Billing and Tax Documents

Canadian students may request Student Accounts to provide the Canadian tax form TL11A. This form verifies the registration status of the student and provides the total dollar amount of tuition charged during the calendar year. Submit requests by email to onestop@sandiego.edu from your USD email address. The subject of the email should be "Canadian Tax Form" and your student ID number. In the email message, please include your full name, your mailing address and the time period(s) for which you need the tax form. You may come by in person to the One Stop Center (University Center, Room 126) with a photo ID to pick up the completed form or we can mail it to your address. Please allow three business days for this to be completed.

You can sign-up for direct deposit (e-refund) by logging into your My San Diego portal and clicking on the “My Student Account” tab. From there, click on the link titled “My Online Student Account”. Make sure all popup blockers are disabled to access. Once you are in your My Online Student Account, you can access the e-refund box on the bottom left. Checking account number and routing number will be required to enroll.

Processing Time:  Refunds are issued the first week of each semester (if all financial aid requirements are completed). Funds will post to your bank account 2-4 days after refund is issued.

The Tax Payer Relief Act of 1997 includes provisions for the American Opportunity Tax Credit and the Lifetime Learning Credit. 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 2019 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.

To "opt-in" for electronic delivery which is the fastest way to receive your 1098-T form click on the link below: http://www.ecsi.net/gateway/1098t-signup.html?school=D6

The Title IV Authorization form authorizes USD to pay miscellaneous charges on a student's account with credits remaining from Title IV financial aid, including Federal Pell Grant, Federal SEOG, TEACH Grant, Federal Perkins Loan, Federal Subsidized Stafford Loan, Federal Unsubsidized Stafford Loan, and Federal PLUS loans. Without this authorization, miscellaneous charges will not be paid and an enrollment hold will be placed on future registration.

1. Login to the USD MySanDiego Portal
2. Click on "My Student Account" page under the Torero Hub tab
3. Scroll down to My Title IV Authorization
4. Submit

Click here for TITLE IV video tutorial!

Processing Time:  Updates immediately

Follow these steps to access your 2019 1098-T Tuition Statement online

1. Log in to MySanDiego
2. Under the Torero Hub drop down menu select “My Student Account” page
3. Click “View Tax Document”
4. Go to “My Account” section and Select “Tax Information”
5. 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 calendar year 2019.
"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 registrar@sandiego.edu.
• 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 continuinged@sandiego.edu or call (619) 260-4585.

Have more questions about your 1098T tuition statement? View our FAQs.

Please submit the Social Security/ITIN Update Form to add or update our system with your correct SSN/ITIN number.

For security reasons, please DO NOT submit this information via email.  Updates to your SSN/ITIN cannot be processed without a copy of the SSN/ITIN card and a government issued photo ID (state issued DL/ID card or passport for domestic students and passport for international students), OR your USD student ID card.

Processing Time: 2-3 business days

DISCLAIMER: The information on this page is general information only. We are not personal tax preparers and cannot give any personal tax advice. For tax preparation advice, please consult a tax advisor.

There is no IRS requirement that you must claim the education credit. Claiming education tax benefits is a voluntary decision for those who qualify.