Student Financial Services has made some important changes to our e-mail communication practices. Our office has implemented the new, user-friendly Student Financial Services Inquiry Form, and is now available in the self-service portal. Read more about this transition and what it means for you.

Effective Fall 2023, Northeastern University has implemented a new policy regarding late fees. Learn more about this policy.

As of February 28, 2024, 1098-T statements for the 2023 tax year are available to current eligible students in the student hub. Learn more about how to access your 1098-T.

Billing & Payments

IRS Form 1098-T

2023 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.

Important Update

As of February 28, 2024, all 1098-T eligible students can access their 2023 1098-T in the student hub. Please reference the SFS knowledge base for step-by-step instructions to access this information. 

Northeastern University has partnered with Heartland ECSI to provide students with 1098-T forms. All eligible 2018, 2019, 2020, 2021, and 2022 1098-T forms are available through the Heartland ECSI portal.

For additional information, please refer to the Heartland ECSI FAQ.

How do I access my 1098-T?

For 2023, students may access their 1098-T via the student hub. Please reference the SFS knowledge base for step-by-step instructions to access this information. 

All 2018-2022 1098-T forms for Northeastern University are available through Heartland ECSI. Please visit the Heartland ECSI website for further instructions.

What if I want my 1098-T mailed?

While we suggest accessing your 1098-T electronically, as this will allow fast, unlimited access, students may choose to revoke their consent to electronic only 1098-T. The deadline to revoke consent for the 2023 tax year is January 8, 2024. 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?

blank 1098-T form

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 2022. 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 2024 through March 2024.

Box 8

Is checked if a student is at least half-time during any academic period that began in 2024.

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”

Mills College Students

Please note that students who previously attended Mills College in Oakland who transferred into Mills at Northeastern University, or any other Northeastern University campus may be receiving two separate 1098-T forms.

One form will contain information applicable to the calendar period prior to the merger, between January 1, 2022 and June 30, 2022.

The second form will contain information applicable to the period after the merger, between July 1, 2022 and December 31, 2022.

Students will receive separate notifications on how to access each record if applicable to them. 1098-T records for Mills College prior to the merger will be available via Transact. Questions regarding accessing Transact can be directed to [email protected].

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.