Shenandoah University’s 1098-T Tax Form Resource Center
Sign-up for electronic delivery of your 1098-T tax form. The sign-up deadline for the 2019 tax year is January 1st, 2020.
Contact us by e-mail or phone with questions about the information on your tax form. Please provide us with your student ID#, which is located in the last box on the left of the 1098-T tax form. We will attempt to contact you within 2 business days.
1098-T Contact Information:
Phone: (540) 665-5588
What’s New for 2019 and Frequently Asked Questions & Answers about the 1098-T tax form
Q: What is a 1098-T tax form?
A: A 1098-T tax form is filed by Shenandoah University for each student who in enrolled for academic credit during the calendar year and for whom a reportable transaction is made during the calendar year. This form is to be used by students and/or parents in determining if they qualify for the education deductions and/or tax credits offered by the IRS on their federal income tax returns.
Q: What is qualified tuition and related expenses?
A: Qualified tuition and related expenses are tuition and fees a student must pay to be enrolled at or attend an eligible educational institution. Shenandoah University’s qualified tuition and related expenses include tuition charges, applied music lesson fees, lab fees, mandatory technology fees, activity fees (condition of enrollment), studio recording fees, and distance education fees. Qualified expenses do not include: Room and board charges, late registration fees, insurance, books, equipment, transportation, and similar personal, living, or family expenses.
Q: What do the amount boxes on the 1098-T tax form represent?
- Box 1: The amount reported is the total amount of payments received less any reimbursements or refunds made during the calendar year that relate to the payments received for qualified tuition and related expenses.
- Box 4: Reimbursements or refunds of qualified tuition and related expenses made in 2019 that relate to payments received that were reported for a prior year after 2002.
- Box 5: Total amount of scholarships or grants that Shenandoah University administered and processed during the calendar year for the payment of the student’s cost of attendance.
- Box 6: Reductions to the amount of scholarships or grants that were reported in a prior year.
- Box 7: Amounts in box 1 include amounts applicable to an academic period in the next calendar year
Q: What’s new regarding the tuition and fees deduction for 2019?
A: The tuition and fees deduction has been extended to cover qualified education expenses paid in 2018, 2019, and 2020. You may be able to deduct qualified education expenses paid during the year for yourself, your spouse, or your dependent(s). This deduction may be beneficial to you if you do not qualify for the American Opportunity or Lifetime Learning credits. The IRS Publication 970 Tax Benefits for Education provides full details of the education tax benefits. If you have questions concerning these tax benefits, please speak with a professional tax advisor. Shenandoah University can not give tax advice.
Q: Were all students issued a 1098-T tax form?
A: No, 1098-T tax forms were not issued to students who took courses for which no academic credit was offered (such as courses with 0 credit hours or audited courses) or to nonresident aliens. These are the exceptions granted to educational institutions by the IRS. If you are a nonresident alien, you must request a 1098-T tax form prior to the cutoff date, March 13th, by sending an email to firstname.lastname@example.org. After the cutoff, SU will not be able to file a 1098-T tax form for you.
Q: Why did I receive a 1098-T tax form if I was not enrolled at Shenandoah University during the calendar year?
A: Students who had prior year adjustments to their qualified tuition and related expenses and/or scholarships and grants or future year charges for qualified tuition and related expenses and/or scholarships and grants during the calendar year were issued a 1098-T to reflect these transactions.
- A student enrolled in 2018 or prior and had qualified tuition and related expenses or financial awards reversed in 2019 received a 1098-T tax form with the reductions reported in Box 4 and/or Box 6 of the 1098-T tax form.
- A student who attended Shenandoah University in 2018 or prior and had additional qualified tuition and related expense payments or financial awards added to his/her student account in 2019 received a 1098-T tax form with the additions reported in Box 1 and/or Box 5 of the 1098-T tax form.
- A new student who enrolled in 2019 for the spring term beginning in January 2020 and had qualified tuition and related expense payments and/or financial aid awards on his/her student account during 2019 received a 1098-T tax form with the amounts reported in Box 1 and/or Box 5 of the 1098-T tax form. In addition to the amounts being reported on the tax form, an “X” is marked in Box 7 of the tax form to indicate that the amount in Box 1 includes amounts for the academic period beginning in January 2020.
Q: I am a US Citizen and I was enrolled for academic credit at Shenandoah University during the calendar year but did not receive a 1098-T tax form?
A: This would apply to students who were only enrolled at Shenandoah University for the Spring term of the calendar year and who had no qualified tuition and related expense payments and/or financial aid awards transactions on their student account during the year, i.e. May 2019 graduates who were billed for their Spring term in November or December 2018. These students were issued a 1098-T tax form in 2018. Since there were no reportable transactions in 2019, a 1098-T tax form is not required to be filed.
Q: I did not pay Shenandoah University any money during the calendar year, why was I issued a 1098-T tax form?
A: The 1098-T tax form is issued to students for whom we received payments for qualified tuition and related expenses and/or financial aid was awarded during the year. Your tuition may have been paid by your employer, student loan, outside scholarship, etc. The tax form filing is not based soley on cash paid to Shenandoah University by the taxpayer. It is based on qualified tuition and related expenses for which payments were made on your student account during the year. You will need to contact your tax advisor to determine your eligibility for taking the tax credits/deductions on your federal income tax return.
Q: How do I download my 1098-T from the ECSI website?
A: Please visit https://heartland.ecsi.net/.
- Click on the “Accessing Your 1098-T or 1098-E Document” at the bottom of the page
- In the next window that pops up, Click on “Want to look up your 1098-T or 1098-E tax form?” on the left side of the page
- Start typing in the school name “Shenandoah University” and it should auto populate
- Enter your name, SSN, and legal zip code (Please note that the zip code you enter must match the legal/permanent zip code SU has on file).
- Check the box for “I’m not a robot”
- Select “Continue”
- Select “View Details”
Q: Can I sign up for paperless statements or electronic delivery?
A: Yes! We have partnered with Heartland 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 below and following the step by step instructions.
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 even while traveling or on assignment 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!
- Visit https://heartland.ecsi.net/index.main.html#/access/eConsent
- Sign up for Electronic Statements by entering your School, First Name, Last Name, Social Security Number, School Student ID, and Email Address (with the option to include an alternate email address). Heartland ECSI’s website is a secure website and Heartland ECSI will not share your private information with anyone. This notification is strictly sent to gather your consent for receiving an electronic 1098-T Form.
- Check the box and click submit.
The deadline to sign up for electronic delivery for the current tax year is January 1st, 2020. If you sign up after the deadline, you will still receive a paper statement via U.S. Postal Mail and the following tax year you will receive the electronic copy. Students who did not submit their consent, may still go to heartland.ecsi.net and view their 1098T electronically with the option to print.
Q: What Resources are available to me?
A: Please contact a tax professional to determine if you are eligible for these benefits. Shenandoah University can not provide tax advice.
You may contact the IRS’ Public Liaison Office at 1-800-829-1040 or go to one of the following websites to learn more about these tax benefits.
You can access your student account statement that shows tuition and fees charges, financial aid, and payments for 2019 by logging into Hornet Hub, selecting Student Finance, and then selecting Account Activity from the drop down menu at the top of the page. Parents who have been granted access to Parent/Person Proxy may access the student account by logging into Parent/Person Proxy, selecting the student, selecting Student Finance, and selecting Account Activity from the drop down menu.