Tax Information

Academic years do not correspond to tax years. Below are explanations of each box on the 1098-T to help clarify the financial data reported. It is important to remember that the amounts on this form consists of charges assessed and payments made in a calendar year, not in an academic year.

Box 1.   Amounts paid for qualified tuition and related expenses. The amount in Box 1 reflects payments from all sources received in the calendar year for qualified tuition and related expenses (QTRE) billed, plus any unreported (previously unpaid) charges, less any reimbursements or refunds made during the year. Box 1 amount is capped at the total QTRE billed.

Box 2.   In previous years, Box 2 reported charges billed. Effective 2018 the IRS is requiring all schools to report payments received in Box 1. Box 2 will be BLANK.

Box 4.   Adjustments made for a prior year. This box reflects refunds or reimbursements made that relate to payments received and reported to the IRS in any prior year. 

Box 5.   Shows the total of all scholarships and grants posted to the student account in the calendar year. This reporting requirement has not changed from previous years. Amounts are reported in Box 5 regardless of any qualified or non-qualified expenses billed. Amounts in Box 5 are also reported in Box 1 as payments.

Box 6.   Shows any reductions in scholarships or grants that were reported on a prior year 1098-T.

Box 7.   If this box is checked, the amount in Box 1 contains payments posted in the calendar year for the Spring semester starting the following January.

Only payments applied to qualified tuition and related expenses (QTRE) will show in Box 1.  QTRE are those fees that a student must pay that are within the IRS guidelines.  Below is a chart of Qualified vs Non-Qualified expenses.

Employees of Millersville University cannot assist with tax form preparation, nor supply advice on what can or cannot be claimed.  Please do not contact the university for that purpose. You are encouraged to consult a tax advisor and refer to federal Publication 970 from the IRS.

It is important to remember that the 1098T is an informational document, with data presented in the format which the government has requested.  The amount listed in Box 1 is not indicative of the amount paid to the University in the calendar year.  Rather, it is the amount paid up to the amount of qualified tuition and charges billed (QTRE).  If you would like an itemized breakdown of the QTRE and payments you made in the tax year or you have additional questions about the amounts presented on your form, please email the Office of Student Accounts at osa@millersville.edu. 

Due to the Family Educational Rights and Privacy Act (FERPA), only the student, or those persons the student has authorized via SAM, may contact OSA for information or assistance regarding the 1098-T form. To grant permission to another individual, please login to www.millersville.edu/sam, choose ‘Authorized Users’ under the My Profile heading and enter the email address of the person you would like to authorize. Make sure to select YES when presented with the question regarding access to the 1098T.  If this permission has been granted, your authorized user will have access to the 1098T form via www.millersville.edu/pay.

Forms are only available for 4-years after issuance.

 

Go to: https://heartland.ecsi.net/index.main.html#/access/signIn

If you are having difficulty accessing your tax information via Heartland ECSI, please visit ECSI - Contact Us for 24/7 Chat Assistance or call 1-866-428-1098. 

Introduction

Taxpayers may access their 1098-T tax statements on the EasyPath borrower website after successfully creating and signing in to their account (profile).  

There are three steps for the taxpayer to access their 1098-T tax form.

Step 1: Create a Profile

The taxpayer will need to create a profile.

If they already have a profile, they can skip Step 1 and go directly to Step 2 to sign in.

Step 2: Sign In To A Profile

The taxpayer must sign in to the profile to complete step 3 of this process.

Step 3: Connect an Account

Once the taxpayer has created a profile and signed in, they must connect their tax form account to their profile.

Create a Profile

The taxpayer must create a profile to access their 1098-T tax statement.  They can go directly to Sign In to Your Profile if they already have a user profile.

Step 1: Click on the Register link on the right side of the page.

Step 2: On the right side of the Sign In or Register page, the taxpayer can create a new profile under the Register and Create a New Profile section.  The taxpayer will need to create a username and password.

• The username must be between 6 and 50 characters in length.
• The username does not require uppercase letters.
• The username cannot contain a blank space or special characters.
• If the username already exists, the system will prompt the taxpayer to select a new username or sign in with the username they entered.

• The password must be at least 8 characters long
• The password must contain 1 uppercase letter
• The password must contain 1 digit or 1 special character

 

Step 3: Enter first name, last name, date of birth, phone number, select the phone number type, email address, and confirm the email address.

For the taxpayer to locate their Heartland Key using the search feature when connecting their account, the first name and last name in the user profile must match what is on record with the taxpayer’s school.

If the taxpayer enters an email address that already exists, they will need to enter another email address or the system will provide a link to retrieve the username that is associated with the email address. 

Step 4: Enter full address.

Step 5: Select three security questions and answers.  They will also need to click on the reCAPTCHA component.

Step 6: Click on the Save Your Profile button.  They will be returned to the Sign In page.

Sign In to Profile

Step 1: Click on the Sign In link on the right side of the page (if the taxpayer is not on the Sign In page).

Step 2: Enter the username and password.  Click on the Continue button.

Step 3: Select the method for receiving the verification code.  Click the Send Verification Code button.

• If the taxpayer has a mobile phone number in their user profile, they can receive the verification code via text, automated call, or email.
• If the taxpayer has a home or work phone number in their user profile, they can receive the verification code via automated call or email.

Step 4: Enter the verification code.  Click the Continue button.  The taxpayer will be directed to the Your School Accounts page.

Connect an Account

The taxpayer must connect their account to their user profile using the Heartland Key.  If they do not know their Heartland Key, see Search for the Heartland Key.

Step 1: On the Your School Accounts page, click the Connect An Account tile.

Step 2: Enter the Heartland Key.  They will also need to click on the reCAPTCHA component.  Click on the Connect button.

Step 3: Enter the requested information to complete the connection process.  Click on the Connect button.

Search for Heartland Key

Step 1: On the Connect An Account page, click on the Click Here link next to For 1098-T Forms.

Step 2: Fields will appear requiring the taxpayer to select their school/campus, enter their SSN or Tax ID, and enter their zip code. They will also need to click on the reCAPTCHA component.

Step 3: Click on the Find My Heartland Key button.  If a Heartland Key exists based on the taxpayer information, it will populate in the Heartland Key field under the Connect An Account section on the left side of the page.

 

Please have your student login to their SAM account and click on ‘Authorized Users.”  Click the sprocket next to the email address they wish to view the 1098T and select ‘Edit.’  This will reveal YES/NO responses to all permissions – make sure the answer to the question regarding 1098T access is YES.  Save any changes.