Education Tax Credits/ 1098-T Information
The Citadel supports students by providing a Federal 1098-T form to persons with qualifying education expenses during the prior calendar year.
The 1098-T form is necessary for persons who wish to take Education Tax Credits.
Please review the following information available on this site:
Notes to Remember
1098-T forms will be sent to a student's home address before January 31.
Please note that The Citadel will only report dollar amounts paid for QUALIFIED EXPENSES during the prior calendar year.
| Spring 2020 | Billled in Dec 2019 | Reported on 2019 1098T | |
| Summer 2020 | Billed in Apr 2020 | Reported on 2020 1098T | |
| Fall 2020 | Billed in July 2020 | Reported on 2020 1098T | |
| Spring 2021 | Billed in Dec 2020 | Reported on 2020 1098T |
To download your 2020 1098-T, or a replacement 1098-T form for the years 2015-2019, follow these steps:
- Go to the Heartland ECSI website, www.heartland.ecsi.net
- Click on the link “To access your 1098-T form, click here.”
- Next search for “The Citadel” and press submit
- Type in your student’s First and Last Name, Social Security Number and Home Zip code, press continue
- The next page will populate your 1098-T, click on the + sign to view
If a student needs a replacement copy of a 1098-T from 2011-2014, he or she should contact the Treasurers Office at trsr@citadel.edu. Copies will be mailed. We can not provide the information by email or fax.
In addition, students may contact Vangent, for a copy of 2010 and prior forms.
To protect your privacy, The Citadel can not provide 1098-T information over the phone.
Please feel free to contact The Treasurer's Office for additional instructions.
(843)953-5254
Employees of The Citadel are not qualified to offer tax advice.
PLEASE CONSULT YOUR TAX PROFESSIONAL FOR ASSISTANCE WITH TAX FILING QUESTIONS.