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 'Student Accounts' tab in the left-menu and then select the link under 'Paperless 1098-T'. A walkthrough is available here.
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...
You are responsible for your own taxes. Harvard cannot give you individual tax advice, and recommends seeking guidance from a qualified accountant or attorney for complicated situtions. You can find resources for students on the IRS website (Tax Information for Students), IRS Publication 519 (U....
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...
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.
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.
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.