1098-T Tax Statements
Fort Valley State University is required to file Form 1098-T with the Internal Revenue Service (IRS) for each student who is enrolled for any semester during the calendar year and pays for Qualified Tuition and Related Expenses. 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.
Following is an explanation of the information Fort Valley State University reports:
- Filer’s Name and Address box: Shows the University’s name, address and contact telephone number.
- Filer’s Federal Identification Number box: Shows the University’s FEIN and contact phone number. Students can contact this phone number if they have any questions about their Form 1098-T.
- 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 complete TIN has been reported to the IRS. If no TIN appears, the school was unable to provide it. Contact the Bursar’s Office with questions.
- Student’s Name and Address box: Shows the student’s name and address.
- Service Provider/Acct No: Shows student’s FVSU ID number.
- Box 1: Shows the total payments received by an eligible educational institution in 2018 from any source for qualified tuition and related expenses less any reimbursements or refunds made during 2018 that relate to those payments received during 2018.
- Box 2*: Reserved
- Box 3: Shows whether your educational institution changed its reporting method for 2018. It has changed its method of reporting if the method (payments received) used for 2018 is different than the reporting method (amounts billed) for 2017. You should be aware of this change in figuring your education credits.
- Box 4: Shows any adjustment made by an eligible educational institution 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 amount of scholarships/grants received during the calendar year for the payment of the student’s costs of attendance. Scholarships and grants generally include all payments received from third parties (excluding family members and loan proceeds). This includes payments received from governmental and private entities such as the Department of Veterans Affairs, the Department of Defense, civic and religious organizations, and nonprofit entities.
- Box 6: Shows adjustments to scholarships or grants for a prior year.
- Box 7: Shows whether the amount in box 1 includes amounts for an academic period beginning January-March 2019. If registration for an upcoming spring semester occurs during October, November or December, this box will be checked.
- Box 8: Shows whether you were considered to be carrying at least one-half the normal full-time workload for your course of study during any academic period of the tax year.
- 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.
*For tax years prior to 2017 and earlier, Fort Valley State University, in accord with the University System of Georgia, reported amounts billed for qualified tuition and related expenses in Box 2.
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 accessed online. Physical copies of the tax forms are mailed by Heartland ECSI.
Access Official Copy of 1098-T Tax Statement (Heartland ECSI)
- Go to https://heartland.ecsi.net
- Follow the prompts to access your 1098-T form.
A statement will only appear if your 1098-T information was sent to the Internal Revenue Service (IRS).
Access 1098-T with Additional Information (MyFVSU/Banner Web)
- Log in to Banner Web.
- Select Student Services
- Select Student Account.
- Select Tax Notification.
- Select the tax year.
If the IRS Status appears as sent, the information was reported to the IRS and may be used to calculate Education Credits.
If the IRS status appears as excluded, the information was not reported to the IRS because no Education Credit may be claimed. This occurs when the total scholarships and grants exceed the total qualified tuition and related expenses for the tax year.