1098-T Tax Form
In accordance with federal law, Case Western Reserve University annually reports qualified tuition and eligible expenses billed to US citizen and permanent resident students during the tax year. This form is made available to you electronically through SIS. Students who chose not to receive their form electronically will be mailed the tax return before February 1, 2017.
Although CWRU does not require that students provide their Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) upon registration, in order for the university to fully comply with its tax reporting responsibility, it should have each student’s current, correct SSN or ITIN for insertion in the 1098-T.
If you or someone who claims you as a dependent plan to deduct your educational expenses this year and your SSN or ITIN is not already in your SIS file, complete a CWRU Form W-9S (Social Security/Taxpayer Identification Number Form) and send it to the Office of the University Registrar by fax at 216.368.8711 or by mail to
Office of the University Registrar
Yost Hall, Room 135
10900 Euclid Ave.
Cleveland, Ohio 44106-7042
Due to sensitive information on the form, please do not e-mail the CWRU Form W-9S.
Change of Residency Status
Students whose citizenship status has changed during the year should report their change of status to the University Registrar or International Student Services. If the change resulted in the acquisition of a U.S. SSN or ITIN, you should also complete and submit a CWRU Form W-9S.
Accessing Form through SIS
- Log in to SIS at http://www.case.edu/sis
- In the "Finances" section of the SIS home page, click the "other financial" pull down menu.
- Select "View 1098-T".
- To view the current tax year data, click the current tax year form. You may have to consent to view this form online first by pressing the green "Grant Consent" button at the bottom of the page. Once consent is given, the form is available to viewed or printed from SIS.
Frequently Asked Questions
- When will my 1098-T be available? You will receive an email notification when your 1098-T is available in SIS. If you do not grant consent to have your 1098-T delivered electronically, you will receive a paper copy postmarked by January 31st.
- My 1098-T tax form is incomplete. Box 1 does not have any information even though I made payments to my account. How can I get this fixed? Educational institutions are given the option to report either payments received in Box 1 or total qualified tuition and expenses billed in Box 2. Case Western Reserve University has chosen to report charges, not payments received.
- What is included in Box 2 (Amounts billed)? All eligible tuition and fees, including activity fees, and certain nursing & some dental fees. By regulations, room, board, insurance, transportation, or other personal expenses cannot be included.
- I graduated and now I can't log into SIS. How can I get my 1098-T? SIS access is not removed when you leave the university. Please contact the University ITS Help Desk. You may need to reset your password.
- When I click on the tax form, nothing happens. How can I access my 1098-T? Please temporarily disable any popup blockers installed. Please contact the University ITS Help Desk for assistance.
- My tax form does not display my social security number. How can I get this fixed? The 1098-T form will only display the last four digits of your social security number. If the form is missing the last 4 digits of your social security number, please complete a CWRU Form W-9S and submit it to the Registrar's Office.
- My citizenship status is considered Nonresident Alien but I need a 1098-T tax form. How can I obtain a 1098-T? Please complete and submit the Nonresident Alien 1098-T Request Form.
- How do I file the 1098-T tax form with the IRS? The University does not give tax advice on how to use the form. If you have such questions, please contact your tax preparer or the IRS. The IRS has published information about the 1098-T tax form available online.