1098-T Tax Information

1098-T Tax Form

In accordance with federal law, Case Western Reserve University annually reports payments received for qualified tuition and related expenses billed to U.S. 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 form by January 31st. 

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.

Nonresident Alien Request Process

Per Internal Revenue Services regulations, Case Western Reserve University is not required to complete a 1098-T Tax Form to non-resident alien students. However, the IRS does require the university to provide the tax form upon request by the student. 

Beginning with tax year 2025, you can submit a one-time request (Opt-In for the Form 1098-T) using the Student Information System (SIS). This Opt-In will apply to the current and future tax year(s). If you’re unsure whether you will file a U.S. personal tax return, we recommend opting in; you may keep the form for future use.

Action Required:

To request that the university issue a Form 1098-T, please opt in using the steps below:

• Login to sis.case.edu

• Navigate to Student Home > Finances > Tuition Tax Form

• In Tuition Tax Form page, click on Opt-In button if enabled (disabled if already opted-in)

We are no longer processing Form 1098-T requests for tax years 2024 or earlier.   

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.

For tax year 2025, if you have updated your residency status in SIS after January 2, 2026, you will also need to submit a request. The process of submitting a request will be communicated to nonresidents by January 15, 2026. 

Accessing Form through SIS

1. Log into SIS at case.edu/sis
2. Click the "Finances" tile on the Student Home and then the "Tuition Tax Form" tile.
3. Click the desired tax year to access a PDF version of the 1098-T form.
4. To view the current tax year data, click the current tax year form. If you Opt-Out to view the form online, you will need to Opt-In to view or print the form in SIS.