Chapman Parents

»1098-T: Tax Credits

Chapman University reports to the IRS required information about students who were billed for at least one credit hour in any semester and if a student is not billed tuition and fees for the preceding year, a student will NOT receive a 1098-T.

The Tax Year begins on January 1 and ends December 31.  Spring and Interterm tuition and fees are billed in November, Summer is billed in May and Fall is billed in July.

Chapman University partnered with Educational Computing Systems (ECSI) to provide Chapman University students their 1098-T statements.  1098-T statements will be mailed by January 31 to the current address on record at the time of processing.

There are two established education tax credits both by the Taxpayer Relief Act of 1997 (TRA-97): American Opportunity Credit and the Lifetime Learning Credit .

The IRS requires financial information to be supplied in the boxes of the 1098-T form. Your school can choose to use Box 1 (Payments) or Box 2 (Amount Billed) for qualified tuition and related expenses.  Chapman University elected to report information for Box 2 (Amount Billed). Box 2 represents the total amount billed during the tax year. Financial Aid i.e. grants and scholarships excluding any loans are reported in Box 5. Please note, not ALL boxes need to be populated, in many cases boxes 3, 4, 5, 6 and 7 will be empty and box 5 will ONLY be populated if you received scholarships or grants, during the tax year. In some circumstances Box 7 will be marked, which indicates the amount reported in Box 2 contains pre-paid qualified tuition and fees for the upcoming academic period. In addition, to the required information by the IRS; Chapman University also provides financial supplemental information, which displays the total amounts of payments received during the tax year.

Neither your school nor its Tax Credit Reporting Service (ECSI) can provide individual income tax advice.  After reviewing this information, if you have any 1098-T tax related questions, regarding your tax credit, your eligibility, reporting your tax credit on your tax return, or any other 1098-T specific concerns, please consult your tax professional or the IRS at 1-800-829-1040 or www.irs.gov.

+-Accessing your 1098-T Online

Chapman University mails 1098-T forms to all students enrolled in Spring, Summer, or Fall terms during a given calendar year, by January 31 of the following year.  Your paper 1098-T form will also include your PIN and password to access your 1098-T form online at www.ecsi.net/1098T and the student log in page is www.ecsi.net/myacct.

Please call the ECSI helpdesk at (866) 428-1098 to receive your PIN and password to access your 1098T form online.   

You will need the following information:

  • School Code:    3B
  • Account:          SSN (without dashes)
  • Password:        PIN
  • If you should have additional questions about your 1098-T form please call ECSI at (866) 428-1098.

+-Why didn't I get a 1098-T?

  • 1098-Ts are not mailed to on-campus housing or local temporary addresses.
    IRS regulations require mailing your 1098-T to your permanent address, not your local or on campus address.  Check at home to see if your family received the form.
  • 1098-T was mailed to the wrong address. 

   You may obtain a copy of your 1098-T online. Please follow the instructions listed below to obtain a copy of your 1098-T.  Remember to update your address information through webadvisor at your earliest convenience.

Please call the ECSI helpdesk at (866)428-1098 to receive your PIN and password to access your 1098T form online.

    You will need the following information:

            School Code: 3B
            Account:       SSN (without dashes)
            Password: PIN

  • Chapman University does not automatically file a 1098-T on the student's behalf if the student account does not have a valid social security number (SSN) by December 31 of the year being reported. 

If you would like to update your student record with an SSN please contact the Student Business Services office at ocbusn@chapman.edu to complete and sign the appropriate paper work. Chapman University is committed to protecting the privacy of your personal information; we ask you do not send us your information via email.

  • Students who graduated in May were typically billed for their final spring semester in November or December of the previous year and my not receive a 1098-T.

+-1098-T Sample

1098 form
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