1098-T Tax Statements
How to access the most recent 1098-T on InsideCBU
• Login to InsideCBU with your student ID and password
• Go to the “Student Accounts” tab
• Go to the “My 1098-T” box on the right side
• Select “Go to My 1098-T Info”
• The statement summary will be displayed
• Select “View/Print Statement”
• A PDF version of your 1098-T form will be downloaded
How to access previous 1098-T forms online via ECSI
• Visit https://heartland.ecsi.net
• Select “Help Center” at the top of the page
• Scroll down and click on “Tax Documents”
• Select “Want to look up your 1098-T or 1098-E tax form? Click here to start your search”
• Type in “California Baptist University” and click on the name when highlighted
• Click Submit and then enter your personal information (note: enter the zip code of the address you lived at during the desired tax year)
• Click on the box next to “I’m not a robot” then press Continue
• Once logged in, you can access the most recent tax documents by clicking on the “+” button next to the statement
• The statement summary will be displayed
• Select “View/Print Statement”
Effective for the 2018 tax year California Baptist University reports the following 1098-T information according to federal guidelines
Box 1 Payments received for qualified tuition and related expenses
(This amount will not be greater than the amount billed for eligible tuition and fees. Room
and board is not included.)*
Box 3 Checkbox for Change of Reporting (
Checked for 2018 as it is the first year in which Box 1 is used.)
Box 4 Payment Adjustments for a Prior Year
(Will be blank for 2018, as payments were not previously reported.)
Box 5 Scholarship/Grant amount credited for the current year and the previous year.
Box 6 Scholarship/Grant amount debited due to the reversal of aid for the previous year.
Box 8 Check if enrolled at least half time.
Box 9 Check if enrolled as a Graduate student.
For 2017 and prior tax years California Baptist University reported the following 1098-T information according to federal guidelines
Box 2 Amount billed in the current year for eligible tuition and fees.
Box 4 Amount credited in the current year due to a reduction in charges from the previous year.
Box 5 Scholarship/Grant amount credited for the current year and the previous year.
Box 6 Scholarship/Grant amount debited due to the reversal of aid for the previous year.
Box 8 Check if enrolled at least half time.
Box 9 Check if enrolled as a Graduate student.
*The current year begins in January and ends in December. Spring tuition is billed in January, Summer tuition is billed in May, and Fall
tuition is billed in August. Contact a tax professional for questions related to payments or financial aid transactions that occur in a different
year from which charges were billed.
California Baptist University has partnered with Heartland ECSI to provide 1098-T tax statements. All 1098-T's are mailed to the permanent
address on record at the time of processing. If you did not receive your 1098-T or need another copy, please contact the Student Accounts
Office at 951-343-4371.
For tax information and resources regarding 1098-T's go to www.ecsi.net/1098T
Students who have not provided CBU with their Social Security Number will be asked to complete the substitute form W-9s.
What if the Social Security Number on my tax form is incorrect?
To correct your Social Security Number (SSN) on your tax form, you must provide a copy of your Social Security Card to the Office of the
University Registrar.
