1098-T Tax Information

The Student Account Representatives (located in the Business Office) will issue Form 1098-T to students that were enrolled at least half time during the calendar year. The Form 1098-T will be available by January 31.

What is the Form 1098-T?

The purpose of Form 1098-T is to help you and/or your tax professional determine if you are eligible for the American Opportunity Credit or the Lifetime Learning Credit.

Mount Mercy University cannot provide tax advice. Please refer to relevant IRS forms and publications or consult a tax advisor for explanations regarding eligibility for and calculations of any allowable tax credits or deductions.

If you (or your spouse) were a nonresident alien for any part of the calendar year and the nonresident alien did not elect to be treated as a resident alien, you are not eligible for the education credits.

1098-T Frequently Asked Questions

How Do I Access My Form 1098-T?

There are three steps to access your Form 1098-T tax form. If you already have a profile on https://heartland.ecsi.net/, you can connect your tax form account to your existing profile. Please view instructions linked below to access your Form 1098-T.

View instructions on electronic 1098-T (PDF) 

How can I get a copy of the transactions on my student account?

Student account summaries are available to students receiving Form 1098-T through myMountMercy (self-service portal). If you are unable to access the account summary, please email studentaccounts@mtmercy.edu.

Where can I get additional information? 

Ask for assistance from your tax preparer, who is best qualified to properly respond to your tax questions. You may also refer to Publication 970, Tax Benefits for Education.