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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
Northeastern University has partnered with Heartland ECSI to provide students with 1098-T forms. 1098-T forms for the 2021 calendar year will be available electronically, through Heartland ECSI, by January 31, 2022. All eligible 2018, 2019 and 2020 1098-T forms are available through the Heartland ECSI portal as well.
For additional information, please refer to the Heartland ECSI FAQ.
You will be notified by email on or before January 31, 2022 from [email protected] when your 2021 1098-T form is ready to be viewed via the Heartland ECSI website.
All 2018-2021 1098-T forms for Northeastern University are available through Heartland ECSI. Please visit the Heartland ECSI website for further instructions.
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 2021 tax year is January 8, 2022. This can be done through your myNortheastern portal using the following steps:
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 2021. 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 2022 through March 2022.
Box 8
Is checked if a student is at least half-time during any academic period that began in 2021.
The IRS does not require us to generate a 1098-T for the following:
For additional information, please refer to the IRS 1098-T instructions.
For all 1098-T personal information updates, please visit the Heartland ECSI website to complete a W-9S form. You can do this online by accessing your tax form and then selecting the Complete W-9S form.
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.
Phone Numbers
Looking for the university W-9 form? Download the completed and signed W-9.