Taxpayer Information (1098-T)

The Taxpayer Relief Act of 1997 may reduce your federal income tax liability. To help you determine whether you're eligible for federal tax credits related to education expenses, you will receive a 1098-T form. 

By the first week in February, you will receive in the mail your Federal Tax Form 1098-T, which documents your enrollment at Nazareth University to the Internal Revenue Service and your (or your parents') possible eligibility for various federal income tax credits, namely the American Opportunity Tax Credit (Hope Credit) and Lifetime Learning Tax Credit.

Nazareth University cannot determine your eligibility for these tax credits, nor the amount you may claim. Consult your tax preparer or the IRS for advice and detailed information regarding the provisions of the Taxpayer Relief Act of 1997. IRS Publication 970, Tax Benefits for Education, found from the IRS website, explains tax benefits for higher education and may be beneficial in preparing your tax returns. The IRS can be reached at 800-829-1040 or www.irs.gov

Get your 1098-T tax document electronically

As of the 2017 tax year, eligible students can receive an electronic copy of the 1098-T tax form through NazNet Self-Service. In addition to reducing paper, the other advantages to an electronic 1098-T are: 

  • Earlier access to your form.
  • Access is possible from any location at any time.
  • Less opportunity for it to become lost or stolen.

By consenting to view the 1098-T electronically, you will consent to no longer receiving a paper form 1098-T. You will have access to view and print all of your current and future 1098-T statements until you remove your consent. The electronic 1098-T form is identical to a printed form. At any time you can return to the consent form in NazNet Self-Service to remove your consent. Removing consent is effective immediately and can be verified by visiting the form at any time. Removing consent applies to all future 1098-T forms issued. Previously issued 1098-T's will not be reissued as paper forms if consent is revoked.

To consent to view your 1098-T electronically:

  • Login to NazNet Self-Service
  • Click on "Tax Information"
  • Select the "1098-T Information" tab
  • At the top of the screen select the option button to receive your 1098-T in electronic format. When available, the 1098-T can be found at the bottom of this screen.
  • Consent can be withheld by selecting the option button at the bottom of the screen.

Electronic 1098-T forms will be available to view until at least December 31st of the year following original issuance. Electronic viewing of 1098-T forms is not available to students who withdraw from the University prior to graduation and to those who do not grant consent to view their forms online.

If you don't make a selection, your 1098-T form will be mailed to you and you won't be able to view it online. Students consenting to receive an electronic 1098-T will receive an e-mail by the end of January indicating that they are available.

If your contact or address information changes please update with the Registration & Records Office at: https://forms.naz.edu/login/?next=/registrar/change_address/ (requires myNaz login)

Students who need a 1098-T from a tax year prior to 2017 should reach out to Student Accounts. Nazareth University no longer uses Xerox Technology Services to process the 1098-T forms.

Hardware and Software requirements to view electronic 1098-T forms:

To access and retain electronic communications, you must have: 
  • An Internet browser that supports 128-bit encryption and Adobe Acrobat Reader (a free copy of this software can be downloaded at www.adobe.com);
  • A personal computer, operating system, and telecommunications connections to the Internet capable of supporting the foregoing; and
  • Sufficient electronic storage capacity on your hard drive or other data storage facility, or a printer that is capable of printing from your Internet browser and e-mail software.