The Taxpayer Relief Act of 1997 allows a tax credit to be claimed for out-of-pocket payments made to the Alamo Colleges District on behalf of Northeast Lakeview College District, Northwest Vista College District, Palo Alto College, St. Philip's College, and San Antonio College during 2017 for tuition and certain fees. The IRS requires that we provide a 1098-T statement to you for your use in completing IRS form 8863. The l098-T tax forms will be mailed by January 31, 2018. The Alamo Colleges have elected to report amounts billed for qualified tuition and related expenses.
The amounts and calculations used to determine the credit are the decision of the taxpayer after consideration of relevant IRS regulations, Form 8863 and perhaps, the advice of a tax consultant.
A 1098-T is sent to each student who was billed or had billing adjustments for college-credit classes in 2017. The Alamo Colleges have elected to report the amount the student was billed (Box 2) during 2017. There will be no amounts reported in Box 1 of the 1098-T form. Continuing Education students will not be mailed a 1098-T. Continuing Education students may request copies of their paid tuition bills from the Continuing Education Office.
1098-T Frequently Asked Questions
1. When can I get my 1098-T?
You may access your 1098-T tax form online by January 31, 2018 at https://heartland.ecsi.net/.
2. Why do I need to provide a Social Security Number (SSN) or Tax
Identification Number (TIN)?
If you are planning to file an income tax return using your education expenses, you will need to have a valid SSN on file. If you are an international student and plan to file taxes, we will need your TIN. However, if you are an international student without an SSN, and are not filing a tax return you do not need to provide a SSN or a TIN.
If you attended any of the Alamo Colleges District's colleges and are eligible for a 1098T form,
you can view your 1098-T information from: https://heartland.ecsi.net/
3. I am an International student,
who attended Alamo Colleges District colleges during the 2017 calendar year and was not issued a 2017
Form 1098-T. What do I need to provide to have a Form 1098-T issued to me?
Please note that if you are a non-resident alien student and do not have
U.S. source income (U.S. scholarships, awards, waivers etc.) that is subject to
tax, the Alamo Colleges District is exempt from issuing a Form 1098-T to you.
The Alamo Colleges District requires a Taxpayer Identification Number to furnish a Form
1098-T statement to you. You were not issued a Form 1098-T because a valid
Taxpayer Identification Number was not on file with the Alamo Colleges District.
4. How can I change my address?
- Log in to your ACES account
- Go to Web Services
- Personal Information
- Update Addresses and Phones
5. Will I receive a 1098-T?
A 1098-T is generated only for academic students who has been billed for
qualified tuition and related expenses during the 2017 calendar year ( January
1 through December 31). Continuing Education students will not receive a form
6. Why does (Box 1) on my 1098-T
have nothing reported?
Institutions of higher education have the option of reporting either payments
received (Box 1) or qualified charges billed (Box 2) to the IRS. The Alamo
Colleges District has chosen to report on (Box 2).
7. What is considered a qualified charge?
Eligible or qualified charges are tuition charges plus the following fees: student activity fee, student processing fee, and some exam fees (for placement, testing out of credit courses, or test fees required for degree program).
8. What is a non-qualified charge?
Non-qualified charges include the following: books, library fines, parking fines, late payment fees, and transportation fees.
9. What constitutes Scholarships and Grants (Box 5)?
Any Scholarships and Grants administered and processed during the calendar year for the payment of student’s costs of attendance. Scholarships and grants generally include all payments received from 3rd parties (excluding family members and loan proceeds). This includes payments received from governmental and private entities such as the Department of Defense, civic, and religious organizations, and nonprofit entities.
10. Why did my spring semester charges not appear on my 1098-T?
Students automatically charge their accounts by registering for classes. If you registered during early registration (typically November or December), you charged your account at that time, making those charges eligible to claim in the previous year’s 1098T.
11. My 1098-T was mailed to the wrong address, how do I obtain a new 1098-T?
To obtain your 1098-T, you may access it online by logging in to your ACES Account.
12. I still have questions who can I contact?
Alamo Colleges has provided the Form 1098-T in compliance with IRS guidelines. However, Alamo Colleges is unable to answer any tax-related questions or provide any tax advice on this issue. All information and assistance that Alamo Colleges can provide is contained in this notice. The content of this notice is not intended as legal or tax advice.
For tax specific question, please contact the Internal Revenue Service (IRS) at
1-800-829-1040 or your personal tax advisor for further assistance.
If you need assistance accessing your Form 1098-T online, please contact the
1098-T Student Hotline at 1-866-428-1098.
2017 1098T Sample