Billing & Payments

IRS Form 1098-T

2025 Calendar Year

The 1098-T form is an annual informational document that all educational institutions are required to prepare for eligible students. It contains information on qualified tuition and related expenses within the calendar year, January through December. Students are not required to use the 1098-T form but can use the information provided when completing their tax returns. While Northeastern cannot advise on how you should use the form, your tax professional can.

How do I access my 1098-T?

All 2022-2024 1098-T forms for Northeastern University are available through Heartland ECSI. Please visit the Heartland ECSI website for further instructions. If you need a 1098-T form for a prior year, please reach out to us here.

The 2025 1098-T will be available by January 31, 2026.

What if I want my 1098-T mailed?

We suggest accessing your 1098-T electronically for fast, unlimited access. However, if students wish to, they can opt out of receiving their 1098-T electronically. The deadline to opt out  for electronic delivery for the 2025 tax year is January 8, 2026. This can be done through the Student Hub using the following steps:

  • Click ‘Resources’
  • Select ‘Financial Services’
  • Click ‘Student Account Self Service’
  • Select ‘1098T Electronic Consent Form’

What information is on the 1098-T?

 

Box 1

Northeastern University reports on qualified payments, as required by the IRS. As such, only payments for qualified charges will be eligible to be reported.

Box 4

Reflects reductions in charges for qualified tuition and related expenses made during this calendar year that relate to amounts billed that were reported in a prior year. This could impact a tax credit for a prior year. Your tax preparer should be consulted.

Box 5

Reflects the total of scholarships and grants that were posted to the tuition account during calendar year 2025. This may also include additional scholarship and grant funds posted late for a prior year.

Box 6

Reflects reductions in scholarships and grants reported for a prior year. This could impact a tax credit for a prior year. Your tax preparer should be consulted.

Box 7

Is checked if there are charges for terms beginning January 2026 through March 2026.

Box 8

Is checked if a student is at least half-time during any academic period that began in 2025.

Why did I not receive a 1098-T?

The IRS does not require us to generate a 1098-T for the following:

  • International and non-citizen students (unless requested with SSN and/or TIN on file)
  • Students enrolled in non-degree programs
  • Students who did not have qualified tuition and related expenses
  • Students whose qualified tuition and related expenses are entirely waived or paid entirely with scholarships

For additional information, please refer to the IRS 1098-T instructions.

International Student Requests

By law, Northeastern University cannot produce a 1098-T form for a student without a valid Social Security Number (SSN) or Tax Identification Number (TIN) on file. To update your SSN or TIN, please complete the Social Security Number Update form through the Office of the Registrar.

Once you have submitted this form and your SSN/TIN has been updated, please complete the International Student 1098-T Request form for access. You can also access this form by following the directions below.

  • 1. Log into the Northeastern Services portal
  • 2. Click on “Student Financial Services”
  • 3. Click on “Solutions for Students”
  • 4. Click on “Student Accounts Requests”
  • 5. Select “International Student 1098-T Request”

Additional Online Resources

IRS Publications

  • Publication 970: Contains information on both Hope Scholarship and Lifetime Learning Credit. Covers eligibility, qualifying expenses, how to figure and claim credit, and more.
  • IRS Form 1098-T
  • Form 8863: This is the form used to calculate the tax credit and must accompany the tax return.

Phone Numbers

  • IRS, Asking Tax Questions: 1.800.829.1040, TTY/TDD 1.800.829.4059
  • IRS, Ordering Forms and Publications: 1.800.829.3676, TTY/TDD 1.800.829.4059
  • IRS, Taxpayer Advocate: 1.877.777.4778, TTY/TDD 1.800.829.4059
  • Heartland ECSI, 866.428.1098 or live chat

Looking for the university W-9 form? Download the completed and signed W-9.