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1098-T Information

Montclair State University is required to furnish a 1098-T to all students who 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. 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 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 31.

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 two), scholarships, and grants (Box five) 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 1098-T. Payment information is not included on a 1098-T. Only qualified tuition and fees (not including room and board) are reported.

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 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.

Please Note: All 1098-T’s are printed and disseminated by ECSI Student Tax Information (1098-T).

Educational Computer Systems Inc.

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 31. Students will receive their statements electronically via their Montclair State email address. The notification from ECSI with have detailed instructions on how to access the statement online.

Do I Need to Create an Account to Retrieve My 1098-T?

We’ve provided step-by-step instructions for retrieving your 1098-T without an account. Retrieving Your 1098-T Without Creating An Account

How Can I Get My Login Information If I Do Not Know It?

  1. Visit the Heartland ECSI website.
  2. View your 1098-T form
    • You will need the Montclair State University School Code (WT) and your account number (SSN).
  3. Create 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?”

How Do I Retrieve My Login Credentials?

  1. Visit the ECSI Log In Retrieval Website.
  2. Enter all the information requested.
    • Your login credentials will appear after you click submit.

Please Note: The zip code entered must match the one on file that the school sent ECSI.

How Can I Receive My 1098-T Tuition Statement Electronically?

Our third party partner Heartland ECSI will provide 1098-T forms electronically.

To certify the receipt of your 1098-T form electronically, click on the link below and follow the simple instructions to sign up!

  1. Visit the ECSI Electronic Consent Application.
  2. Follow the step-by-step instructions on the web form.
  3. Check the box and click submit.

If you have any questions, please visit the ESCI Tax Info Website concerning information regarding your tax documents and to obtain contact information for Heartland ECSI.

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 the student receives 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.

What If the SSN on My Tax Form Is Incorrect?

  1. Notify the Registrar’s Office at Montclair State University.
    • To correct your SSN 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.
  2. Notify ECSI. You must inform ECSI as well by completing the W-9S Form. 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: 866-291-5384Mail 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.