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Tax Information
1098 T and E Information
Instructions for Student
You, or the person who can claim you as a dependent, may be able
to claim an education credit on Form 1040 or Form 1040A. This statement may
help you claim an education credit. To see if you qualify for a credit, and for
help in calculating the amount of your credit, see Pub. 970, Tax Benefits for
Education; Form 8863, Education Credits; and the Form 1040 or 1040A
instructions.
Tax Document Retrieval
Both the 1098-T and E forms are stored electronically with
our service provider, Heartland Educational Computer Systems, Inc. (ECSI).
Click here to search for you tax form:
https://heartland.ecsi.net/index.main.html#/access/FAQtaxDocuments.
Select: Click Here To Search For Your Tax Form. You
will then select Robert Morris University-Pennsylvania (ACF6). To access your
1098-T form online, you will need:
·
First and Last name
·
Social Security Number
·
Zip code
Please contact
ECSI at 1-866-428-1098 with any questions concerning website access.
An itemization of your financial transactions
can be viewed by visiting your eServices page on the RMU website and selecting
Statement under the Financial section.
Tax form Details
Student's taxpayer identification
number (TIN). For your protection, this form may show only the last four
digits of your TIN (SSN, ITIN, ATIN, or EIN). However, the issuer has reported
your complete TIN to the IRS
Account number. May show an account
or other unique number the filer assigned to distinguish your account.
Box 1. Shows the total
payments received in the calendar year from any source for qualified tuition and related
expenses less any reimbursements or refunds made during the calendar year that relate to
those payments received during the previous year.
Note: The amount in Box 1 may not equal or sum to the charges paid
for the calendar year because not all charges are considered qualified
tuition and related expenses. Non-qualified
expense are defined as books, room and board, parking, insurance and other
similar personal living expenses.
Box 2. Reserved.
Box 3. Shows the method of
reporting for 2019.
Box 4. Shows any adjustment
made for a prior year for qualified tuition and related expenses that were
reported on a prior year Form 1098-T.
Box 5. Shows the total of
all scholarships or grants administered and processed by the eligible
educational institution. The amount of scholarships or grants for the calendar
year (including those not reported by the institution) may reduce the amount of
the education credit you claim for the year.
Box 6. Shows adjustments to
scholarships or grants for a prior year. This amount may affect the amount of
any allowable tuition and fees deduction or education credit that you claimed
for the prior year. You may have to file an amended income tax return (Form
1040X) for the prior year.
Box 7. Shows whether the
amount in box 1 or 2 includes amounts for an academic period beginning in the next calendar year. See Pub. 970 for how to report these amounts.
Box 8. Shows whether you
are considered to be carrying at least one-half the normal full-time workload
for your course of study at the reporting institution.
Box 9. Shows whether you
are considered to be enrolled in a program leading to a graduate degree,
graduate-level certificate, or other recognized graduate-level educational
credential.
Box 10. Shows the total amount
of reimbursements or refunds of qualified tuition and related expenses made by
an insurer. The amount of reimbursements or refunds for the calendar year may
reduce the amount of any education credit you can claim for the year (may
result in an increase in tax liability for the year of the refund).
For the latest information about developments related to Form
1098-T and its instructions, such as legislation enacted after they were
published, go to www.irs.gov/form1098t.
The above information is based on the
University’s interpretation of the IRS guidelines and should not be considered
tax advice. The University cannot provide
tax advice concerning income. Questions
concerning income tax matters should be directed to a tax professional or the
IRS.
Any questions or clarifications related to the 1098T must be addressed in writing. Please email stacct@rmu.edu with the student's name, RMU # and the question. |