USD staff cannot give tax advice or assist students in calculating individual credit amounts. Please consult your tax advisor or the Internal Revenue Service.
IRS Web site
Information for Tax Year 2015
The Tax Payer Relief Act of 1997 includes provisions for the American Opportunity Tax Credit and the Lifetime LearningCredit. Both credits allow certain taxpayers who have incurred qualified expenses for higher education to take a credit against their federal income tax liability. Educational institutions are required by law to provide information to students who qualify for the education credits. Schools, colleges, and universities report this information to the IRS and to students on Form 1098-T.
The 1098-T is a tuition statement issued to students and the IRS at the beginning of each year. This form may be used by federal tax filers to determine eligibility for Hope and Lifetime Learning tax credits. Receipt of a 1098-T form does not mean you are necessarily eligible for tax credits. The 1098-T serves as a tuition statement summary and is informational only. Your personal financial records serve as official supporting documentation for a federal tax return.
USD has partnered with ECSI to deliver 1098-T Tuition Statements for 2015 tax reporting.
You can now give consent to receive your 1098-T electronically. Students who have not given electronic consent will receive the 1098-T form at their current mailing address before January 31st each year.
Opt-in for electronic 1098-T delivery.
Instructions for 1098-T Online Access thru MySan Diego Portal
Follow these steps to access your 2015 1098-T Tuition Statement online
Log in to MySanDiego
Under the Torero Hub drop down menu select “My Student Account” page
Click “View Tax Document”
Go to “My Account” section and Select “Tax Information”
Select the “Tax Year” and click “View”
Note: If you see the following message above your first name, you are not eligible for a 1098-T for that calendar year.
"Message: Cannot locate student (5a).” Either try correcting your input or contact Heartland Campus Solutions/ECSI Customer Service for Tax Documents at (866) 428.1098.
Reasons that you may not be eligible for a 1098-T:
Spring and Intersession term charges are posted during the prior tax year (typically in December) and included in that year’s 1098T.
Scholarships and Grants received during a calendar year add up to more than the qualified tuition/fees that were billed during that same year.
USD does not have a valid Social Security or Tax Identification Number on record. To add this information to your student record, please contact the Registrar’s Office at email@example.com.
You took for-credit courses through USD’s Division of Professional and Continuing Education (PCE). To receive a 1098-T, you will need to email PCE at firstname.lastname@example.org or call (619) 260-4585.
Accessing your electronic 2015 1098-T with a PIN (Received either via the paper form or opting-in to receive the form online)
- Navigate to 1098-T.
- Enter USD's School Code in the first box, which is "D6".
- Enter your account number in the second box, which is your Social Security Number or ITIN.
- Enter your PIN/password in the third box copying it from the paper 1098-T form you received in the mail, or opting-in for electronic 1098-T delivery (see below).
Opting-in to receive electronic notification that your 2015 1098-T is available
- Navigate to 1098-T.
- Enter your student ID (nine number ID), first name, last name, and the email address at which you would like to receive the link to your form.
- Check the consent box.
- Click "Submit."
Have additional questions? Please review the 1098-T FAQ.