A 1098-T Tuition Statement reports qualified tuition payments and financial aid awarded to students enrolled in courses during the calendar year for which they receive academic credit.
Online Access to 1098-T Forms
Stony Brook Univeristy partners with Heartland ECSI to deliver the 1098-T statements. The Heartland 1098-T website is available 24/7 providing students access to their tax statements. It allows students to view and print their 1098-T tuition statement.
Go to heartland.ecsi.net, then:
1. Click on the "I need my 1098-T Tuition tax statement".
2. Search for "SUNY at Stony Brook". Select and click "Submit".
3. The student Identification page will be displayed. Complete the fields for First Name, Last Name, SSN, and Zip Code.
4. Click the checkbox “I am not a robot,” then click “continue.”
5. Your personal 1098T page will be displayed. Click the (+) to expand the 1098-T Statement section to see your statement details as well as a link to a printer friendly version of your 1098T statement.
Need help logging in to Heartland ECSI? Please call 866-428-1098, Monday – Friday, 7:30am – 8:00pm EST.
Accessing your 1098-T through SOLAR
1. Log into your SOLAR account
2. Navigate to Campus Financial Services -> Account Information/Payment -> 1098T Form
3. Enter the year in which you want the form for.
Please be advised, you may need to disable your pop-up blocker on your computer in order to view the form.
Understanding your 1098-T
The university must file a 1098-T with the IRS for enrolled students with a reportable transaction.
Please note, depending on when you enroll for spring classes, your Spring charges may post in December of the previous year when the spring term is billed. If you made payment for your Spring charges by December 31 of the previous year, the payments were reflected on the 1098T statement in Box 1.
For tax years 2017 and prior: the university did NOT report Box 1, student payments, but did report Box 2, the IRS qualified charges assessed during the tax year.
Beginning with the 2018 tax year, the university began reporting Box 1 Payments, and NOT Box 2.
A 1098-T form is automatically mailed to students with a U.S. citizenship status of native, naturalized, or permanent resident on university records. As required by law, your 1098-T statement will be mailed by January 31st of the following year. Students without one of these three US citizenship statuses, or students with a non-resident alien status will not have a 1098-T automatically generated.
To request a 1098-T be generated, please contact Student Financial Services at firstname.lastname@example.org or via LiveChat on our contact page.
If you do not have a SSN or ITN on file we cannot generate a 1098-T for you.
We will generate the current year’s 1098-T upon receipt of your request AND a completed modified W-9S form (PDF) Download pdf (available from the Registrar's office). The deadline to request the current tax year’s 1098-T form is July 1, Please allow 5-7 business days for your request to be completed.
We cannot provide tax advice or assistance related to the credit or how to claim the credit. The 1098-T, along with your copy of your billing statements, should be used by your tax preparer to determine your eligibility for a tax credit.
This material has not been approved by the IRS or the U.S. Treasury and is not an official document. It is offered as a service to the Stony Brook University student and families. This is not an official form nor does it necessarily represent official policy of the State University of New York. This material has not been reviewed or approved by an attorney.