Taxpayer Relief Act of 1997 And Form 1098-T

This information is only for US tax filers. 

The Harvard Summer School must report specific student financial and registration information on a student’s behalf each tax year to the US Internal Revenue Service (IRS). The information on form 1098-T can be used to help you determine if you are eligible for educational tax credits – American Opportunity Tax Credit and Lifetime Learning Tax credit – when filing a US tax return. 

 The 1098-T form includes the total amount paid for qualified tuition and related expenses in a calendar year (January 1 through December 31), as well as the total amount of scholarships or grants disbursed in the calendar year. Related expenses do not include charges for room, meal plan, insurance, health fees, transportation, or similar expenses. 

Students are encouraged to provide the Summer School with their Social Security Number or Taxpayer ID number (TIN) to ensure their enrollment and financial information is reported correctly to the IRS. 

The Harvard Summer School, along with Harvard Extension School have partnered with Heartland ECSI to provide the 1098-T Form. 

Accessing Your 2024 1098-T Form 

Students may choose to receive their 1098-T form electronically by consenting in the Student Finance Portal through MyDCE. If you do not consent to only receive an electronic copy by January 1, 2025, a paper form will also be mailed to the address on file. Students who consent to receive their forms electronically will not receive a paper copy. All forms will be available electronically. 

Students will receive an email notification when the electronic copy is available in the Student Finance Portal, through MyDCE. Forms typically become available in mid-to-late January. 

Once forms become available online, electronic copies can be viewed at any time. 

Paper copies will be mailed to students beginning January 31, 2025. Students should verify and update their mailing address and email address online before December 31, 2024 to ensure prompt delivery and receipt of their 1098-T forms. 

Tax Advice 

Harvard representatives are not permitted to give tax advice. Students should direct questions about their eligibility for the American Opportunity Credit and Lifetime Learning Credit to their tax advisors or visit the IRS website https://www.irs.gov/individuals/students  for more information. 

These IRS links may also be helpful: 

If You Were Enrolled Elsewhere in The University 

If you enrolled elsewhere in Harvard University in 2024, you will receive a separate 1098-T form with your term-time charges and payments.