Tax Reporting Documents

Harvard University provides students and parents with a number of documents to support the tax filing process, including the 1098-T, 1098-E and 1042-S. More information on each of these documents, along with information on how to obtain yours, can be found below. In addition, if you worked at Harvard, you can access your W-2 by following the instructions here.

Form 1042-S is issued to international students who have received scholarships that exceed their tuition and mandatory fees (stipends). Form 1042-S is a report of tax withheld. The form, available online through Glacier, will be issued in mid-March, at which time a notification email will be sent. Students who are U.S. Citizens or permanent residents will not receive a 1042-S and should follow the instructions below to find their annual stipend earnings. International graduate students who have questions about the information on this form can contact University Tax Services at (617) 495-8500 (option 5). Undergraduates with questions on the 1042-S can contact Student Accounts.

How to Find Your Annual Stipend Earnings in PeopleSoft

  • Sign into PeopleSoft
  •  Access your paycheck history by going to Self Service > My Pay > Paychecks
  • Select the last paycheck that was issued in the calendar year 2018 - go by the check date
  • In the HOURS AND EARNINGS box, under "Description", you should see a row labeled "Domestic Student Stipend" or "Non-Resident Alien Stipend". Follow that row to the "YTD" (year to date) section. That's where you'll find your total stipend earnings for the 2018 calendar year. If your tax status changed or was adjusted during the year, you may have both a Domestic and a Non-Resident Alien line - your stipend earnings would be the sum of those two totals.
  •  If you are an international student and were taxed on any portion of your stipend earnings for 2018, or if you filed for tax exemption under your home country's tax treaty with the U.S., you should expect to receive IRS form 1042S "Foreign Person's U.S. Source Income Subject to Withholding" from Harvard by the end of March 2019.
  •  Harvard will not send any tax documentation related to stipend income for U.S. citizens or students who were permanent residents for tax purposed in 2018.
  • If you are unable to enter the PeopleSoft site due to graduated or non-registered status, you may request a copy of your last 2018 pay stub by sending an email to ufs_crt@harvard.edu. The email should include:
    • your Harvard ID#
    • your first name only
    • the last 4 digits of your SSN
    • the address to which you would like your pay stub mailed 

 

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.

To access your 1098-E online:

  1. Go to https://www.heartland.ecsi.net
  2. Sign into your account
  3. Navigate to Tax Documents
  4. Choose the 1098-E form by year and click View

If you have any trouble logging in, please contact our office.

For information on 1098-t eligibility,enrolling in Paperless 1098-T, or accessing forms from prior years, please see our FAQ.

1098-T Tax Form

Important Notice: Changes have been made to the 1098-T tax form, as mandated by new IRS regulations. Beginning with transactions made in the 2018 calendar year, Harvard will be reporting the amount paid for qualified tuition and related expenses in Box 1, as opposed to the previously reported amount billed in Box 2.

  • The 1098-T is a record of the financial information reported by Harvard to the IRS on a student's behalf. The information on form 1098-T can be used to help you determine if you are eligible for educational tax credits - American Opportunity and Lifetime Learning Tax Credit- when filing a U.S. tax return.
  • As of calendar(tax) year 2018, this information will include the total amount paid for qualified tuition and related expenses in a calendar year, as well as the total amount of scholarships or grants disbursed in the calendar year. Related expenses do not include charges for room, board, insurance, health fees, transportation or similar expenses.
  • If you need to review the individual payments made to your student account within a given calendar year, expand the Account Details section of your student account and filter the results by a specific date range.

Who is Eligible to Receive a 1098-T?

 

All eligible Harvard Students seeking academic credit who are:

  • US Citizens

  • Permanent residents

  • International students who have filed a US taxpayer number on their records

You will not receive a 1098-T if the amount paid for qualified tuition and related expenses in the calendar year is less than or equal to the total scholarships (including third-party sponsor payments) disbursed that year.

 

Access your 1098-T electronically (not available to delegates)

  • Log in with your Harvard credentials at my.harvard.edu*.

  • Make sure you disable your pop-up blocker.

  • Navigate to the “Student Accounts” tab in the left-menu and then select the link under “Paperless 1098T" **.

* Harvard Extension School students can obtain their 1098-T at https://tra.vangent.com).

 

**  If you did not opt-in to view your form electronically prior to the forms being issued in January, a paper copy should have been mailed to your permanent address. You can opt-in at any time to view your form electronically.

 

Tax Advice:

 

Harvard representatives are not permitted to give you individual tax advice, but if you have questions, or encounter complicated tax situations, we suggest you seek the counsel of an informed tax preparer, qualified accountant or attorney.

 

Please click here for more information about Form 1098-T.