Form 1098-T

1098-T Tuition Statement

As an eligible educational institution, Northwestern University is required by the Internal Revenue Service (IRS) to file Form 1098-T Tuition Statement annually for each student for whom a reportable transaction is made (payments toward qualified tuition and related expenses, and any scholarships or grants received). This information is provided to assist taxpayers in determining eligibility for claiming Education Tax Credits or Deductions enacted by the Taxpayer Relief Act of 1997.

Why Form 1098-T is Important to You

Qualifying for 1098-T

The 1098-T Tuition Statement is provided to each student who paid qualified tuition and related expenses during the previous calendar year. It includes financial information, such as scholarships received, and payments made.

If you made no payments during the calendar year, you would not receive a 1098-T (for example, students who received scholarships and grants equal to or greater than qualified tuition and related expenses).

Updating Your Address and SSN

To assist us in processing your 1098-T statement:

Please confirm your address.
- Undergraduate students, please confirm your permanent address.
- Graduate students, please confirm your current address.
Confirm your social security number or taxpayer identification number are correct in CAESAR.

Accessing your 1098-T

Northwestern University has partnered with Heartland ECSI to provide the 1098-T statement. To receive your 1098-T electronically, please visit ECSI

Viewing and Printing 1098-T Forms

For 2017 and Earlier

If you have an active NetID, log in to CAESAR.
If you do not have an active NetID, contact studentaccounts-ev@northwestern.edu and we will provide you with a copy of your prior year form.

Understanding Your 1098-T

The 1098-T statement shows reportable transactions in a calendar year.

Box 1: Reports the qualified tuition and related expenses (QTRE) paid during the calendar year.
- QTRE includes tuition, course fees, activity fees, athletic fees.
- QTRE does not include room & board, late fees, student insurance, student health fees, transportation.
Box 4: Reports any adjustments made to qualified tuition and related expenses that were reported in a prior year.
Box 5: Reports the total of scholarships or grants administered or processed during the calendar year.
- Includes: university grants, third party billing.
Box 6: Reports adjustments made to scholarships or grants reported on a prior year.

Additional Information

Contact your tax preparer or financial adviser with questions concerning your eligibility for tuition tax credits or tax deductions. You may also review the IRS website.