Tax Credits

The IRS Form 1098-T is provided, as required by the IRS, to provide information that may assist you in completing your individual tax return.  The information listed on IRS Form 1098-T may be different than the amount you actually paid towards Qualified Tuition and Related Expenses (hereafter known as QTRE).  We strongly recommend seeking professional assistance when claiming an education tax credit.  Regardless of the information provided on the 1098-T, if you choose to claim an education tax credit, you should always keep documentation such as invoices and receipt of payment that supports any claimed tax credit even if you report only what is on IRS Form 1098-T.

The following websites have additional information that may be useful.

IRS Publication 970 - Tax Benefits for Higher Education
IRS Form 8863 to claim education tax credits
U.S. Department of Education

As required by the Internal Revenue Service ("IRS"), Form 1098-T is produced by educational institutions by Jan. 31 and made available to all students who had qualified tuition and other related educational expenses billed to them during the tax calendar year.

The information reported on Form 1098-T is intended to help students evaluate their eligibility for education tax credits as part of their Federal Income Tax Return. 

While it is a good starting point, the 1098-T, as designed and regulated by the IRS, does not contain all of the information needed to claim a tax credit. It is up to each taxpayer to determine eligibility for the credits and how to calculate them. 

An education credit helps with the cost of higher education by reducing the amount of tax owed on your tax return. If the credit reduces your tax to less than zero, you may get a refund. There are two education credits available: the American Opportunity Tax Credit and the Lifetime Learning Credit.

For further information regarding the 1098-T tax credits, please refer to Tax Benefits for Education: Information Center, or consult your tax advisor.   

The Taxpayer Relief Act (TRA97) was passed by Congress in 1997 to provide new tax benefits (effective from 1998) for higher education expenses.

If you have attended Aims within the past year

1. Log in to Workday
2. Once logged in, click on Finances app 
3. On far right side, click the "More" link in the My Account menu box
4. Choose the "Print My 1098-T" link
5. Choose the appropriate tax year 
6. Print the form

Note: If you are needing your 2023 or prior year(s) tax form, contact our office for assistance.  

We have partnered with Heartland ECSI to provide 1098T services.  2024 tax forms will be available in Heartland ECSI after January 31, 2025. Login is quick and easy. If you already have a RefundSelect login, its the same login

Instructions on how to view/print your 1098T form in ECSI

View Your 1098-T Tax Information Online

After you have created a profile, signed in to your profile, and connected your tax form account, you can view your 1098-T tax information.

From the Your School Accounts page, click on the tile/card that is displayed for the school. Then, click on the View Account button. Your tax form information will be displayed on the page.

View Or Print Your 1098-T Tax Form

After you have created a profile, signed in to your profile, and connected your tax form account, you can view your 1098-T tax form.

From the Your School Accounts page, click on the tile/card that is displayed for the school. Then, click on the View Account button. Your tax form information will be displayed on the page.

IMPORTANT: You must turn off pop-up blockers to view your form in the IRS Form 1098-T format. To turn off your pop-up blockers, visit the Tools or Settings menu for your specific browser.

Click on the View/Print Statement link to the right of the tax form information section. Your form will be presented in the IRS Form 1098-T format in your browser’s standard print dialogue box. Follow the print instructions for your particular browser to print the form to your local printer.

If you are unable to log into Workday,  you can request a copy to be mailed to you or for pickup at the Greeley campus

Tax forms can be accessed online in Heartland ECSI system for 2023 and 2024 tax years. 

How Do I Access My 1098-T Tax Form in Heartland ECSI?

There are three steps to access your 1098-T tax form.

Step 1: Create a Profile

You will need to create a profile to connect an account and access your 1098-T tax form. See Create a Profile below for step-by-step instructions.

If you already have a profile, you can skip Step 1 and go directly to Step 2 to connect your tax form account to your existing profile.

Step 2: Sign In To Your Profile

Now that you have created your profile, you will need to sign in to the profile to complete step 3 of this process. See Sign In To Your Profile for step-by-step instructions.

Step 3: Connect an Account

Once you have created a profile, you will need to connect your tax form account to your profile. See Connect An Account for step-by-step instructions.

IMPORTANT! You will need your Heartland Key to connect your account and view your tax form. See Connect An Account for instructions on how to locate your Heartland Key.

Please call or email the Cashier’s Office to request a copy by mail. A staff member will ask you for information to confirm your identity. Tax forms will only be mailed to the last address on record with the college. If you have moved, proof of new residency will be required before the form will be mailed. 

You can use the following documents as proof of address:

• Governmental documents such as driver’s license, passport
• Utility bill
• Bank statement 

Only the actual student can request or pick up a copy of the tax form per FERPA privacy regulations. Tax forms cannot be faxed, scanned or emailed to students due to the nature of the document and the information indicated on the form.

Electronic 1098-T forms are available for viewing in Workday by January 31 each year for the previous tax year.

