Information about IRS Form 1098-T

The IRS Form 1098-T is an informational return that Montgomery College is required to issue for the purpose of determining a student’s eligibility for an education credit or tuition and fees deduction. Please read our 1098-T FAQ Document to get answers to the most common questions about the 1098-T form. For further information, please refer to IRS publication 970 and Tax Benefits for Education: Information Center for further information regarding the 1098-T, or consult your tax advisor.   

Montgomery College will need your Social Security Number (SSN) or Individual Tax Identification Number (ITIN) to issue your IRS 1098-T Form. If you have not provided your SSN or TIN to the College, please download the Montgomery College Substitute W9-S Form and return via one of the delivery methods provided on the form’s instructions. We are required to issue your IRS 1098-T Form even with a blank SSN or ITIN field.

Heartland ECSI is Montgomery College’s third party provider for IRS Form 1098-T beginning with the 2017 tax year. To receive an electronic 1098-T instead of by mail, please opt-in at the Heartland ECSI Consent webpage. An electronic version of all issued, current 1098-T form can be viewed and/or printed from the Heartland ECSI website. Montgomery College and Heartland ECSI do not mail duplicate copies of IRS 1098-T form. For assistance regarding the 1098-T form, please contact Heartland ECSI at 1-866-428-1098 or go to the Heartland ECSI website and click on the live chat button to chat with an agent online.

To request a copy of a 1098-T form for tax years 2015 and before, please send an e-mail to acctrec@montgomerycollege.edu with your full name, student ID number (M#), tax year, and a phone number where we may contact you.

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