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 2018 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 expenses reported on the form will sometimes mean a credit or deduction is available to taxpayers.

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.

In 2017 and prior, Ball State University reported qualified CHARGES in Box 2. Simply put, the Internal Revenue Service (IRS) wants to see what students paid to an educational institution, not what a student was charged.

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 2018 and additional questions or concerns should be directed to their tax advisor and/or the IRS. While the information Ball State University is providing on the Form 1098-T has changed, the information reported on an individual’s tax return has not.

To review the payments were recorded between 1/1/18 and 12/31/18 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 ’18 QTRE which appeared on the December ’17 eBill.

Payments made prior to 1/1/18 toward 2018 spring semester qualified tuition will not appear on a Form 1098-T either in 2017 or 2018 for the following reasons:

  • 2017 Form 1098-T, BSU was reporting qualified charges in Box 2. Spring 2018 charges were incurred in December and reported in Box 2 on the 2017 Form 1098-T.
  • 2018 Form 1098-T, BSU will be reporting qualified payments in Box 1. Your payment made prior to 1/1/18 cannot be reported in 2018.

While the transition can be a bit confusing, nothing has been lost or misreported during the transition from reporting in Box 2 in 2017, to reporting payments in Box 1 in 2018.

The tax law changed effective 1/1/18.

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 2018 toward Qualified Tuition and Related Expenses (QTRE).

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.

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

Access Form

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

When logging into the ECSI website, you will enter the following information:

  • School Code (Ball State's school code is Z8)
  • Account Number (student's social security number)
  • Pin/Password

If you do not know your pin or password, click on the “Need help logging in?” link. You will be prompted to provide your First and Last Name, the last four digits of your social security number, your date of birth, and your zip code. Once you select the submit button, the system will provide to you your login information.

From the main account page, you may select the Tax Information link to select a Form 1098-T to view and print. 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.

Ball State has partnered with ECSI this year to produce the Form 1098-T. Visit Heartland ECSI and scroll to bottom of page. Select the purple Tax Documents box, then click the link "Click here to search for your tax form", and fill in the requested information.

For more information, contact Heartland ECSI

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.

Log into your eBill account through Self-Service Banner and click on the View my 2018 1098-T link found within the Your Bills section.

Visit Heartland ECSI

  • Scroll down and Pick Tax Documents
  • Scroll down and select "Click here to search for your tax form"
  • Search for Ball State University
  • Complete all fields

No, students are directed to retrieve their Form 1098-T from the ECSI website using the login steps above.

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.

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.

We send the IRS Form 1098-T to every enrolled, degree-seeking students who incur qualified charges 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.

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 incur qualified charges 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.

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.

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.