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Drew University has partnered with Heartland ECSI for the distribution of our student 1098-T tax forms. For those who have previously provided their e-consent to receive their 1098 Tax form electronically, ECSI sent an email to the Student’s Drew email address with instructions for securely downloading the form.

Students who did not provide e-consent to receive their Form 1098-T electronically, Heartland ECSI will mail the form no later than January 31st to the address on record with the University.

Additionally, any student who has not previously provided e-consent to receive their 1098-T electronically, and for whom a paper form was mailed, can still sign into the Heartland ECSI 1098-T site and download their secure Form 1098-T. To do so, please visit https://heartland.ecsi.net/index.main.html#/access/eConsent.

PLEASE NOTE:

*1098-T Forms will are not accessible via TreeHouse for students or proxies 
*1098-T tax statements will not be faxed, emailed, or handed out in office
*Neither the University nor ECSI are able to provide tax advice. For general questions about what is reported to the IRS please contact ECSI at 866.428.1098.

PARENT/GUARDIAN PROXY ACCESS
If a parent or guardian is in need of a 1098-T, it is the students right and responsibility to provide that to them.

As of the 2020 tax year, 1098-T Forms will no longer be accessible via TreeHouse for students or proxies.

Please note that Drew acknowledges and closely follows the Family Educational Rights and Privacy Act (FERPA).

ADDITIONAL 1098-T INFORMATION/CLARIFICATION
To assist you in effectively claiming the lifetime learning credit (and American Opportunities Credit), the student, when eligible, will receive Form 1098-T. Generally, an eligible educational institution (such as a college or university) must send Form 1098-T (or acceptable substitute) to each enrolled student by January 31.  An institution is required to report payments received (box 1) for qualified education expenses. However, the amounts in box 1 of Form 1098-T might be different from what you paid, depending on your qualified educational charges for the year.

The intent of the form is to provide taxpayers with information to assist them in completing their taxes. The responsibility of a properly completed tax form belongs to the taxpayer.  Neither the University nor ECSI are able to provide tax advice. For general questions about what is reported to the IRS please contact ECSI at 866.428.1098.

PAPER STATEMENT
1098-T tax statements will not be faxed, emailed, or handed out in office.  For those that did not choose electronic delivery of their form, the paper statement will be mailed to the students address on file on or before the 31st of January. If a parent or guardian is in need of a 1098-T, it is the students right and responsibility to provide that to them.

Additionally, any student who has not previously provided e-consent to receive their 1098-T electronically, and for whom a paper form was mailed, can still sign into the Heartland ECSI 1098-T site and download their secure Form 1098-T. To do so, please visit
https://heartland.ecsi.net/index.main.html#/access/eConsent.

Learning About Tax Credits

Drew University’s Student Accounts Office, in conjunction with Heartland ECSI, prepares 1098-T tax forms every year in January.  If you previously provided your e-consent to receive your form electronically, you will be notified via email by Heartland ECSI when your 1098-T is available for viewing.  Please note that Drew and Heartland ECSI acknowledge and closely follow the Family Educational Rights and Privacy Act (FERPA).

We are pleased to provide you some general information about tax credits that may apply to you. We encourage you to read through this information and visit the Internal Revenue Service for more specific information.

DREW UNIVERSITY TAX CREDIT INFORMATION
Box 1 records all payments made toward qualified educational expenses. This amount may differ from the actual amount you paid. Box 5 records the amount of any scholarships or grants reported for the calendar year. The amount of any scholarships or grants and other similar amounts not reported may reduce the amount of any allowable education tax credit.

If there were any reductions in charges or any reductions to the amount of scholarships or grants, that amount will be reflected in box 4 or box 5, respectively. These amounts may reduce any allowable education credit you may claim or the prior year.
For more information about the deduction or credit, please refer to Publication 970 (PDF), Tax Benefits for Education and Form 8863 (PDF), Education Credits.

  • The HOPE Scholarship Tax Credit: The idea behind the HOPE Scholarship tax credit is to make the first two years of college more available to more students.
  • The Lifetime Learning Tax Credit: This tax credit is aimed at college juniors and seniors, graduate and professional students, adults who want to go back to school to upgrade their skills or take a few courses.
THE HOPE SCHOLARSHIP TAX CREDIT
The idea behind the HOPE Scholarship tax credit is to make the first two years of college more available to more students. During the first two years of college, students are eligible to receive a tax credit, which does not apply to room and board costs or “non-educational fees.”

Related links (non-Drew)

THE LIFETIME LEARNING TAX CREDIT
This tax credit is aimed at college juniors and seniors, graduate and professional students, adults who want to go back to school to upgrade their skills or to take a few courses.

This credit is available throughout their lifetime on a per taxpayer (family) basis, and is phased out at the same income levels as those listed for the HOPE Scholarship.

Families will be able to claim both the Lifetime Learning tax credit for some members of their family and the HOPE Scholarship tax credit for others who qualify.

Related links (non-Drew)

NON-DREW TAX INFORMATION