 1098-T will reflect the amount paid in the current year for qualified tuition and related expenses.  

To file your taxes, you don't need a physical copy of your 1098-T tax form. Check with a tax advisor to determine how much of the qualified tuition and related expenses are tax deductible.

For account detail of tuition and fee charges as well as the payments made, access your student account through Workday > Financials Hub > Statements and Documents.

Students are encouraged to pay the balance owed in the same calendar year as the charges are incurred to simplify tax reporting.

The tax rules regarding eligibility for, calculation of, and limitations on the tuition and fee deduction and education credits can be complex. You may want to consult your tax advisor to determine whether you are qualified to claim the education expense tax credits and deduction.

IMPORTANT NOTE:  The IRS operates by calendar year. Collin College operates by academic year. Students who intend to file for education tax credits on their income tax are encouraged to pay any account charges in the same calendar year in which the charges are incurred for IRS purposes.

CE students are not furnished a 1098-T. 

Documentation statements with fee assessment activity for the calendar year:

- Receipts provided at the time of payment

- Contact CE

1098-T forms for the tax year will be issued issued prior to January 31, either to the student's electronic address for eDelivery or the student's mailing address of record for paper forms.  

For those receiving the forms through the mail, please allow 2-3 weeks for delivery.  

If you were eligible for a 1098-T and did not receive one, call 866-428-1098 to request your form.

Per IRS instructions, a 1098-T is not required for every student. At Collin College, students in the following categories will not receive a 1098T:

- Nonresident aliens who did not provide Collin  a federal taxpayer ID number

- Students with no eligible amounts to report for the calendar year

- Students who have not provided a permanent mailing address to Admissions

- Students enrolled in noncredit courses such as continuing education courses.

Collin College has partnered with ECSI, offering you the opportunity to receive your 1098-T Tuition Statement electronically this year.

If you would like to receive your 1098-T form electronically, please give your consent by following the link provided and the step by step instructions. 1098-T’s will be provided by the end of January 2025. If electronic consent is not received by January 1, the 1098-T will be mailed to the current address on file with your school.

The benefits to receiving electronic notification are:

• Online delivery provides access to the form 1098-T earlier than the traditional mailing process.

• Online delivery eliminates the chance that the 1098-T will get lost, misdirected or delayed during delivery, or misplaced once you receive it.

• Signing up for online delivery is easy and secure.

• Students can receive their 1098-T form while traveling or away from their home address.

To give consent to receive your 1098-T form electronically, click on the link below and follow the simple instructions to sign up!

1. Visit https://heartland.ecsi.net/ 

2. At the top right of the page click Register to create a profile. If you already have a profile, click Sign In.

3. Once logged into your account. Navigate to Your Communication Center at the top.

4. Select Tax Statement eConsent.

5. At the bottom of the page click Add New Consent. Once clicked the Electronic Consent

Application will open below.

6. Complete the Electronic Consent Application.

7. Check the box and click Submit & Accept.

If you have any questions, please visit Heartland Tax Documents regarding your tax documents and to obtain contact information for ECSI.

Instructions on how to access your 1098-T Form. 

Go to Heartland Tax Documents

1.      On the right-hand side, Register and Create a New Profile

2.      On the left-hand side, Sign In using the Username & Password you just set up

3.      Click on “Connect an Account”

4.      On the right-hand side, Click on 1098-T Tax Forms under Search for Your Heartland Key

5.      Enter Collin College School Name, Your Social Security Number, and your Zip Code (make sure your zip code is for your address when you attended Collin)

6.      Heartland Key Number will auto-populate in Connect an Account page, enter your Social Security Number

7.      Tax Statements & Information – Account Overview will come up

8.      Click on “View Print” for the 1098-T Statement

9.      If you need a prior year, click on “History”

Replacement forms may be requested from Collin's 1098-T partner, ECSI, by calling 866-428-1098 or emailing cservice@ecsi.net.  

Eligible students may access their 1098T information after January 31.