Frequently Asked Questions about the 1098-T

Frequently Asked Questions about the 1098-T

· What is the purpose of the 1098T and how do I use it when filing my taxes?

· What does the amount in Box 2 represent?

· What does the amount in Box 5 represent?

· If I received more in scholarships and grants (Box 5) than I was billed in tuition charges and related expenses (Box 2) does this mean that it is taxable income?

· Is there any reason I might not receive a 1098-T?

· When is this tax information mailed?

· What address do you mail these forms to?

· Do I have to send a copy of the 1098-T form to the IRS?

· I misplaced my 1098-T form. May I have another one?

· I received an email from ECSI. What is the relationship between ECSI and Stratford?

· Is it too late to update your Social Security Number or ITIN?

The following information is provided for general assistance related to the 1098T tax form but should not be construed as tax advice. Please consult IRS Publication 970 or contact a tax advisor if you need further assistance.

Stratford University is required to produce the 1098T by IRS regulations. It can be used to claim the educational tax benefits outlined in IRS Publication 970. The information on the form will assist you in completing your tax return. If you need further assistance, please consult a tax advisor.

Box 2 displays the total amount the student was billed for qualified tuition and related expenses (e.g. Activity Fee) in the tax year.

Box 5 displays the total amount the student was given in scholarships and grants in the tax year. These are scholarships and grants administered and disbursed by Stratford University. There may be other organizations which provided scholarships or grants to the student which will not be included on the 1098T.

If you have questions on the tax impact of the information reported on the 1098T, please consult a tax advisor.

Stratford University is not required to send this form when the amount of grants and scholarships for students is equal to the amount of qualified tuition and related expenses billed or for students who were enrolled less than half-time. In addition, students who currently do not have a valid Social Security Number or ITIN submitted to the Registrar's office will not receive a tax statement. Please refer to Student Loan Interest Statement and Tuition Statement

The 1098-T form is mailed each year on or before January 31.

We mail the 1098T form to the student at the permanent address listed on file with the university.

No. You are not required to include the 1098-T form when filing your taxes. The information has been provided electronically to the IRS by Stratford University. We recommend that you keep this information for your tax records.

Yes. Students may consent to receive their forms electronically through ECSI at ECSI Electronic Consent Form or request it to be mailed by contacting ECSI at (866)428-1098.

To simplify reporting and to promote the best customer service for students and their families, the University contracted with ECSI to provide 1098-T tuition statements. In addition to mailing forms, ECSI offers students the opportunity to receive their 1098-T statements electronically via the ECSI portal. The students must first consent to receive the statement electronically by completing the form at ECSI Electronic Consent Form

IMPORTANT NOTE: You are required to enter your Student ID # not SSN/ITIN # (i.e. P000-00-0000) on ECSI’s electronic statement consent application. Please be sure to include the “P” at the beginning of the student ID number. If you are unsure of your student ID #, please contact your campus directly.

After completing the consent form, ECSI will send an email with access instructions. You will need the school code and PIN # to access your statement. The school code is TL. The PIN# will be provided in the email. If you have not received an email from ECSI, please contact their customer service line at (866)428-1098 or refer to their website at ECSI

Reporting to the IRS depends on correctly identifying you, so it is very important that you have your ITIN or Social Security number on file with the University. Follow these steps to have a 1098-T generated:

1. Furnish the University with your valid ITIN or Social Security number. You will need proper identification: photo ID, a Valid Social Security card, or the card or letter received from the IRS assigning the ITIN in order to update your student record. Please be sure both the email address and physical address on file is current.

Please email registrar@stratford.edu for assistance.

2. Registrars will submit an updated list to University Administration weekly for all students whose records have been updated with a valid Social Security or ITIN number.

3. A 1098-T form will be generated and an email sent to students from ECSI.

4. Students will be mailed the statement to the permanent address on file or may receive their statement electronically by completing the consent form at ECSI Electronic Consent Form

IMPORTANT NOTE: You are required to enter your Student ID # not SSN/ITIN # (i.e. P000-00-0000) on ECSI’s electronic statement consent application. Please be sure to include the “P” at the beginning of the student ID number. If you are unsure of your student ID #, please contact your campus directly.


The annual deadline to file 1098-T tax information electronically with the IRS is March 31, 2015. Stratford University elects to transmit this data earlier. Please make sure all updates are submitted on or before February 25, 2015. If information is received after February 25, 2015, we will not be able to process additional requests for 1098-T tuition statements.

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