Tax Information

Form 1098-T

Colleges and universities are required under Internal Revenue Code Section 6050S to issue the Form 1098-T for the purpose of determining a taxpayer’s eligibility for various tax credits and/or deductions. The form is informational only.

Beginning with tax year 2018, new legislation requires that Miami University reports payments received for qualified tuition and related expenses in Box 1 on IRS Form 1098-T, rather than the historical reporting of the amount billed in Box 2.

Electronic 1098-T

Miami University, in partnership with Heartland ECSI, offers current and former students the opportunity to receive their 1098-T electronically. The 1098-T is used for higher education tax credits. Receiving the 1098-T electronically offers the following benefits:

  • Provides access to the form 1098-T earlier than the traditional mailing process.
  • Eliminates the chance that the 1098-T will get lost, misdirected, or delayed during delivery, or misplaced once the student receives it.
  • Signing up is easy and secure.
  • Students can receive their 1098-T even while traveling or on assignment away from their home address.

If you would like to receive your 1098-T electronically, please carefully read and complete the 1098-T Electronic Consent for Miami University. You will be asked to provide your Student ID (Banner ID), name, and email address. Heartland ECSI’s website is a secure website and Heartland ECSI will not share your private information with anyone. Students have until January 15 to provide consent to receive their 1098-T electronically.

By signing up for an electronic version, no paper 1098-T statement will be mailed to you. When your statement is ready, an email will be sent to you with instructions on how to access your 1098-T statement online. In order to protect your privacy, the email will contain no information specific to you or your financial information. If you have questions about your electronic 1098-T or need assistance, please contact Heartland ECSI's 1098-T Hotline at 866-428-1098.

Paper Form 1098-T

Current and former students who do not sign up by January 15 to receive an electronic 1098-T will receive a paper 1098-T if eligible. Paper forms will be mailed to the student by January 31 of each year. If you have questions about your paper 1098-T, please contact the One Stop at OneStop@MiamiOH.edu or 513-529-0001.

Accessing Form 1098-T Via Heartland ECSI

Students can access their 1098-T statement quickly and easily by visiting Heartland ECSI using one of the following methods:

  • If you already have a profile with Heartland ECSI, please sign in. If you have not yet connected your tax statements to your account, you will need to connect them using your Heartland Key. Simply click on the Connect An Account button and enter your tax statement Heartland Key.
  • If you have not registered a profile, click on the Sign In or Register button in the upper right side of the page. Complete the registration section to create your profile and then connect your tax account by entering your Heartland Key.

Don't want to create a profile? No problem. You can view your 2018 tax statement by clicking on the View Your Tax Form link, selecting your school, and entering your first and last name, Social Security Number, and Zip Code. Please note that without a profile you will only be able to view your 2018 tax statement. If you want to view prior year tax statements, you will need to create a profile.

Additional Tax Information

IRS Publication 970 explains tax benefits if you are paying or saving for higher education costs. To access IRS Publication 970, or for additional information on the American Opportunity Credit and/or Lifetime Learning Credit, please visit the IRS Tax Benefits for Education webpage.

While we are happy to share these links, they are not intended as tax advice. Please consult your personal tax advisor, accountant, or the IRS.

International Tax Forms

International tax forms pertaining to U.S. wages which are exempt from federal and state withholding because of tax treaties, non-qualified scholarships covered for international students, honorariums paid to international guests, and certain monies paid to international corporations, should be taken to Payroll Services, located in Room 2, Roudebush Hall.

International tax forms pertaining to the certification of educational charges (amount of tuition and fees paid by the student for specific terms attended) should be taken to the One Stop, located in the Campus Avenue Building.