Education Tax Credits
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 2019||Billled in Dec 2018||Reported on 2018 1098T|
|Summer 2019||Billed in Apr 2019||Reported on 2019 1098T|
|Fall 2019||Billed in July 2019||Reported on 2019 1098T|
|Spring 2020||Billed in Dec 2019||Reported on 2019 1098T|
If a student needs another copy of the 2015 or 2016 or 2017 or 2018 or 2019 1098T form, use the following link https://heartland.ecsi.net/
You will need the student's First and Last Name, Social Security Number and Zip Code to set up an account and access the electronic copy of the form.
If a student needs a replacement copy of the 2011, 2012, 2013 or 2014 1098-T form, he or she should contact the Treasurers Office at firstname.lastname@example.org. 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.
Employees of The Citadel are not qualified to offer tax advice.
PLEASE CONSULT YOUR TAX PROFESSIONAL FOR ASSISTANCE WITH TAX FILING QUESTIONS.