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FAQs

1098-T

Who is required to have a 1098-T form?

  • Any student enrolled in any classes during the calendar year for which the student was charged tuition for courses which offered academic credit
  • Any student enrolled in the prior calendar year who has had an adjustment or transaction made during the current calendar year

How do I update my address for Form 1098-T mailing purposes?

The IRS requires Northwestern University to provide a valid address on the tax document. Thus, for the University to properly comply with the tax rules and regulations, please review and update your address in CAESAR.

 Please update the address indicated below.

  • Undergraduate students:
  • Graduate students:

How do I update my SSN or or ITIN for 1098-T Tax Form?

The IRS requires Northwestern University to include a valid SSN or ITIN on this tax form. To ensure your information is accurate and that your 1098-T is issued correctly, please review and update your SSN or ITIN.

How to Update Your SSN or ITIN

  1. Verify your primary name is accurate.
    • Log in to CAESAR with your NetID and password.
    • Go to the Profile tile.
    • Verify your primary name matches your government-issued ID.
    • If it does not, follow the name change steps in CAESAR before updating your SSN.
  2. Update your SSN or ITIN

Who is Heartland ECSI?

Northwestern University has partnered with Heartland ECSI to distribute our 1098-T Tax Statements electronically. Online access to the 1098-T Tax Statement eliminates the risk of the statement getting lost, misdirected, or even delayed during delivery. Students who wish to receive their Tax Statement electronically will need to provide Heartland ECSI with Consent to distribute the tax form via the following web address: https://heartland.ecsi.net/index.main.html#/access/eConsent.

Why didn't I receive a 1098-T?

If you did not receive a 1098-T, the most common reasons are:

  • Northwestern University did not have a valid social security number on file for you. Please contact the Registrar's Office to update your personal information. 
  • Northwestern University did not have a current address for you. To change your address information go to CAESAR and confirm your address. 
  • The amount of qualified tuition and related expenses paid during the calendar year was zero.

Where can I find a copy of my payment history?

Please contact Student Finance to receive an account transaction document.

Why did I receive an email about the 1098-T Tax Statement?

We sent you this email to notify you that Northwestern University has partnered with Heartland ECSI to electronically distribute 1098-T Tax Statements