Claiming Your Education Tax Benefits

Higher education costs may be eligible for tax benefits, and students are provided with the 1098-T form to assist in the preparation of annual tax returns. The 1098-T form is a “Tuition Payment Statement” that all higher educational institutions are required to provide to eligible students and to the IRS.

1098-T forms are mailed by the end of January each year to the permanent address on your student account.  This is the same address that you receive other Trinity mailings, such as statements and payment arrangements information.

Effective January 2017, Heartland ECSI has updated how students may access their tax documents.

Current Year Tax Forms

  1. Go to https://heartland.ecsi.net.
  2. Select “Access Your 1098 Tax Documents”.
  3. Select “Want to look up your 1098-T or 1098-E tax form? Click here to start your search.”
  4. Select “I need my 1098-T Tuition tax statement”.
  5. Select ‘Trinity Washington University’ from the dropdown list and click ‘Submit’.
  6. Students will need to verify their first & last name, SSN, and zip code to proceed, which must match information on file with Trinity.
  7. The tax documentation information screen will appear next. Students have the ability to see how the form was delivered (US mail or electronic) and may view/print their statement.

Tax Forms from Prior Years

Follow the steps below to create an account to retrieve tax documents from 2013 onwards:

  1. Students must first have their login credentials from the previous ECSI website on hand (school code, account number and PIN) if you have not received a Heartland Key from ECSI. The account number is the same as your SSN, and the school code is XO. Their PIN can be retrieved here.
  2. Go to https://heartland.ecsi.net and click ‘Sign in or Register’.
  3. Register for a new profile if you do not currently have an ECSI profile set up.
  4. Once your profile has been registered, click on ‘Connect an account’ to add Trinity Washington University to your profile. If you do not have a Heartland key, you may search by school. You will need school code, account number, and PIN for this step.
  5. Once your account has been connected, click on the Trinity University tile, then click on ‘View Account’.
  6. Click on the ‘History’ tab to view past 1098-t statements.

Questions?

Check our FAQs page for commonly asked questions.

If your question regarding your 1098-T form is not answered here, please contact Heartland ECSI by e-mail (cservice@ecsi.net) or phone (1-866-428-1098).

Unfortunately, we are unable to provide instantaneous responses to 1098-T questions, so please ensure that you have your questions answered prior to your appointment with your tax preparer.