Collin College is required to furnish the 1098-T form to students who incur Qualified Tuition and Related Expenses (QTRE). IRS Form 1098-T is a tuition statement that may assist taxpayers in calculating any education tax credit for which they may be eligible. 1098-T forms for the previous calendar year will be available by January 31.
The IRS defines Qualified Tuition and Related Expenses (QTRE) as “tuition and fees required for enrollment or attendance.” In general, not all charges incurred during a calendar year meet IRS requirements. As a result, the amount reported in Box 1 may not match the total amount paid within the academic year. Collin College is not responsible for and is prohibited by law from providing tax advice. Taxpayers should contact a tax advisor or the Internal Revenue Service for guidance.
Information Reported To IRS
Collin College is required to report the following for each student:
- Student name, address, and Taxpayer Identification Number (TIN) including Social Security
Number (SSN) or Individual Taxpayer Identification Number (ITIN)
- Payments received for QTRE during the applicable tax year (Box 1)
- Any adjustments made to amounts previously reported in Box 1 of a prior-year Form
1098-T (Box 4)
- The total amount of scholarships, grants, third-party payments, and tuition exemptions
disbursed to the student for the payment of costs of attendance during the tax year
(Box 5)
- Any adjustments made to scholarships/grants reported on a prior year's Form 1098-T
(Box 6)
- Checked if the amount in Box 1 includes amounts for an academic period beginning January – March [current year] (Box 7)
- Checked if the student was enrolled at least half-time for at least one academic term during the year (Box 8)
- Checked if the student is enrolled in a graduate-level degree program (Box 9)
Qualified Tuition and Related Expenses (QTRE)
What types of expenses are eligible and not eligible for 1098-T reporting purposes?
| Eligible QTRE | Non-Eligible |
|---|---|
|
Non-Eligible:
|
Student Access
Students may obtain a copy of their Form 1098-T through the following methods:
Workday:
OneLogin > Workday > Financials Hub > Statements and Documents > View My 1098-T
ECSI:
Students may also access current and prior year Forms 1098-T through Heartland ECSI.
To consent to electronic delivery of your Form 1098-T, log in to the ECSI website and follow the instructions provided. If electronic consent is not received by January 1, a paper copy of the form will be mailed to the primary mailing address on file with Collin College.
For assistance, use the “Chat with ECSI” feature on the website or contact ECSI Customer Service at 1-866-428-1098.
USPS:
If a student chooses electronic delivery, a paper Form 1098-T will not be mailed.
Paper Forms 1098-T are postmarked and mailed by January 31 to the student’s primary mailing address on file with Student and Enrollment Services.
Parent Access / FERPA
Federal law requires and ensures privacy of information through the Family Educational
Rights and Privacy Act (FERPA), which prohibits the release of any information without
the student’s direct consent.
The Family Educational Rights and Privacy Act (FERPA) affords eligible students certain rights with respect to their educational records,
including student financial accounts. Students may authorize third parties (parents,
guardians, or other applicable third parties) to some areas of their Workday student
account, allowing them access to student financial information, ability to pay their
balance, and/or view their grades or class schedule.
Students decide WHO to give access to their information, and WHAT access is granted.
Students are responsible for adding, changing, and removing third-party permissions.
Collin College cannot disclose a student’s financial or tax information to anyone
over the telephone.
Frequently Asked Questions
OneLogin > Workday > Actions > Personal Data > Change Home Contact Information
To upload your SSN card in Workday:
OneLogin > Workday > Actions > Personal Data > IDs > Add > Change My Government IDs > At the bottom, select Attach Files, upload a copy of your Social Security card > Submit
Collin College reports the payments received for QTRE, which include tuition and eligible fees only. As a result, the amount shown in Box 1 may be less than the total amount you paid to Collin College.
Amounts reported on the 1098-T are based on calendar year activity, meaning transactions posted on and between January 1 and December 31, rather than the year associated with the academic term.
Credit Students:
OneLogin > Workday > Financials Hub > Statements and Documents > View Statement > Select Academic Period > OK > Generate PDF > Click on blue pdf link in top right corner to print.
Noncredit Students:
My Learning Student > My Account History > Print Receipt
There are several reasons why a 1098-T form would not be prepared for a student.
The following students are not eligible for a 1098-T form:
- Nonresident alien students
- International students without a valid TIN or SSN on file with Collin College
- Students who have not provided a primary mailing address to Collin College
- Students enrolled in non-credit courses such as continuing education courses
- Students with QTRE expenses waived or paid entirely by scholarship or grant
- Students with scholarships/grants/exemptions/fellowships exceeding QTRE
- Students with QTRE expenses covered by formal billing arrangement
- Students with no QTRE to report for the calendar year
If you were eligible for a 1098-T and did not receive one, call 866-428-1098 to request your form.
Helpful Tips
- Verify Collin College has your correct address
- Verify Collin College has your correct Taxpayer
- Identification Number (SSN or ITIN)
- Sign up for electronic delivery of your 1098-T via Heartland ECSI
- Review your statements and 1098-T form available on Workday
- Contact a tax professional or the IRS for tax-related information
Contact Information
Heartland ECSI
866-428-1098
Internal Revenue Service
1-800-829-1040
Student Financial Services
972-548-6616