Janice Lozano
Pacific Lutheran University has partnered with ECSI for the delivery and management of 1098-T statements. Students can access their 1098-T statements 24/7 through the ECSI portal and can contact the ECSI customer support centre for any queries. Students who have opted to receive their 1098-T statements by mail will receive them by January 31st. Additionally, students can access their 1098-T statements through Banner Self-Service. It is important to note that the 1098-T statement is for informational purposes only and assists students in determining their eligibility for educational tax credits.
| Characteristics | Values |
|---|---|
| How to access 1098-T tuition statement | Banner Self-Service |
| Customer support | 1-800-829-1040 |
| 1098-T statement delivery and management | ECSI |
| ECSI's customer support | 866-428-1098 |
| 1098-T statement mailing deadline | January 31st |
| PLU's dedicated 1098-T line | 253-535-7712 |
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What You'll Learn
- Pacific Lutheran University has partnered with ECSI for 1098-T statement delivery and management
- Students can access their 1098-T statement on Banner Self-Service
- The 1098-T statement is for informational purposes only
- Students can call PLU's dedicated 1098-T line for more information
- International students can use Sprintax for federal and state tax preparation
Pacific Lutheran University has partnered with ECSI for 1098-T statement delivery and management
To access the 1098-T statement online, students will need to enter their personal information, including their permanent address zip code. Additionally, students can call ECSI's customer service and support team at 866-428-1098 with any questions regarding their 1098-T statement. Alternatively, students can refer to the ECSI website for answers to frequently asked questions and to access an electronic copy of the 1098-T statement.
If students have additional questions about their 1098-T form, they can call the Internal Revenue Service at 1-800-829-1040 and press 2, 2, and then 4 for general tax filing or regulatory inquiries. It is important to note that neither International Student Services nor other PLU offices are equipped to provide direct advice on tax return completion. For tax advice, students should refer to a tax advisor.
Students can also access their 1098-T statement through Banner Self-Service, where transaction details related to the reported amounts can be found. This platform allows students to view the status of their 1098-T statement and access information about the amounts reported, including payments received by the university and applied to the student's account.
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Students can access their 1098-T statement on Banner Self-Service
Students at Pacific Lutheran University can access their 1098-T statement on Banner Self-Service. This is an online portal where students can view their tax statement. To access the 1098-T statement, students can visit the Financial Services website for instructions on how to log in and view their statement. This website also provides information on other financial matters, such as billing statements and financial agreements.
The 1098-T statement is an informational document that assists students in determining their eligibility for educational tax credits. It includes details of payments made to the student account, such as cash, checks, loans, scholarships, and grants. It is important to note that the university cannot provide tax advice, and students are encouraged to contact a tax advisor or the Internal Revenue Service (IRS) with any questions about their tax filing or regulations.
Pacific Lutheran University has partnered with ECSI to deliver and manage 1098-T statements. Students can access their 1098-T statements through the ECSI portal, which offers 24/7 access. They can also contact ECSI's customer support center with any questions about their statement. The university provides the dedicated phone number 253-535-7712 for inquiries specifically related to the 1098-T form.
It is important for students to understand their tax obligations, especially those with non-resident or resident alien status, as they may need to fill out specific forms and meet additional requirements. The university provides resources and tools, such as Sprintax and Glacier, to help students with their tax preparation and understanding their tax status. These resources guide students through the process, prepare necessary documents, and check for potential refunds.
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The 1098-T statement is for informational purposes only
The 1098-T form is a tuition statement that eligible educational institutions must file for each student they enrol, and for whom a reportable transaction is made. Insurers file this form for each individual to whom they have made reimbursements or refunds of qualified tuition and related expenses. The form is provided by the IRS to give information that may assist you in completing your individual tax return. The 1098-T form is for informational purposes only and assists you in deciding whether you qualify for educational tax credits.
Pacific Lutheran University has partnered with ECSI for the delivery and management of your 1098-T statement. If you have chosen to receive your 1098-T form by mail, it will be mailed out by 31 January. However, you will also have access to the ECSI portal and customer service team. You can also access an electronic copy of the 1098-T statement on the ECSI portal.
The information listed on the 1098-T form may differ from the amount you actually paid toward Qualified Tuition and Related Expenses (QTRE). It is recommended that you seek professional assistance when claiming an education tax credit. Regardless of the information provided on the 1098-T form, if you choose to claim an education tax credit, you should keep documentation such as invoices and proof of payment.
