Student Accounts

1098T Information

1098-T Forms for Tax Preparation

1098-T forms are the forms used to claim Qualified Tuition and Related Expenses (QTRE) on your Federal income tax forms.

1098-T forms are generated toward the end of January each year and reflect all payments made toward QTRE billed within the same calendar year, as well as any grants, and\or scholarships, if applicable, that were applied to these QTRE. 

SUNY New Paltz Federal EIN identification number is: 16-1514621

Students must have a valid Social Security Number (SSN), or Tax ID Number (TIN) on file with the Office of Records and Registration in order to receive a 1098T form. Failure to have either a valid SSN or TIN on file with the Office of Records and Registration will not receive a 1098-T

 What is reported on the 1098-T form?

Federal guidelines state that not all payments made toward your student invoice are eligible to be reported by SUNY New Paltz.  Therefore, only payments applied toward ‘Qualified Tuition and Related Expenses' (QTRE) are reported in Box 1 of the 1098T.

QTRE represents the Tuition + College Fee, the Mandatory Student Service Fees, as well as any Course \ Lab Fees associated with classes the student may be registered for. No other charges are considered qualified, and therefore any payments posted to non-QTRE expenses are not reported in Box 1 of the 1098T form.

 

What is NOT reported on the 1098-T form?

The 1098-T form does not reflect payments made toward any given semester, but reflects only payments made toward QTRE billed within the calendar year.

The 1098-T will NOT, therefore, give you accurate billing and payment information for what you paid toward any given semester. If you would like a breakdown of all the charges and payments made toward the student’s account, you may print out a Statement of Accounts from the student’s MY.NEWPALTZ.EDU page.

Please be aware, we are not tax professionals, but can only provide you with information regarding what was reported as payments made toward the QTRE within a given calendar year. Please talk to your tax professional if you have questions regarding what you can claim when you file your taxes.

 

Can I get my 1098-T form electronically?

You can give consent to receive your 1098-T form electronically through our service provider HEARTLAND\ESCI here:

https://heartland.ecsi.net/index.main.html#/access/eConsent

 

Can I access prior year forms?

You can access your prior year's 1098-T form, as well as receive a variety of other services, directly through HEARTLAND\ECSI, at:

https://heartland.ecsi.net/index.main.html#/access/FAQtaxDocuments

 

Please direct all other inquiries to James Burns, the Assistant Director of Student Accounts, at 

burnsj@newpaltz.edu, or call (845) 257-3150