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Educational Tax Credits

Use of Social Security Numbers

Forms are mailed on an annual basis to the student's permanent address by the end of January.

Form 1098-T

Why did I receive a 1098-T?
Educational institutions are required by law to report to students the amount of qualified tuition and related expenses that have been billed to the student during the calendar year. RIT has reported the qualified expenses billed during the calendar year.

Please note: The amount paid on the student's behalf is not recorded on the 1098-T. Only qualified expenses in the fiscal year they are billed are recorded on the form.

How do I use the 1098-T for tax purposes?
RIT urges you to contact a tax professional regarding the application of this form to your taxes. Employees of RIT cannot provide tax advice.

When will I receive my 1098-T?
The 1098-T form is processed and mailed by an outside agency, ECSI. The forms are mailed to the student between January 15 and January 31. If you have questions about the qualified charges on your 1098T, you may call 866.428.1098.

How can I obtain a copy of my 1098-T?
Your 1098-T is available on ECSI's web site www.ecsi.net/1098T or by calling ECSI at 866.428.1098. Our school code is 02.

If you have any questions, please visit http://www.ecsi.net/taxinfo.html for information regarding your tax documents and to obtain contact information for ECSI.

Where can I obtain additional information about this form?
The IRS web site (www.irs.gov) provides information about this form. Publication 970, Tax Benefits for Education, is available  on that web site or by calling the IRS at 1.800.829.1040.

If you believe you should have received a 1098-T but have not received a copy in the mail, copies are available at ECSI's website (www.ecsi.net/1098T) or by calling them at 866.428.1098. Our school code is 02.


 

Form 1098-E
Form 1098-E reports interest paid on Federal Perkins Loan.
http://www.irs.gov/pub/irs-pdf/i1098et.pdf provides detailed information.

 

American Opportunity & Lifetime Learning Credit

This year as you fill out your tax forms you may have the opportunity to claim substantial tax credits to defray the cost of paying for college. We at Rochester Institute of Technology strongly urge you to take advantage of these government programs.

While the University is unable to provide advice or information regarding your personal tax situation, we are pleased to provide the following list of references that may be helpful in assessing your education tax credit eligibility.

Internal Revenue Service (IRS) Website