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1098-T Information

What is a 1098-T?
IRS Form 1098-T is a reporting tool in statement form issued to students and to the IRS during January of each year. It is to be used by federal tax filers to determine eligibility for tax credits.

What are these credits?
The credits are explained in IRS Publication 970, "Tax Benefits for Higher Education" at: http://www.irs.gov/pub/irs-pdf/p970.pdf. For information on filing for the credits, please see: IRS Form 8863, "Education Credits" at: http://www.irs.gov/pub/irs-pdf/f8863.pdf. Instructions for completing this form are included.

I received a 1098-T from Otterbein; does that mean I am eligible for the credit?

Not necessarily. Receipt of a 1098-T does not mean that you are eligible for the credit. There are many restrictions associated with the tax credits. You should review IRS forms, instructions and publications for guidance and consult your tax advisor.

I did not receive a 1098-T; why not?
Certain students do not receive 1098-T forms. In accordance with IRS regulations, Otterbein has elected not to issue you a 1098-T if your scholarships and grants equal or exceed your tuition and related charges, if you are a non-resident alien, or if you are not enrolled for credit during the reporting period.

Where was my 1098-T sent?
Your 1098-T form was sent to your permanent address.

Where can I view my 1098T on-line?
You can view your 1098T on-line at the the Heartland/ECSI website.
To access your 1098T statement from the Heartland ECSI website, you will need to know:
  • First and Last Name (student’s)
  • Social Security Number (student’s)
  • Zip Code that appears on the 1098-T form (student’s permanent mailing address)
Click on https://www.heartlandecsi.com/.
Click on For Students and Borrowers (left side).
Click on Tax Documents (middle of bottom row).
To find your 1098T, use this link: Click here to search for your tax form.
For FAQ's and more information, Click on 1098T Tax Document (left side) of the landing page.

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p / 614.823.1150
e / businessoffice@otterbein.edu

Otterbein University
Business Office
1 South Grove Street
Westerville, OH 43081