Tax forms can be viewed in Workday or in Heartland ECSI

The benefits to receiving electronic notification are:
       • Online delivery provides access to the form 1098-T earlier than the traditional mailing process.
       • Online delivery eliminates the chance that the 1098-T will get lost, misdirected or delayed during
                 delivery, or misplaced once you receive it.
       • Signing up for online delivery is easy and secure.
       • Students can receive their 1098-T form while traveling or away from their home address.

To give consent to receive your 1098-T form electronically, click on the link below and follow the simple
instructions to sign up!
                1. Visit https://heartland.ecsi.net/.
                2. At the top right of the page click Register to create a profile. If you already have a profile, click Sign In.
                3. Once logged into your account. Navigate to Your Communication Center at the top.
                4. Select Tax Statement eConsent.
                5. At the bottom of the page click Add New Consent. Once clicked the Electronic Consent Application will open below.
                6. Complete the Electronic Consent Application.
                7. Check the box and click Submit & Accept.
It's that easy! If you have any questions, please visit https://heartland.ecsi.net/index.main.html#/access/FAQtaxDocuments for information regarding your tax documents and to obtain contact information for ECSI.

1. An email will be sent to your myAims email and to a personal email, if you have one on file, when the Form 1098-T is available for viewing and retrieval.
2. Electronic delivery of the IRS Form 1098-T remains in effect for the remainder of your time at Aims, until one of the following occurs:
   1. You Opt-out of electronic delivery of the 1098-T form for one year, or
   2. The College ceases to provide the option for electronic delivery
3. If you wish to opt-out of electronic delivery, log into Workday by December 31 of the tax year you are expecting a 1098-T and navigate to Manage Paperless 1098-T task . The Opt-out request for paper delivery may not apply if the paperless option is updated after the tax year ends.
4. By granting consent to electronic delivery of this form by not opting out, you confirm your ability to view documents in this format. No special hardware or software is necessary to view your Form 1098-T.

Contact the Cashier’s Office for copies from 2022 and previous tax years.

All students, except for non-resident aliens and those registered for non credit courses, who attend Aims during a calendar year and were billed for qualified tuition and related expenses will receive a form.

Forms will be available online by the end of the month of January following the end of the tax year. This form will help to determine whether you, or the person who may claim you as a dependent, may claim an income tax credit for the American or Lifetime Learning credits.

Please read this page carefully as it explains the information reported on the form for each box. 

Box 1 shows the payments that the school received for qualified tuition and related expenses during the previous year. It also includes Scholarships and Grants received for Tuition or related expenses. You may be able to deduct some or all of this amount from the income you report on your federal tax return.

Box 4 shows any adjustment, refunds towards reductions, or reimbursements made for any prior year for qualified tuition and related expenses that were reported on a prior year’s 1098-T tax form. This amount could reduce any allowable education credit that you claimed for any prior year.

Box 5 shows the total of all scholarships or grants processed and administered by the eligible school or university. The amount of grants or scholarships for the calendar year (including those not reported by your institution) could reduce the amount of the education credit you can claim for the year.

Box 6 shows any adjustments to grants and scholarships for a previous year. The amount in this box may affect the amount of any allowable tuition and fees deduction or education credit that you claimed for the previous year. You may have to file an amended income tax return (Form 1040X) for the previous year.

A checkmark in Box 7 means that Box 1 includes the amount for an academic period beginning January-March of the following year.

A checkmark in Box 8 means that you are considered to be carrying at least one-half the normal full-time workload for your course of study at the reporting institution for the reporting or registered year.

A checkmark in Box 9 means that you are considered to be enrolled in a program which leads to a graduate degree, graduate-level certificate, or other recognized graduate-level educational credential.

Box 10 shows the total amount of reimbursements or refunds of qualified tuition and related expenses made by an insurer. The amount of reimbursements or refunds for the calendar year may reduce the amount of any education credit you can claim for the year (may result in an increase in tax liability for the year of the refund.)

For tax years prior to 2018, pursuant to Internal Revenue Service's tax regulation, the college is required to either report tuition amount in box 1 OR box 2 of Form 1098-T. The college elected for Box 2 only. For tax years beginning 2018 and future, Box 1 will be reported, box 2 will no longer display amounts on the tax form. 

All information that Aims Community College can provide you is either on the 1098-T form or is included on this webpage.  We are not allowed to discuss tax implications, how this form may relate to you, or give tax advice.  Please consult your tax preparer  with all questions related to this document.

If you believe the information on the 1098-T is incorrect, needs a correction, or you wish to dispute the amounts indicated on the tax form you can file a request for review with our office. 

All disputes or requests for review must be made in writing such as email or completing our online form.  

https://app.smartsheet.com/b/form/b383b775686e4a35a782a050a70bdc02

All requests are reviewed in the order received and responses to requests are sent out within 7 business days of the request.  

Any 1098-T that needs corrected, will be corrected and a new 1098-T can be issued to the student.  Tax forms can be picked up at the Greeley office or can be mailed to the address on record.