American Opportunity and Lifetime Learning
Tax Credits (Tax Year 2016)

Important Information for Shippensburg University Students

Near the end of January 2017 you will receive an Internal Revenue Form 1098-T in the mail. The University is required to issue this form to each student who attended at any time during the 2016 calendar year. Retain this important form for income tax preparation purposes for 2016. If you do not receive a 1098-T form shortly after January 31, please visit to request a duplicate 1098-T (instructions for logging in to the ECSI site are below). To request detailed information of amounts billed and paid, call the Students Accounts Office at 717-477-1669.

The 1098-T provides part of the information you need to claim education tax benefits provided by the American Opportunity and Lifetime Learning Tax Credits. The Form 1098-T should be used along with the taxpayers own records of tuition and fee amounts paid to complete IRS Form 8863 to claim the tax credit.

This information is provided as required by the IRS and does not represent tax advice from the University. The taxpayer should refer to relevant IRS forms and publications or to their tax advisor and should not contact the University for explanations relating to eligibility requirements or calculations of any allowable education tax credit.

The IRS requires that the university must report either Amounts Billed in 2016 or Amounts Paid in 2016. Shippensburg University reports Amounts Billed (Box 2). What is reported in Box 2 may represent an amount other than the amount actually paid by the student in 2016.

Due to Academic Years not corresponding to Tax Years, information on your 1098-T may be confusing. Below are explanations of each box on the 1098-T to help clarify the financial data reported.

Box 1. Will contain NO information. SU will be using the Amounts Billed option (see above).
Box 2. Shows the net amounts billed for tuition and qualified fees in 2016. SU bills for Spring 2017 semester in 2016; therefore, Spring 2017 charges may also be included in this box. Any new charges posted in 2016 relating to prior years may also be included.
Qualified fees include Ed Service, Technology, Student Union, Activity, Field Placement, Off Campus Support and Recreation fees. Non-Qualified fees include Health Service fee, room and board. Books are also not included in Box 2.
Box 3. This box will not be checked. Our reporting method has not changed.
Box 4. Shows any reductions in charges that were reported on a prior year 1098-T.
Box 5. Shows the total of all scholarships, grants and waivers processed by SU in 2016. Note that most Spring 2016 charges were posted in 2015 and would not be included in Box 2, however, most Spring 2016 grants and scholarships were posted in 2016 and, therefore, would be included in Box 5. This could result in amounts in Box 5 being larger than Box 2!
Box 6. Shows any reductions in scholarships, grants, or waivers that were reported on a prior year 1098-T.
Box 7. If this box is checked, the amount in Box 2 contains charges posted in 2016 for the Spring 2017 semester.

To request a duplicate 1098-T, visit ECSI’s website at Instructions for logging in once you are at the ECSI site are as follows:

  • Log in (School Code is 09 “zero nine”)

  • Click on “Need help logging in?” if you do not know your account number and pin/password. (NOTE: You must put 09 in the School Code box before clicking on “Need help logging in?”

  • Follow the instructions to log in

  • After you are logged in, click on Tax Information under My Account

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