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Student Tax Statements

Qualified Tuition and Related Expenses

Qualified tuition and related expenses are tuition and fees (except for Health Service, Transportation, and Student Insurance fees) a student must pay to be enrolled at or attend Fort Valley State University. The following are not qualified tuition and related expenses:

  • Charges and fees for room, board, student insurance, health services, transportation, and similar personal, living, or family expenses.
  • Amounts paid for any course or other education involving sports, games, or hobbies unless the course or other education is part of the student’s degree program or is taken to acquire or improve job skills.

Specific Instructions for Form 1098-T

Georgia State University is required to file Form 1098-T for each student who is enrolled for any semester during the calendar year. For more information about the deduction or credit see IRS Publication 970, Tax Benefits for Education [PDF], Form 8863, Education Credits, and the Form 1040 or 1040A instructions.

Each University must choose whether to report payments received or amounts billed for qualified tuition and related expenses. Fort Valley State University, in accord with the University System of Georgia, has chosen to report amounts billed for qualified tuition and related expenses (Box 2). We also report any scholarships/grants you received (free money not required to be paid back) on the 1098-T form (Box 5). We do not report out of pocket payments received (Box 1) on the 1098-T form. This includes cash, check, credit card, and loan payments.

Following is an explanation of the information Fort Valley State University reports:

  1. Filer’s Name and Address box: The University’s address (Student Accounts address) is printed in this box.
  2. Filer’s Federal Identification Number box: The university’s FEIN and a contact phone number are printed in this box. Students can contact this phone number if they have any questions pertaining to their Form 1098-T.
  3. Student’s Social Security Number box: The student’s social security number is printed in this box. Only the last four digits are printed on the form. If the student did not provide a SSN, there will be no SSN reported.
  4. Student’s Name and Address boxes: The student’s name and address are printed in these boxes
  5. Box 2: This box contains the total amount that was billed during the calendar year for qualified tuition and related expenses, which is defined as “tuition and fees that a student must pay to be enrolled at or attend an eligible educational institution.”
  6. Box 4: This box contains any billing adjustments that were made during the calendar year for a prior calendar year.
  7. Box 5: This box contains the total amount of scholarships/grants received during the calendar year for the payment of the student’s costs of attendance.
  8. Box 6: This box contains any scholarship/grant adjustments that were made during the calendar year for a prior calendar year.
  9. Box 7: This box indicates if any of the charges billed include amounts for a semester that begins in an academic period during the following year. If registration for an upcoming spring semester occurs during November or December, this box will be checked.
  10. Box 8: This box is checked if the student was enrolled in 6 or more credit hours during the fall semester, spring semester, or summer semester.
  11. Box 9: This box is checked if the student was a graduate student.

Access Your 1098-T

Each January, a copy of the 1098T Tuition Statement will be sent to the address on file for all eligible students. If you do not receive your statement by January 31, a copy can be downloaded from online. Physical copies of the tax formed are mailed by ECSI

Authorized User Access:

Go to www.ecsi.net.
Select Students.
Select View Tax information.
In the Important Information section, select Click here to retrieve your login credentials.
After retrieving your credentials, open the Login Page to retrieve your tax statement.

Student Access:

Go to www.ecsi.net.
Select Students.
Select View Tax information.
In the Important Information section, select Click here to retrieve your login credentials.
After retrieving your credentials, open the Login Page to retrieve your tax statement.

Students can also access the 1098T form in Banner Web:

Log into Banner Web
Select Student Services.
Select Student Account.
Select Tax Notification.
Select the tax year and click Submit.

If the allowable charges for the selected calendar year are greater than your total scholarships and grants for the selected calendar year, the 1098-T Statement will appear on the screen. A detailed description of the charges and payments will appear below the form.

If the allowable charges for the selected calendar year are less than your total scholarships and grants for the selected calendar year, only a detailed description of the charges and payments will appear. An actual statement will not have been printed since no tax deduction can be claimed using the data .

 
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