1098-T Tax Credit Information

The Citadel supports students by providing a Federal 1098-T form to persons with qualifying education expenses during the prior calendar year. The IRS 1098-T Tax forms are made available by January 31st following the end of the prior tax year. (Example Tax Year 2023 would be available January 31, 2024) The 1098-T form is necessary for persons who wish to take Education Tax Credits. Please review the following information available on this site:

Important Links

FAQ’s

Notes to Remember

The IRS 1098-T forms will be available electronically (if consent is received) or sent to a student’s home address before January 31. You may view your 1098-T online by following the steps below:

  1. Login to My Citadel Portal and find the Student Business Services card. Select “Make a Payment and Review Billing Information”.
  2. In the menu on the left, select “Tax Forms”.
  3. Note- if you no longer have access to My Citadel Portal and do not have the paper copy sent by mail, contact the Treasurer’s Office at 843-953-5254.

Please note that The Citadel will only report dollar amounts paid for QUALIFIED EXPENSES during the prior calendar year. 

Spring 2023       Billed in Nov/Dec 2022      Reported on 2022 1098T
Summer 2023       Billed in Nov/Dec 2023      Reported on 2023 1098T
Fall 2023       Billed in July 2023      Reported on 2023 1098T
Spring 2024       Billed in Nov/Dec 2023      Reported on 2023 1098T

To download a replacement 1098-T form for the years 2015-2021, follow these steps:

  1. Go to the Heartland ECSI website (https://heartland.ecsi.net)
  2. Click on the link “To access your 1098-T form, click here.”
  3. Next search for “The Citadel” and press submit
  4. Type in your student’s First and Last Name, Social Security Number and Home Zip code, press continue
  5. The next page will populate your 1098-T, click on the + sign to view

To protect your privacy, The Citadel is unable to provide specific information on your IRS 1098-T tax form over the telephone. Employees of The Citadel are unable to provide you with individual tax advice, but should you have questions, we recommend that you seek the counsel of an informed tax preparer or adviser. For more information about Federal Form 1098-T, see IRS Publication 970.