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Tax Relief Act (1098-T)
For 1098-T Frequently Asked Questions, please click here.
For information on the Annual Social Security Number (SSN)/Individual Taxpayer Identification Number (ITIN) Solicitation, please click here.
Education Credits (American Opportunity and Lifetime Learning Credits)
The university will report to the IRS required information about students who were charged for at least one credit hour in any semester of a tax year. The 1098-T information does not reflect what a student paid during the tax year, but the charges assessed during the tax year. Please note, depending on when you enroll for Spring classes, your Spring charges may post in December when the Spring term is billed. The IRS requires us to report the charges according to the date and calendar year of when they are posted. A 1098-T form is automatically mailed to students with a US citizenship status of native, naturalized, or permanent resident on university records. Students without one of these three US citizenship statuses, or students with a non-resident alien status will not have a 1098-T automatically generated.
To request a 1098-T, please contact the Office of Student Accounts at 716-645-1800 or UBstudentaccounts@buffalo.edu for them. We will generate the current year’s 1098-T upon receipt of your request AND a completed modified W-9S form (PDF). The deadline to request the current tax year’s 1098-T form is July 1st.
The 1098-T, along with your copy of your UB billing statements, should be used by your tax preparer to determine your eligibility for a tax credit. Because each taxpayer’s circumstances vary, we cannot provide tax advice or assistance related to the credit or how to claim the credit.
As required by law, your 1098-T statement will be mailed by January 31st of the following year.
The University’s Federal Identification Number is 16-1514621. This number can also be found on your 1098-T statement. Individuals completing the New York State Tax Form IT-272 will use this number for the EIN of the University.
Online access to 1098-T Form
ECSI is the vendor used to generate the University at Buffalo 1098-T 2013 statements. The 1098-T Student Information website is available 24/7. This portal allows students to view valuable information related to their 1098-T forms including how to access their forms online.
Student MyAccount Profile
Students can access their 1098-T forms online by logging in to their MyAccount Profile. To log into the MyAccount Profile from the 1098-T Student Information Website, click on “Click here to log in to your online account”, which will direct you to ECSI’s Student/Borrower login page. You will need to know your school code, account number (SSN) and PIN/Password. The school code and PIN/Password are provided to you in the 1098-T notification email (if applicable) and are printed on the paper 1098-T forms. The UB school code is SC. You can also retrieve your login credentials by clicking on the “Click here to retrieve your login credentials” link on the 1098-T Student Information website. If you need additional assistance, please contact ECSI customer service at 1-866-428-1098.
Retrieve Login Credentials
To retrieve your login credentials from ECSI’s website, click on the “Click here to retrieve your login credentials” link on the 1098-T Student Information website. Students will need to authenticate themselves using specific personal information. Upon entering this information, you will hit the [Submit] button and if the information matches the ECSI database, you will be presented with the School Code and PIN/Password.
2013 1098-T Information
In 2011, the University at Buffalo transitioned from a campus developed system to an integrated system for generating billing information. For the 2013 tax year, the University is utilizing our system’s delivered functionality for reporting tuition waivers.
For 2013 1098-T information, tuition waivers such as B140 Employee waivers, UUP Tuition Free waivers, Social Work waivers, and Critic Teacher waivers are reported in Box 2/4, reducing tuition charges. Tuition waivers are NOT treated the same as tuition scholarships. Therefore, tuition scholarships are reported in Box 5/6 as financial aid and scholarships.
The university’s change in how it reports tuition waivers will have no net effect when filing IRS Form 8863. Please see the Instructions for IRS Form 8863, p. 7 Adjusted Qualified Education Expenses Worksheet.
For tax year 2013, tuition waivers on the 1098-T were reported in the following manner:
Tax Years Prior to 2013
Tax Year 2013
Net Effect when filing IRS Form 8863
|Tuition Waivers||Box 5- treated as financial aid and scholarships||Box 2- treated as a “waiver” of tuition charges, reducing tuition charges||No Effect|
|Prior Year Tuition Waiver Adjustments||Box 6 – Prior year adjustment to financial aid||Box 4- Prior year adjustment to charges||No Effect|
Last updated: April 28, 2014 4:01 pm EST