1098-T Forms: Frequently Asked Questions

You will get a 1098-T if you:

• made payments for your credit courses or took out a federal loan to pay for credit courses during the calendar year 2020 and
• your total non-loan financial aid for the year was less than the amount of payments you made and/or federal loans you took out during the calendar year 2020

You will not get a 1098-T if:

• a waiver or exemption paid for your credit courses in full during the calendar year 2020
  
• you made payments in the calendar year 2020 only for noncredit courses or audited credit courses
• your total non-loan financial aid for the year was more than the amount of payments you made and/or federal loans you took out during the calendar year 2020
  
• you are a nonresident alien student or you have no official federal immigration status on file
• you do not have a Social Security number on file with Dallas College
  

If I used a Pay Plan, will the fees I paid show up on my 1098-T?

No. The Pay Plan setup fee and any late fee amounts are not included on the 1098-T because they are not eligible expenses for the tax credit.

No. The Pay Plan setup fee and any late fee amounts are not included on the 1098-T because they are not eligible expenses for the tax credit.

If you paid for credit classes and continuing education classes during the same semester during the calendar year 2020, and if the total amount of non-loan financial aid you received was less than the amount you paid, then yes, you will get a 1098-T.

If you paid for continuing education classes only during the calendar year 2020, you will not get a 1098-T.

If you print your form from Heartland ECSI’s website, it is equivalent to the form that may be mailed to you. You can use either one for the purpose of preparing your tax return.