The 1098-T form has been updated over the years. In 2017, schools could report a student's qualified expenses in one of two ways: based on how much the student actually paid during the year, or based on how much the school billed the student during the year. If the school reports the amount paid, it puts that figure in Box 1 of the form. If it reports the amount billed, it does so in Box 2. A school generally has to use the same reporting method every year. If it changes its method, which requires IRS approval, it puts a check mark in Box 3. This box is primarily for the IRS's information, not the student's. In 2018, the form was changed to reflect only amounts actually paid for qualified tuition and related expenses. Schools use Box 1 to report the payments received. Box 2 is no longer used.
Box 4 of the 1098-T form reports adjustments made to qualified tuition and related expenses calculated in a prior year. The amount reported in Box 4 represents a reduction in QTRE during a prior calendar year. For example, if you were billed in November-December 2023 and later had a reduction in the QTRE charges in 2024 (i.e. due to a withdrawal or courses dropped), Box 4 reports the decrease in billed tuition, often due to the withdrawal or drop. The amount reported in Box 4 for adjustments to qualified tuition and related expenses may reduce any allowable education credit you may have claimed for the prior year.
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Students can call PLU's dedicated 1098-T line for more information
Students at Pacific Lutheran University (PLU) can access their 1098-T tuition statement through Banner Self-Service. If you have any questions about your 1098-T statement, PLU has a dedicated 1098-T line that you can call for more information. The phone number for this line is 253-535-7712.
The 1098-T statement is provided for informational purposes only, to help you determine whether you qualify for educational tax credits. If you have questions about these credits, you should contact a tax advisor, as PLU is not authorised to provide tax advice.
PLU has partnered with ECSI for the delivery and management of your 1098-T statement. ECSI offers 24/7 access to your 1098-T statement through their portal, as well as a customer support centre for any questions you may have. Their customer service team can be reached at 866-428-1098. If you have chosen to receive your 1098-T form by mail, it will be mailed out by January 31st. You can also access the form electronically through the ECSI portal.
If you have general questions about your tax filing or regulations, you can call the Internal Revenue Service at 1-800-829-1040. Press 2, 2, then 4 to be connected. Please note that the wait time may be long. If you are a non-resident alien for tax purposes, you should mention your status and that you may need to speak to the advanced tax law department.
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International students can use Sprintax for federal and state tax preparation
International students at Pacific Lutheran University (PLU) can use Sprintax for federal and state tax preparation. Sprintax is an online software that guides international students through the tax preparation process, helping them prepare the necessary documents and even check if they are due a refund.
To start, students must answer personal and immigration-related questions in Sprintax and add the income documents they've received. They will also need to answer tax-related questions and provide details about their program director from their DS-2019 or I-20.
Sprintax will then determine if the student is a nonresident or resident for federal tax purposes. If the student is a nonresident, Sprintax will generate their completed tax return or 8843 form. If the student is a resident, they will not be able to use Sprintax and will need to refer to the page for resident taxpayers.
If a student is considered a non-resident alien with no W-2, 1042-S, or 1099 forms, they will need to fill out and sign Form 8843. If a student is considered a non-resident alien with these forms, they will need to use Form 8843 and 1040-NR.
If a student is considered a resident alien with W-2, 1042-S, or 1099 forms, they must file Form 1040. This can be done through TurboTax, which is free, or through the Pierce County Library System, which provides free tax advising online or in person during tax season.
PLU has arranged discounted access to Sprintax for its international students. To access the discount, students should use the code 5PLU20F23 when filing with Sprintax.
In addition to Sprintax, PLU students can access their 1098-T tuition statement through Banner Self-Service on the Financial Services website. The 1098-T statement is for informational purposes only and assists students in deciding whether they qualify for educational tax credits. For questions regarding these credits, students should speak with a tax advisor as PLU is not allowed to provide tax advice.
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Frequently asked questions
If you have chosen to receive your 1098-T via mail, your statement will be mailed out by January 31st.
You can access your 1098-T form on the ECSI portal. You will need to enter your personal information, including your permanent address zip code.
You can contact ECSI’s customer service and support team at 866-428-1098 or PLU’s dedicated 1098-T line at 253-535-7712.
The 1098-T form is for informational purposes to help you determine whether you qualify for educational tax credits.
You can visit the Financial Services website for information on accessing your 1098-T tuition statement using Banner Self-Service. You can also call the Internal Revenue Service at 1-800-829-1040 and press 2, 2, and then 4 for general questions about your tax filing or regulations.
