Frequently Asked Questions about Form 1098-T
In previous years, your 1098-T included a figure in Box 2 that represented the qualified tuition and related expenses we billed to your student account for the calendar (tax) year. Due to a change to institutional reporting requirements under federal law, beginning with tax year 2019, we are reporting in Box 1 the amount of qualified tuition and related expenses paid during the year.
- Why don’t the numbers on Form 1098-T equal the amounts I paid to The Citadel during the year?
There are potentially many reasons for this discrepancy. First, the amount in Box 1 only represents amounts paid for qualified tuition and related expenses and does not include payments made for room and board, infirmary charges, or One Card, which, though important, are not considered mandatory education expenses for tax purposes. Secondly, Form 1098-T reports amounts that the student paid in a certain year, and the pay date does not necessarily correspond to the dates that the classes were attended. For example, tuition for the Spring semester is typically billed in November so a student may have paid tuition for the Spring semester in 2018 despite the fact that classes didn’t start until 2019.
- Should I report the amount listed on the 1098-T on my tax return?
Consult IRS Publication 970 for more information.
- I moved and need another 1098-T. Can I call you and get another one?
For additional official copies of the 2019 1098T follow this link https://heartland.ecsi.net/ You will need the student's First Name, Last Name, Social Security Number and Zip Code. Due to Federal regulations concering student privacy, we will not be able to email or fax information to you or provide the numbers over the phone.
- I am the student’s parent and I pay the bill. Why can't I get a copy of the 1098-T information?
The Federal Education Right to Privacy Act prohibits The Citadel from providing information to anyone but the student. The student has access to LESESNE GATEWAY, which details all of the 1098-T information.
- What are qualified expenses?
Tuition, registration, academic lab fees, computer technology fees, leadership fees, Business Program Fees, Engineering Program Fees, and Nursing Program Fees.
- What are nonqualifying expenses?
Room, board, infirmary charges, One Card, yearbook fee, parking, activity fees, diploma fee, late registration fees, admission fees, athletic department, library fines and room damage.
- What do I do if I don't get a 1098-T form?
1098-T forms will be sent to the student's permanent home address as listed on Lesesne Gateway. Please be sure the student's permanent home address is correct in the gateway.
- In addition, a copy for your records for years 2010 and prior may be printed from Vangent. To get a duplicate official copy, contact our third-party administrator Vangent.
- To request a duplicate copy of the 2011, 2012, 2013, or 2014 1098-T form, contact the Treasurer's Office at email@example.com. Due to Federal regulations concering student privacy, we will not be able to email or fax information to you or provide the numbers over the phone. Replacement 1098-T forms will be mailed to the student's home address on file.
- For additional official copies of the 2019 1098-T form, please follow this link: https://heartland.ecsi.net/ You will need the student's first name, last name, social security number and zip code.