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.

As of calendar (tax) year 2018, this information 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, board, 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.

New For the 2021 Tax Year

The Harvard Summer School, along with Harvard Extension School, has partnered with ECSI to make 1098-T forms available in the Student Finance Portal on MyDCE.

Accessing Your 2021 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 10, 2022, 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, 2022. Students should verify and update their mailing address and email address online before December 31, 2021 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:

Accessing Prior Year 1098-T Forms

1098-T forms from 2017, 2018, 2019, 2020 are currently available, as they have been, on the Maximus Federal site.

If You Were Enrolled Elsewhere in The University

If you enrolled elsewhere in Harvard University in 2021, you will receive a separate 1098-T form with your term-time charges and payments.