Taxes

How do I view my 1098-T online?

To access your 1098-T (2015-present) electronically, you must log in with your Harvard credentials at my.harvard.edu. After logging in, navigate to the 'Financial Services' tab in the left-menu and then select the link under 'Paperless 1098-T'.

Please note that you must disable your pop-up blocker to view your form. If you do not opt-in to view your form electronically, a paper copy will be mailed to your permanent address.

 

How much tax will I be charged?

If you are a U.S. citizen Harvard will not withhold taxes from your taxable scholarship or stipend. If you are a foreign student, the taxable portion of your award will be taxed at a rate of 14%.

Some foreign students come from countries that have a tax treaty with the United States, and can claim exemption from U.S. taxes. International students receiving taxable scholarships from Harvard will receive an e-mail from the Student Accounts Office which will include information about your tax status and tax treaties. If you have questions about your eligibility, you can contact the Read more about How much tax will I be charged?

What is a 1099-HC?

Proof of Health Coverage, and is used to complete Schedule HC  on Massachusetts State tax returns.

What is a 1098-E?

Form 1098-E reports interest you paid on a student loan during the preceding year.  The lenders that carry your student loans must send you a copy of Form 1098-E by January 31st.

How do I view my 1098-E online?

Click here:  www.heartlandecsi.com
1.    You will be asked to enter your school code which is: k4
2.    Enter your 8-digit Harvard ID# (HUID).  
3.    Enter the PIN/password that you created while completing your Exit Interview or signing your promissory note.  If you have forgotten your PIN/password, click on “Need help logging in?" and answer the security questions presented.  This will allow you to authenticate yourself to the system and you will be able to create a new PIN/password.
4.    Click on “My Account Menu”
5 Read more about How do I view my 1098-E online?

Do foreign students need to file a United States Income Tax return?

You only need to file if you have income that is subject to tax, such as wages, tips, scholarships that exceed tuition and required fees, dividends, etc. The tax return you must file is Form 1040NR, the Federal Tax Return for Nonresidents. If you have any earned income, your tax return is due by April 15; otherwise the filing deadline is June 15. If you owe more tax than was withheld, you must pay it by the appropriate date. If more tax than you owe has been withheld, you should file a return to claim a refund for the excess amount Read more about Do foreign students need to file a United States Income Tax return?

How does Harvard calculate the amount of my award that may be taxable?

The taxable portion of your scholarship award is calculated as follows:
 
Total of all scholarships from Harvard University
Less: Required tuition and fees charged to your student bill  
Equals: Taxable portion of your award
 
Since it is impossible for the University to determine what each student pays for books, fees, supplies and equipment required for courses of instruction, only the amount of tuition and fees charged to your student account will be included in this calculation.

What portion of my scholarship award may be considered taxable?

U.S. tax law divides scholarships received into two parts. Scholarship that is used for tuition is not taxable, but scholarship that is used for living expenses is taxable. Expenses that are considered tuition include all tuition and fees required for enrollment, books, fees, supplies, and equipment for courses of instruction. Additional amounts, such as amounts provided for room and board or for travel expenses, are taxable.

Will My Scholarship be Taxed?

If you are a U.S. citizen or a resident alien, Harvard will not withhold taxes on your scholarship or monthly graduate stipend. Part of your scholarship may be considered taxable income, however (please see below). Permanent residents are treated like U.S. citizens for tax purposes.

If you meet the tests for residency (see Internal Revenue Service Publication 519), please notify the Student Accounts Office of your status change.

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