1098-T Tax Credits

The 1098-T Tuition Statement, is a tax statement used to assist the taxpayer in determining eligibility for certain education tax credits for qualified tuition and related expenses paid during the tax year.

Whittier College mails a 1098-T Tuition Statement by January 31 of each year to all eligible students (US citizens, Permanent residents, and Non-resident aliens who have a taxpayer identification number TIN) who enrolled in spring, summer or fall terms during the previous calendar year. The statement will be mailed to a student's permanent address on file. If you are unsure about your eligibility for a tax credit, please consult with a qualified tax preparer or the IRS Publication 970. Whittier College employees cannot offer tax advice regarding these credits.

View or obtain a copy of your 1098-T

Creating an account with Heartland ECSI is not required. The website uses Pop-up windows for viewing and printing your tax documents. Please be sure to turn off your Pop-up blocker for Heartland ECSI's website.

  1. Go to Heartland ECSI Tax Document
  2. Type in "Whittier College" and click the Submit button.
  3. Complete the form with your personal information and check the 'I'm not a robot' box. Press Continue.
  4. You can access the most recent tax documents by clicking on the '+' button next to the statement.

Questions about accessing the form online should be directed to Heartland ECSI at 866.428.1098.

Information Reported on the 1098-T

A student's name, social security number, address, and enrollment status (undergraduate, graduate, half-time, full-time) are reported on the 1098-T. Beginning in the tax year 2018, institutions are required to report the payments received from all sources for qualified tuition and related expenses (Box1). This amount will not be greater than the amount billed for eligible tuition and fees. Charges and fees for room, board, insurance, medical expenses (including student health fees), transportation, and similar personal, living, or family expenses are not considered QTRE.

Beginning in tax year 2003, education institutions must also report amounts to the IRS pertaining to qualified tuition and related expenses, as well as scholarships and/or grants, taxable or not.