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The University at Buffalo ally with Heartland ECSI to bear the 1098-T statements. The Heartland 1098-T website is accessible 24/7 accouterment acceptance admission to their tax statements. It allows acceptance to appearance and book their 1098-T charge statement.

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Need admonition logging in to Heartland ECSI? Amuse alarm 866-428-1098, Monday – Friday, 7:30am – 8:00pm EST.

The university charge book a 1098-T with the IRS for enrolled acceptance with a reportable transaction.

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Please note, depending on back you accept for bounce classes, your Spring 2020 charges may column in December 2019 back the bounce appellation is billed. If you fabricated acquittal for your Bounce 2020 accuse by December 31, 2019, the payments were reflected on the 2019 1098T account in Box 1.

For tax years 2017 and prior: the university did NOT address Box 1, apprentice payments, but did address Box 2, the IRS able accuse adjourned during the tax year.

Beginning with the 2018 tax year, the university began advertisement Box 1 Payments, and NOT Box 2.

A 1098-T anatomy is automatically mailed to acceptance with a U.S. citizenship cachet of native, naturalized, or abiding citizen on university records. As appropriate by law, your 1098-T account will be mailed by January 31st of the afterward year. Acceptance after one of these three US citizenship statuses, or acceptance with a non-resident conflicting cachet will not accept a 1098-T automatically generated.

To appeal a 1098-T be generated, amuse acquaintance Apprentice Accounts at 716-645-1800 or [email protected] for them. We will accomplish the accepted year’s 1098-T aloft cancellation of your appeal AND a completed modified W-9S anatomy (PDF) (available from the Registrar’s office). The borderline to appeal the accepted tax year’s 1098-T anatomy is July 1.

We cannot accommodate tax admonition or abetment accompanying to the acclaim or how to affirmation the credit. The 1098-T, forth with your archetype of your UB announcement statements, should be acclimated by your tax preparer to actuate your accommodation for a tax credit.

The university’s Federal Identification Cardinal is 16-1514621. This cardinal can additionally be begin on your 1098-T statement. Individuals commutual the New York State Tax Anatomy IT-272 will use this cardinal for the EIN of the university.

The 2018 1098-T will attending hardly altered than it has in above-mentioned years. Congress and the IRS alone the advantage for colleges and universities to address the “amounts billed” Box 2 on anatomy 1098-T. We charge now address alone the amounts paid for able charge and expenses. This change went into aftereffect for the 2018 tax year.

The University at Buffalo is clumsy to accommodate you with tax advice, but should you accept questions, you should seek the admonition of an abreast tax preparer or adviser.  You may additionally acquisition advice on the IRS website. 

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