Sinclair Knowledge Base

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How do I give consent to receive my 1098T form electronically instead of receiving it by mail?

To give consent to receive your 1098-T form electronically, click on the link below and follow the simple instructions to sign up

  1. Visit https://heartland.ecsi.net/index.main.html#/access/eConsent
  2. Follow the step-by-step instructions on the web form.
  3. Check the box and click submit.

Consent must be received by January 1, 2018 for the 2017 tax year. If consent is not received by that date the 1098-T will be mailed to the current address on file.

What information is reported in Boxes 2 and 5 of my 1098-T form?

Box 2 - This box will contain the sum of all qualified tuition and related expenses billed to a student during a calendar year. Tuition waivers and exemptions will reduce the sum of the student’s qualified tuition and related expenses for the year.

Box 5 - This box contains the sum of all scholarships and grants Sinclair Community College administered and processed for the student during the calendar year. Scholarships that pay for tuition (qualified scholarships) and other expenses (non-qualified scholarships) will be included in this amount. Payments received from third party sponsors that are applied to student accounts for educational expenses are included in this box.

How is my Financial Aid reported?

Financial aid, including scholarships and/or grants, is only reported when it is not expected to be paid back by the student. Similar to tuition and other applicable charges, financial aid is reported on a 1098-T form according to the calendar year that is was posted to your account, not necessarily the year it was applied or refunded.

My address on my 1098-T form has changed. Will this affect me when I file my return?

No. The address shown on a 1098-T form is irrelevant for IRS income tax filing purposes.  However, you should update your address with Sinclair Community College, which can be done through the Registration Office.

If my name on my 1098-T form is incorrect or has changed, how can I get this corrected?

To correct or change your name, you need to contact the Sinclair Registration Office to complete the requirements for a name change.  Once your name has been changed in the college system, contact the Bursar Office to request a new corrected 1098-T form which will be made accessible through ECSI.

What is Sinclair Community College’s Tax Identification Number?

The Tax ID Number for Sinclair is 31-0723444

What is the purpose of a 1098-T form?

The 1098-T form is used by eligible educational institutions to report information about their students to the IRS as required by the Taxpayer Relief Act of 1997. Eligible educational institutions are required to submit the student's name, address, and taxpayer’s identification number (TIN), enrollment and academic status. Beginning with 2003, educational 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.

A 1098-T form must also be provided to each applicable student. This form is informational only. It serves to alert students that they may be eligible for federal income tax education credits. It should not be considered as tax opinion or advice. While it is a good starting point, the 1098-T, as designed and regulated by the IRS, does not contain all of the information needed to claim a tax credit. There is no IRS requirement that you must claim the tuition and fees deduction or an education credit. Claiming education tax benefits is a voluntary decision for those who may qualify.

What information is contained in the boxes on 1098-T form?
  • Box 1 - Not applicable.
  • Box 2 - Shows the total amounts billed for qualified tuition and related expenses during calendar year 2016. 
  • Box 3 - Sinclair Community College did NOT change its reporting method from last year.
  • Box 4 - Shows any adjustment made for a prior year for qualified tuition and related expenses that were reported on a prior year 1098-T form.
  • Box 5 - Shows the total of all Financial Aid.  Loans are not included.
  • Box 6 - Shows adjustments to Financial Aid for a prior year.
  • Box 7 - Shows whether the amount in Box 2 includes amounts for an academic period beginning January-March 2017.
  • Box 8 - Shows whether you are considered to be carrying at least one-half the normal full-time workload for your course of study. If you are at least a half-time student for at least one academic period that begins during the year, you meet one of the requirements for the Hope credit.
  • Box 9 - Not applicable.
  • Box 10 - Not applicable.
Why did I receive a 1098-T form and what am I supposed to do with it?

Colleges and universities are required to issue the 1098-T form for the purpose of determining a student’s eligibility for the Hope and Lifetime Learning education tax credits. Receipt of the 1098-T form does not imply eligibility for the tax credit. Students and families should consult their tax advisor or IRS Publication 970, Tax Benefits for Education, to determine their eligibility. The 1098-T form is informational only and should not be considered as a tax opinion or advice. If you have questions about how to calculate your education tax benefit, you should consult your tax professional or refer to the IRS.

What if I still have questions regarding the 1098-T form?

Sinclair Community College has provided a 1098-T form in compliance with IRS guidelines; however, Sinclair is unable to answer tax related questions or provide any tax advice on this issue.  All information and assistance that Sinclair can provide is contained in this notice. The content of this notice is not intended as legal or tax advice.
For tax specific questions, please contact the Internal Revenue Service or your personal tax advisor for further assistance.

Whom do I contact if the Social Security Number on my 1098-T form is incorrect?

To update your SSN, please complete a W-9S form which you can access from the IRS website - Form W-9S and bring this completed form and your Social Security card to the Sinclair Registration Office.  After your SSN has been updated, you may request a new 1098-T form from the Bursar Office.

When will the 1098-T form be mailed?

The IRS 1098-T form will be mailed no later than January 31st to the student’s address on file with Sinclair Community College.

Why is box 1 of my 1098-T form blank?

Box 1 (Payments received for qualified tuition and related expenses) is blank because Sinclair reports amounts in Box 2 (Amounts billed for qualified tuition and related expenses). The IRS provides the option for universities to report either “Payments received” in Box 1 OR “Amounts billed” in Box 2, but not both (refer to Page 14 of IRS Publication 970 for details). Sinclair has elected to report “Amounts billed”.

Can I access my 1098-T form electronically?

Yes, you can access your 1098-T form electronically by going to ECSI Instructions.

I lost my 1098-T form or need a duplicate for my records. How do I get another?

1098-T forms are also available online through ECSI. To retrieve a copy of your 1098-T form, please go to the link below for instructions.  The current 2016 year as well as previous years can be accessed 1098T ECSI Instructions 2016 PDF.

I did not receive a 1098-T form. Why?
  • Sinclair Community College was not required to send you a form.
    • Sinclair is only required to send 1098-T forms to students whose qualified tuition and related expenses are greater than the students’ scholarships and grants (Please refer to IRS Instructions for Forms 1098-E and 1098-T page 2 under exceptions). As an example:
      • Student A has qualified tuition and fees of $1,800 (Box 2) and scholarship and grants of $2,350 (Box 5) for calendar year 2016. Student A will not be mailed a 1098-T form from Sinclair. However, this information can be viewed through your Sinclair student account.
      • Student B has qualified tuition and fees of $3,360 (Box 2) and scholarships and grants of $1,810 (Box 5) for calendar year 2016. Student B will receive a 1098-T form from Sinclair.
  • The address Sinclair has on record is not your current address.
    • If you were mailed a 1098-T form, then it is available online through ECSI. Please see instructions on how to access by going to 1098T ECSI Instructions 2016 PDF.
    • Students will also be required to update their address either on-line through WebAdvisor or in person at Registration.
  • You do not have a valid social security number or are a non-resident alien.
    • If you do not have a valid social security number, a 1098-T form may not have been issued. Please update your social security number at Registration and then you can request a 1098-T form from the Bursar Office.
    • If you are a non-resident alien who does not have a social security number, you can still request a 1098-T form from the Bursar Office.