1098-T Tuition Tax Credit

• Go to BraveWeb 
• Access your Online Accounting Center 
• If you are a former student, please call the Cashier's Office at 910.521.6855

Please note: Electronic consent will remain in effect until you email your withdrawal of consent electronically to UNCP1098T@uncp.edu.Back to Top

• Go to heartland.ecsi.net/index.main.html#/access/lookup 
• Click "I need my 1098-T Tuition tax statements."
• Enter "University of North Carolina at Pembroke" for the School Name and click "Submit."
• Enter your personal information, check "I'm not a robot," then click "Continue."
• Click on "+" on the right side of the screen to display your tax information, then print

If you would like to receive notification electronically (instead of a paper copy), please give your consent by following the instructions in the link below. Please contact Heartland ECSI's Customer Service Department at 866.428.1098 for any additional information.

The benefits to receiving electronic notification are:

• Online delivery provides access to the form 1098-T earlier than the traditional mailing process.
• Online delivery eliminates the chance that the 1098-T will get lost, misdirected or delayed during delivery or misplaced once the student receives it.
• Signing up for online delivery is easy and secure.

To give consent to receive your notification electronically, sign up using the SECURE website below, giving us your Name, SID and email address (you can also include your parents' email in the alternate email space):  
ecsi.net/gateway/1098t-signup.html?school=KV

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BOX 1 of IRS Form 1098-T reports the qualified tuition and related expenses paid during the calendar year. Sometimes this is referred to as qualified education expenses, although the two are not always interchangeable. Consult a tax professional for explanation. For purposes of IRS Form 1098-T, The University of North Carolina at Pembroke, has determined based on interpretation of the limited IRS guidance provided that the following charges are included or not in qualified tuition and related expenses. Please note, IRS Publication 970 states that "the amount on form 1098-T might be different from the amount you actually paid and are deemed to have paid." Further IRS Form 8863 instructions state that, "The amount of qualified Tuition and related expenses reported on Form 1098-T may not reflect the total amount of the qualified tuition and related expenses paid during the year for which you may claim the tax credit. You may include qualified tuition and related expenses that are not reported on IRS Form 1098-T when claiming one of the related credits if you can substantiate payment of these expenses."

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BOX 5 of IRS Form 1098-T reports the total of scholarships or grants administered or processed by the Office of Student Accounts and/or the Office of  Financial Aid & Scholarships during the calendar year. 

Please note that the timing of each charge and scholarship are important regarding which year they are reported in. Many students have charges from Nov-Dec of 2020. In 2021, many students had payments larger than their QTRE, the BOX 1 amount for the spring 2022 term may have been included in the 2021 1098-T. Also, in many of those same circumstances, the student also received scholarships and grants for Spring 2021 that did not post until January 2022. This may cause the 2022 1098-T to have zero in BOX 1 but BOX would be populated. Please consult a tax preparer regarding what this means to your individual tax situation.

The amount reported in BOX 5 does not include:

• Tuition waivers provided during the calendar year.
• Student Loans
• Work Study
• Employment
• Scholarships, grants, reimbursements or other types of sponsorships not administered by the Office of Student Accounts and/or the Office of Student Financial Aid.

Per IRS instruction, Veteran's Education Benefit amounts received are included in BOX 5.

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BOX 4 of IRS Form 1098-T reports adjustments made to qualified tuition and related expenses calculated in a prior year. The amount reported in BOX 4 represents a reduction in tuition billed during a prior calendar year. For example, if you were billed in Nov-Dec 2021 and later had a reduction in the QTRE charges in 2022 (ie withdrawal, courses dropped), BOX 4 reports the decrease in billed tuition due to the withdrawal or drop. The amount reported in BOX 4 reports the decrease in QTRE from the withdrawal or drop of courses that reduced the QTRE. The amount reported in BOX 4 for adjustments to qualified tuition and related expenses may reduce any allowable education credit you may claim for the prior year. See your tax advisor and/or IRS Form 8863/IRS Publication 970 for more information. 

Note: It is possible for the other BOXes to be empty and only have a number in BOX 4. This means as stated above that there was a reduction in qualified tuition and related expenses calculated on the 2021 1098-T that was reduced after December 31, 2021 but had no other reportable activity for the 2022 calendar year. Please consult a tax advisor and/or IRS Form 8863 and IRS Publication 970 for assistance.

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BOX 7 indicates, if checked, that BOX 1 includes amounts for an academic period beginning in the next year (2022). For example, if you registered and paid for the upcoming spring semester during November or December, this BOX will be marked.

BOX 8 shows whether you are at least one-half of the normal full-time workload for at least one academic period during the calendar year.

BOX 9 shows whether you are enrolled in a program leading to a graduate-level degree, certificate or other recognized education credential.

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