Effective January 1, 2018, tax law requires all educational institutions to report payments received for qualified tuition and related expenses (QTRE) in Box 1 of the Form 1098-T. Scholarships & Grants awarded during the 2019 calendar year will continue to be shown in Box 5.

Ball State has partnered with ECSI Corporation to produce our Forms 1098-T, including the electronic option. ECSI's website is secure, and ECSI will not share your private information.

Frequently Asked Questions

Form 1098-T

Form 1098-T provides financial information regarding qualified payments toward tuition and related expenses, scholarships and grants and is used as proof that a student attended a qualifying higher education institution. The education payments reported on the form will sometimes mean a credit or deduction is available to taxpayers.

A copy of the Form 1098-T issued to each student is also provided to the IRS. The form can be used to ASSIST taxpayers with claiming education tax credits or deductions, but is officially just proof that a student attended a qualifying higher education institution. The IRS does not expect the numbers on Form 1098-T to match the information reported on a tax return. Taxpayers should rely on their own records of actual payments made to educational institutions during calendar year 2019 and additional questions or concerns should be directed to their tax advisor and/or the IRS.

form

Tax Forms

Access the 1098-T and W-9S forms used to report your tuition to the IRS.Review frequently asked questions. Learn more.

The University is required to provide you with financial information regarding qualified charges for tuition and related expenses, and scholarships and grants that were actually paid in the current tax year on the Form 1098-T.

The tax law changed effective 1/1/18.

Ball State has partnered with ECSI this year to produce the Form 1098-T. Visit ECSI,  when requested, the school code for Ball State University is:  Z8. 

For more information, contact ECSI

The original copy is sent to the student’s mailing address. You may access your form online.

Access Form

Tuition, fees and required course materials.

For more information see IRS Publication 970.

Students and authorized payers will need to review their payment history through eBill to calculate payments made in 2019 toward Qualified Tuition and Related Expenses (QTRE).

To review the payments recorded between 1/1/19 and 12/31/19 and applied to Qualified Tuition and Related Expenses (QTRE), you will need to view the payment history on your eBills for the terms covered by this reporting year, including Spring ’19 QTRE which appeared on the 12/6/18 eBill. 

The amount provided in Box 1 serves as a resource to you when you complete your Form 1040. Consult your tax professional who can help you calculate the amount you will report.

This financial information is not provided over the phone; however, it is easy to access online:

Access Form

If you would like to receive your Form 1098-T electronically, please give your consent by January 1 using the link provided below, and follow the step by step instructions. Form 1098-T will be available online before the end of January.

Fill Out Consent Form

 If electronic consent is not received by January 1, the 1098-T will be mailed to the current mailing address on file. The IRS requires Form 1098-T to be postmarked by January 31st of the following calendar year.

Yes, as long as the student has given the parent permission to receive Form 1098-T information. The student can do this by selecting the Release of Information link on their main account page.

No, students are directed to retrieve their Form 1098-T from the ECSI website and following the links on the website. 

Not necessarily. Consult your tax preparer to determine your eligibility.

Remember that Form 1098-T records payments toward allowable charges (QTRE) and scholarships and grants that apply to your account during the calendar year. Email us and explain what information you feel is incorrect. If your Form 1098-T does contain incorrect information, a corrected form will be issued.

If you do not have a SSN/ITIN and you are classified as a Non Resident Alien as defined by the IRS and are coded as such in Ball State student records system, you will not be sent a Form1098-T. Please contact the IRS or your personal tax preparer for assistance.

We send the IRS Form 1098-T to degree-seeking students who made payments during the calendar year. We also receive many returned Forms 1098-T, because the mailing address of the student is no longer valid. Current students may obtain a Form 1098-T from the ECSI website.

We send the IRS Form 1098-T to every enrolled, degree-seeking students with qualified payments during the calendar year. Ball State’s position is that high school students do not meet its definition of enrolled. A Form 1098-T will not be issued for a student solely with high school status.

In order to receive your Form 1098-T for the current year. You must make that request by January 1. Requests made after January 1 will be applicable to the next reporting year.

Yes. The tuition and fees portion is deemed as qualified tuition for the purposes of determining education tax credits. However, the program costs are not.

Log into your eBill account through Self-Service Banner and click on the View my 2019 1098-T link found within the Your Bills section.

The SSN and ITIN is information provided in the Form 1098-T file to the IRS. Failure to provide BSU with your SSN or ITIN could result in a $50 penalty to you from the IRS. The IRS Form W-9S is a request for the student's SSN or ITIN.

The IRS Form W-9S is a request for the student's SSN or ITIN. The SSN and ITIN is information provided in the Form 1098-T file to the IRS. If you are a U.S. resident for tax purposes, you may be eligible to claim a tax credit on your federal tax return if you paid qualified educational expenses to Ball State University. Form 1098-T must list the name, address, and taxpayer identification number (TIN) of each person enrolled by the institution.

Download The Request Form (PDF)

Complete the form and return to the Office of the Registrar by one of the following methods:

Mail the completed form to:

Office of the Registrar
2000 W. University Ave.
Muncie, IN 47306-0725

Deliver the completed form to:

Office of the Registrar
Lucina Hall, Room B-43

The Internal Revenue Code section 6723 penalty of $50 may apply to any individual who is required but fails to furnish his or her TIN to an institution upon request.

Please contact the Office of Registrar if you have any questions, and please be advised that the information you provide will be used to update our student database

If enrolled during the tax year and Ball State University does not have a U.S. TIN (Social Security number or individual tax identification number, whichever is applicable) for you:

Please complete Part I of the Form W-9S, Request for Student's Taxpayer Identification Number, with your:

  • name
  • address
  • TIN (even if you believe you have supplied this information in the past)
  • Ball State ID number

Then, sign and date Part II.

Write "Applied For" in the taxpayer identification number (TIN) field if you do not have a U.S. TIN and have either:

  • applied for one
  • intend to apply for one soon

A foreign national/nonresident alien student who has never applied for a U.S. TIN may check the appropriate box in Part III.