La Salle University provides 1098-T Tuition Statement each year to students who have paid qualified tuition and related expenses (QTRE). The 1098-T is considered an informational form filed with the Internal Revenue Service by La Salle University and is issued each January for the previous tax year (Jan. 1–Dec. 31). The 1098-T form can assist you with filing for federal education tax credits.
There are two tax credits available to help you offset the costs of higher education by reducing the amount of your income tax; these are the American Opportunity Tax Credit (AOTC) and the Lifetime Learning Credit (LLC). Form 1098-T enables you to determine if you qualify for one or more of these education tax credits. Please note that La Salle University staff cannot offer tax advice and can only answer questions related to how Form 1098-T is reported. Please consult your tax advisor or IRS Publication 970 to determine eligibility for education tax credits and deductions.
You will have access to your 1098-T on-line at Heartland ECSI. You will receive an email notification when your 1098T is available.
Keep in mind that IRS Form 1098-T is an informational form, and your student account statement is the most important information you can use to support a claim for a federal tax credit or deduction. Students and Authorized Users can go to the payment history screen in Touchnet (available on portal via Br. Luwis) to view their payments or generate their own statements.
In order to provide you with the IRS Form 1098-T, and to report your enrollment and financial data to the IRS, the University must have a valid social security number (SSN). While University policy does not require your SSN in the University’s admissions process, IRS regulations require us to request your SSN, and you are subject to an IRS penalty if you fail to furnish your correct SSN to us. If the University does not have your valid SSN on file, an email will be sent to you requesting this information. You can complete this form now and return it to the Office of the University Registrar.
Why did I receive a 1098-T form?
La Salle University is required to provide a 1098-T form to any student who was enrolled and had qualified tuition and related expenses during the previous calendar year.
What are qualified expenses?
Qualified Tuition & Related Expenses include tuition, and mandatory course, exam and program fees, as well as lab, general, technology and student activity fees. Unqualified expenses include room, board and health insurance charges, and application, transcript, graduation, and diploma fees.
Can I receive my 1098-T form electronically?
There are two ways to retrieve your 1098-T electronically:
I’ve graduated and no longer have access to Br. Luwis and the Portal. How can I obtain my 1098-T form?
Students who no longer have access may obtain copies of their 1098-T forms online from our vendor, Heartland ECSI, at https://heartland.ecsi.net/
How do I fix an incorrect Social Security Number on my 1098-T form?
Please complete the form from the Office of the Registrar and return the form in person or by mail to the Office of the Registrar:
La Salle University
Office of the University Registrar
1900 W. Olney Avenue
Philadelphia, PA 19141
What other information do I need in order to claim the tax credits?
The 1098-T form serves as in informational return to notify students that they may be eligible for federal income tax education credits. Receipt of a 1098-T form does not in any way indicate a student’s eligibility for a tax credit. To determine the amount of qualified tuition and related expenses paid, and the amount of scholarships and grants received, a taxpayer should use their own financial records, consult IRS Publication 970 and if necessary, seek the expertise of a professional tax preparer.
Why aren’t my payments for spring 2020 included in Box 1?
The 1098-T reflects amounts paid on your account for the calendar year 2020. If the payment for spring 2020 was posted in 2019, it will not be reported in 2020. Most students had their charges for spring 2020 on their accounts in 2019 and any payments made in 2019 would be reflected on the 2019 1098-T.
Why are only some (or none) of my payments for Spring 2021 included in Box 1?
You may have paid only a small amount or made no payments toward your Spring 2021 semester in the calendar year 2020 (posted on the system between 1/1/20 to 12/31/20). Any payments posted after 12/31/20 will be reported on the 2021 1098-T.
How do I correct an error on my 1098-T?
Send an email to Student Accounts Receivable. Please include your student ID number.