1098-T Information

1098T Tax Form

The 1098T tax form is a tuition statement that eligible educational institutions provide to students who pay enrollment fees during the calendar year. Colleges must file for each student that reportable transactions were made to qualified tuition and fees. Students and parents can use the tax form to claim the Lifetime Learning Credit or American opportunity tax credit on their federal tax returns. The college cannot give out tax advice regarding your returns and credits.

You May Not Qualify For a 1098T If:

You have no reportable tax information for the tax year.
The amount financial aid or Waivers (CCPG) that you received is greater than the amount of eligible tuition and fees that you paid for out of pocket.
If a 3rd party paid your entire eligible tuition and fees. For example, Chapter 33., Department of Rehab, MCC Promise Grant, Marine or Navy.
If your mailing address on record is not current or missing, please go to your SURF portal to update your contact information.

If you did not provide a social security number, or have an address on file, please submit a Change of Personal Information form, along with a copy of your Social Security Card and Photo ID before December 1st. Please contact the Admissions office for assistant in updating your student information 760.795.6620 or via Live Chat.

FAQ

What is an IRS 1098-T Tax form?

1098-T tax form is a tuition statement provided by the college to all eligible students who made qualified tuition related payments within the tax year.

Where do I go to obtain my 1098T?

It will be mailed to your address provided in your SURF account and will be available on your Surf Account by January 31.
It is also accessible through the ECSI website https://heartland.ecsi.net

Is this a bill?

No, this is not a bill for payment.

My parent(s)/legal guardian(s) pay my tuition and claim me for tax purposes. Should I still put my name on the W-9 form?

Yes. This form should be completed with only the student's information. Form W-9S is a request for the student's TIN. Form 1098-T is always issued in the student's name and reported under the student's TIN. If a student is claimed by a parent or legal guardian for tax purposes, that individual may then be able to use the information on Form 1098-T when preparing their tax returns. Please consult a tax professional for more information.

How do I submit my W9 and copy of my Social Security Number?

You can return it to the Admissions and Records Office by e-mail at admissions@miracosta.edu with a scanned copy of your social security number or in person at Oceanside Campus to the new Student Services Building 14 with a copy of your social security card present.

What does not qualify as payments received?

Room and board, student activities, books or supply charges, insurance, equipment, personal or living expenses, transportation.

What is included in box 1 of a 1098T tax form?

Qualified tuition and related expenses that were paid to MiraCosta College which include enrollment fees and non-resident fees, and qualifying course fees that were calculated within the calendar tax year January 1 – December 31.

What is included in box 5 of a 1098T tax form?

I am a high school student do I still need to fill out a W9?

If you are enrolled in a dual credit course, MiraCosta is required to issue a Form 1098-T reporting your qualified tuition expenses.