Billing & Student Accounts
The American Recovery and Investment Act of 2009 expanded tax benefits that may be available to your family. The IRS encourages you to save your receipts. Expenses paid for tuition, books, and course materials may be eligible to use to claim a tax credit.
For more information on the American Opportunity Credit, The Hope Credit, or the Lifelong Learning Credit, go to www.irs.gov.
Emerson College is not a tax advisor. Emerson College cannot provide tax advice so you may want to consult the IRS or a tax professional to find out more about the tax credit and your eligibility.
Emerson College produces 1098-T statements each January for students who paid for courses during the prior tax year. The 1098-T statements show the amounts billed for eligible tuition and fees as well as any scholarships or grants awarded during the year.
Emerson uses an outside party called Heartland ECSI to produce and distribute our 1098-T statements. Heartland ECSI generates the 1098-T statement and mails it to the student 's permanent address on file with the College. The student is mailed the original form and given a PIN to be able to log into the Heartland ECSI website if he or she would like reprints of the 1098-T.
The Privacy Act Notice, Section 6109 of the Internal Revenue Code requires individuals to give their correct Social Security Number (SSN) to persons who must file information returns with the IRS to report certain information. The IRS uses SSNs for identification purposes and to verify the accuracy of tax returns. To comply with this statute, if we do not have your SSN on file, we may ask you to complete substitute form W-9S, Request for Student's Taxpayer Identification Number and return it to us by one of the following methods:
- bring the form to the Student Accounts Office on the fourth floor of 216 Tremont Street
- faxing it to us at 617-824-8657, or
- mailing it back to us at: Emerson College, Office of Student Accounts, 120 Boylston Street, Boston, MA 02116.
Under no circumstance should you email your completed form to us. Email is simply not a secure enough method of communication.
Please note that your SSN will only be used for the purpose of preparing form 1098-T. If you have questions or need assistance, please email firstname.lastname@example.org.
1. What is the IRS Form 1098-T? The IRS Form 1098-T is used to assist you in determining if you are eligible for an Education Tax Credit. It is an annual statement that provides you with the amount of tuition charged on your account during the calendar year.
2. Who will receive a 1098-T? For tax reporting year 2015, all domestic Emerson College students who were officially registered and taking courses for academic credit in at least one of the following semesters will be sent the IRS From 1098-T, if the qualified tuition and fee charges for the semester were posted to the student's account during 2015:
- Spring 2015
- Summer 1 2015
- Summer 2 2015
- Fall 2015
- Spring 2016
3. When will I receive my IRS Form 1098-T? Federal regulations mandate that the IRS Form 1098-T is postmarked no later than January 31st to all eligible students. It will be mailed to the student's permanent address on file at the College. Online access will also be available through Heartland ECSI, a third party vendor.
4. How will I receive the IRS Form 1098-T? HEartland ECSI (Educational Computer Services, Inc.), a third party vendor, will mail a copy out to those who are eligible to receive one. It will be available to print from ECSI’s website as well. Log onto www.ecsi.net using your SSN account number and T8 is our school code.
5. Can I get another copy of the IRS Form 1098-T? It will be available to print from ECSI’s website as well. Log onto www.ecsi.net using your SSN account number and T8 is our school code.
6. Why didn't I receive an IRS Form 1098-T? Here are a few reasons you may not receive the form:
- The IRS Form 1098-T may have been mailed to the wrong address. IRS regulations require mailing the form to your permanent home address.
- If you filed a change of address form with the Post Office, the IRS Form 1098-T will not be forwarded to the new address. Instead it will be returned to the College. It will be available to print from ECSI’s website as well. Log onto www.ecsi.net using your SSN account number and T8 is our school code.
- If you were enrolled in non-credit courses only, an IRS Form 1098-T is not issued. You should use your personal records to determine if you are eligible for any tax credit.
- You are an international student and not required to receive an IRS Form 1098-T. If you would like to request one, please email email@example.com from your Emerson Email address.
7. My address on the IRS Form 1098-T has changed. Will that affect me when I file my tax return? No, this will not affect your tax return.
8. Which boxes of the IRS Form 1098-T should be filled in and what do they mean?
- Box 1: No longer used by Emerson College
- Box 2: Amounts billed for qualified tuition and related expenses.
- Box 3: Acknowledges that Emerson College has changed its reporting methods for the tax year 2013.
- Box 4: Adjustments made to a prior year's billed qualified tuition and related expenses
- Box 5: Scholarships or Grants received
- Box 6: Adjustments made to a prior year's scholarships or grants
- Box 7: Box is checked if the amount in Box 2 includes amounts for an academic period beginning January - March 2016
- Box 8: Box is checked if you are enrolled half time or greater
- Box 9: Box is checked if you are a graduate student
9. Why isn't there an amount in Box 1? Emerson College changed their reporting method in 2014 to report amounts billed, not amounts paid against eligible charges. Box 1 will no longer be used by Emerson College.
10. What charges are included in Box 2 for "qualified tuition and related expenses"?
- Qualified Expenses: Tuition, student service fee
- Not Qualified Expenses: Room and Board, late registration fees, meal plans, loan origination fees, health insurance
11. What items are included in Box 5 for "scholarships and grants"?
|Qualified Scholarships or Grants||Not Qualified Scholarships or Grants|
|VA Chapter 33, Chapter 31, and Yellow Ribbon payments||AmeriCorps Payments|
|Federal Pell Grant, Supplemental Educational Opportunity Grant (SEOG) or other Grant||State 529 Savings Plans|
|Institutional Scholarship or Grant|