American Opportunity Credit and Life Time Learning Tax Credit
- SSN or Tax Identification Number is required by the IRS for reporting of tuition and related expenses for tax purposes and for financial aid. Complete the W-9S form, and submit to the Bursar's Office.
ACCESS YOUR 1098-T ONLINE
Download your 1098-T from ECSI (SUNY Orange ECSI school code: 'XV')
Note: 2013 form 1098-T will be available after January 31st 2014.
IMPORTANT 1098-T INFORMATION:
ECSI is working with SUNY Orange in processing the 1098-T Forms this year. All forms will be mailed no later than January 31st per federal regulations. If you do not receive your form by then and cannot access the form online after that date please contact ECSI to assist you. If you experience problems accessing ECSI's 1098-T Website, please contact ECSI at 1-866-428-1098. New student to ECSI will be provided with a login, which can be obtained by the directions under their FAQ area or on the new form itself when it arrives.
Please familiarize yourself with the 1098T Tax laws by viewing this web page http://www.ecsi.net/taxinfo.html. The Taxpayer Relief Act of 1997 (TRA-97) established two education tax credits: American Opportunity Credit for students enrolled in one of the first two years of postsecondary education and are carrying at least a half-time workload while pursuing an undergraduate degree and the Lifetime Learning Credit for students who take 1 or more classes from a college/university to pursue an undergraduate or graduate degree. Schools can choose to use Box 1 (Payments) or Box 2 (Amount billed) for qualified tuition and related expenses, and SUNY Orange uses Box 2 for reporting purposes. Financial Aid (i.e. grants and scholarships- EXCLUDING any loans) are reported in Box 5. Please note, not ALL boxes need to be populated, in some cases boxes 3, 4, 5, 6 and 7 will be empty and box 5 will be populated if scholarships or grants were awarded this year. If you have questions pertaining to Totals and/or Summary Detail that was provided by your school and used to populate Boxes 1-10, please contact SUNY Orange.
Neither SUNY Orange nor its Tax Credit Reporting Service (ECSI) can provide individual income tax advice. After reviewing this information, if you have any 1098-T Tax Related Questions, regarding your tax credit, your eligibility, reporting your tax credit on your tax return, or any other 1098-T specific concerns, please consult your Tax Professional or the IRS at 1-800-829-1040 or www.irs.gov.
If you have questions regarding the Taxpayer Relief Act of 1997 or your individual 1098-T Form, please access: www.ecsi.net/1098t. The following information is available: On-line access to your 1098-T form and IRS Form 8863, an overview of TRA-97: information describing educational tax credits and other valuable resources.
Please keep in mind that neither ECSI nor SUNY Orange can supply tax advice as to the use of the form outside what can be found on their website. You will need to contact your local tax consultant for more specific information in regards to this area.
Access to your 1098T information prior to 2012 is still available through MySUNYOrange at: http://www.sunyorange.edu, For your convenience, ECSI will also have 2011 1098T information available on their website in mid-February.
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