• Login to TouchNet Bill+Payment via SURFS
• From the TouchNet landing page, 1098-Ts will be available under the “Statements” section
• Click on View Statements
• Click View for the current tax year. This will redirect you to ECSI
• Once you are redirected to ECSI, you are able to access all 1098-T statements available to you

Students who electronically consented would receive a code from Heartland ECSI to login and view statements once available.  If you did not receive this code, or cannot locate it, contact studentaccounthelp@umaryland.edu for assistance.

Students who did not electronically consent to receive their 1098-T would receive it via mail from Heartland ECSI.  All tax documents would be postmarked by January 31st, per IRS regulations.  If you have not received your 1098-T, contact studentaccounthelp@umaryland.edu for assistance.

• Each student who is enrolled and for whom a reportable transaction is made during the calendar year.
• Upon request, any F-1 Student with an ITIN or SSN.
  • Although your SSN or ITIN is not a requirement for admission to UMB, we are required to collect one or the other for the purpose of tax reporting. You may fulfill the requirement using the DocuSign form found on the CITS Authenticated UMB Forms Library. Once on this webpage, click on “Office of the Controller,” then select the UMB SFS Substitute W-9S Form under Student Financial Services.

UMB is not required to provide, and does not provide a 1098-T for the following students:

• Students whose qualified tuition and related expenses are entirely waived or paid entirely with scholarships/grants
• Students for whom you do not maintain a separate financial account and whose tuition and related expenses are covered by a formal billing arrangement between an institution and the student’s employer or a government entity, such as the Department of Veterans Affairs or the Department of Defense

Box 1 includes all payments received during the tax year toward qualifying tuition and related expenses (QTRE).  Qualified tuition and fees include all tuition and fees, excluding the following items:

• Housing (Pascault Row only)
• Student Health Insurance
• Student Accident Insurance
• Shuttle Fee

Box 4 reports any adjustments to qualified tuition and related expenses (QTRE) made during the current tax year for a prior tax year. 

 Box 5 includes all scholarships and grants paid toward a student’s total cost of attendance during the tax year.  The total cost of attendance is comprised of tuition, mandatory fees, books and supplies, computer fees, hospitalization insurance, malpractice insurance, room and board, transportation allowance, and fees associated with the Federal Direct Stafford loan and the Federal Direct Grad PLUS loan. 

Box 5 includes scholarships/grant payments toward the list of non-QTRE items charged to your tuition account above. 

Examples of Scholarships and Grants reported in Box 5:

• Corporation or employer under a third-party billing arrangement
• DoD Tuition Assistance and any other support for servicemembers and dependents
• Federal Pell, SEOG, or other grants
• Institution scholarships/grants
• Private nonprofit or other organization scholarship/grant payments
• Scholarships restricted to room and board (Academic Affairs Housing Award)
• State grant, including vocational-rehabilitation
• Veterans’ benefits (Chapter 31, Chapter 33 (Post 9/11 GI Bill), and Yellow Ribbon)

Box 7 is the checkbox indicating if payments received during the tax year toward QTRE on the 1098-T are for an Academic Period beginning January-March of the subsequent tax year.  Spring charges are always billed in December of the prior year, which is why Box 7 may be checked on your 1098-T.

Scholarships may be reported in both Box 1 and Box 5 as payments from any source, except scholarships that cannot be used to cover qualified tuition and related expenses QTRE, are reported in Box 1 up to the amount of QTRE.

Institutions are not required to provide a 1098-T for students who have received more funding in scholarships/grants during the tax year.  If you did not receive a 1098-T, this would be an indication that more scholarships and grants were reported than personal payments received. 

The University is required to file a 1098-T for any current or formerly enrolled student whom had a reportable transaction during the tax year.  This would include adjustments in Box 4 (i.e. a reduction in QTRE, or a refund issued to a student for a prior tax year) and adjustments in Box 6 (i.e. a reduction in any scholarship funds issued to a student for a prior tax year).