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Tax Information (1098-T)

Tax Information (1098-T)

TAX INFORMATION (1098-T)

The IRS Form 1098-T reports amounts paid for qualified tuition and related expenses (QTRE), as well as other related information

The form that you will receive from Chestnut Hill College reports amounts paid for qualified tuition and related expenses (QTRE) in box 1, as well as scholarships and grants received in box 5.

What charges are considered “qualified” or “eligible” charges?

Eligible or qualified charges are any in-state or out-of-state tuition charges plus technology and class fees. CHC reports all qualified charges billed to the account within the calendar year (January 1 – December 31). Non-qualified charges would include payment plan fees, late fees, parking fees or fines, for example. Box 1 of the 1098-T displays the net amount of payments received during the tax year. To “qualify,” payments must relate to an academic period for which fees are due and payable during the tax year, and for which instruction begins no later than March of the following tax year. The amount is calculated by summing the “qualified” portions of tuition and related fees, less any refunds or reductions of these fees due to enrollment changes.

Why is the amount in Box 1 less than my payments, net of any refunds or reductions?

Box 1 qualified payments are subject to a cap which is based on eligible charges for the calendar year. This cap often results in an amount appearing in Box 1 that is less than the net payments made over the course of the year.

Please note that the transaction date of each charge and payment/scholarship are important regarding which year they are reported in.

Chestnut Hill College employees are not tax professionals, and therefore cannot offer tax advice or discuss tax implications.  Please consult a qualified tax professional with questions regarding credits and eligibility.

 

More Information from the IRS on the 1098-T Tax Form can be found here.

Accessing Your 1098-T Form Online

Chestnut Hill College has partnered with Heartland ECSI to prepare and provide the 1098-T Forms to students. 

To access your 1098-T form, go to Heartland Campus Solutions and sign in or create an account. If you are having difficulty accessing your 1098-T form online, please contact Heartland ECSI at 1.866.428.1098.

1098-T and International Students

The College is required to send this form to all U.S. citizens and permanent residents with qualified transactions.  You may be eligible to use the 1098-T to claim education tax credits if you are in one of these categories:

  • U.S. Citizens
  • Permanent Residents (PR)  
  • Married to a citizen or Permanent Resident
  • Can legally be claimed as a dependent by a U.S. citizen or Permanent Resident, or   
  • Have been in the US long enough to file taxes as a resident for federal tax purposes

Most international students are not eligible to claim education tax credits. For more information about eligibility, please review the IRS Publication 970. CHC employees cannot assist you with your specific tax questions, so you should consult with a qualified tax professional if you need assistance.

If you will NOT need a 1098-T, you do not need to do anything. If you will need a 1098-T, you may request it simply by providing the Registrar's Office with your SSN (Social Security Number) or ITIN (Individual Tax Identification Number).

In order to comply with IRS regulations, we are asking that you complete Parts I & III of IRS Form W-9S, Request for Student's or Borrower's Taxpayer Identification Number and Certification which can be found on the IRS website. Enter your CHC ID number under "Tuition Account Number" in Part III. Please be sure to print the W-9S form before you submit it because changes made online are not saved. Submission of this form with correct information will ensure that if you are eligible for a tax credit, your form will be issued.

Because Chestnut Hill College is committed to protecting the privacy of your personal information, we cannot accept your information via email. Please submit the completed form to the Registrar’s office on the third floor of Saint Joseph Hall or mail to:

Office of the Registrar
Chestnut Hill College
9601 Germantown Avenue
Philadelphia, PA 19118

You may also fax your form via secure fax to the Registrar's Office at 215-242-7714.

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