Montclair State University is required to furnish a 1098-T to all students that incurred qualified tuition and related expenses during the current tax year. The 1098-T is an Internal Revenue Service (IRS) form provided to students who enroll in classes at Montclair State University. It is used to assist students and families in determining if they are eligible to claim the Hope Scholarship or Lifetime Learning Tax Credit. Montclair State University is required to produce the 1098-T by IRS regulations for those students with a valid social security number. The 1098-T is provided each year on or before January 31st.
The data reported on the 1098-T is based on the tax year (January – December), not the academic year. Your 1098-T statement will reflect tuition & fees charges (Box 2), scholarships, and grants (Box 5) based on the date the classes will begin. For example, Spring 2017 term begins in January of 2017 so the charges will be reported on the 2017 1098T. Payment information is not included on a 1098T. Only qualified tuition and fees (this does not include room and board) are reported.
Changes to 1098-T reporting for 2016
The 2016 1098T reflects the total qualified tuition for Summer 2016 and Fall 2016. The Spring 2017 qualified tuition amount will be incorporated in the 2017 1098T
1098-T and Social Security Numbers: Per state, federal and IRS guidelines, Montclair State University will request that all students provide their Social Security Number (SSN) for reporting purposes. Having an accurate SSN on tax forms supports the tax deduction that a student or family may claim for qualified educational expenses on both federal and state income tax returns. Failure to provide Montclair State University with an SSN may result in being fined by the IRS in accordance with Internal Revenue Code Section 6723.
More information regarding credits and deductions is available at the IRS website or by calling 1-800-TAX-FORM (1-800-829-3676). IRS Publication 970, Tax Benefits for Education and IRS Form 8863, Education Credits are particularly helpful.
All 1098T’s are printed and disseminated by ECSI Student Tax Information (1098-T)
Montclair State University has partnered with Educational Computer Systems Inc. (ECSI) to provide you with your 1098-T Tax Form. The 1098-T Tax Form will be distributed on or before January 31st. Students who have opted to receive their statements electronically will receive a notification from ECSI with instructions on how to access the statement online. All other students will receive a printed statement delivered via First Class Postal Mail.
How can I get my login information if I do not know it?
Go to https://borrower.ecsi.net/
To view your 1098T form, you will need:
- Montclair State University School Code (WT)
- Account Number (SSN)
- A pin/password to access your account. Initially, ECSI assigns each account a PIN/Password. This PIN/Password will be your password until you log into your account and change it. If you have any trouble logging in, please click "Need Help Logging In?"
Initially, ECSI assigns each account a PIN/Password. This PIN/Password will be your password until you log into your account and change it. If you have any trouble logging in, please click "Need Help Logging In?" Initially, ECSI assigns each account a PIN/Password. This PIN/Password will be your password until you log into your account and change it.
If you have any trouble logging in, please click "Need Help Logging In?"
How do I retrieve my login credentials?
Login information is printed on the bottom of your 1098-T form. If your information was not printed, Go to https://cgi.ecsi.net/cgi-bin/bcgi.exe?bcgiu4
Enter all the information requested. Your login credentials will appear after you click submit. *Please note that the zip code entered must match the one on file that the school sent ECSI.
What if the SSN on my tax form is incorrect?
There is a two-step process in rectifying your social security number.
Step 1: Notify the Registrar’s Office at Montclair State University.
To correct your Social Security Number on your tax form with the University, you must complete the Request for Change of Name and/or Student ID Number and submit to the Registrar’s Office at Montclair State University.
Step 2: Notify ECSI. You must inform ECSI as well by completing a Form W-9S. Click here to download Form W-9S. Please include your School Code (WT) and School name on the top of the form to help expedite your request. Please note that your SSN cannot be corrected without a W-9S form on file.
After completing the form, you can submit it to ECSI using the following methods:
- Fax the form to: (866) 291-5384
- Mail the form to:
- ECSI/Montclair State University
- 181 Montour Run Road, Coraopolis, PA 15108
Please be sure to include your email address on the form. By providing your email address, ECSI will be able to notify you via email that your new form is available. You will also receive a new login for your website account.