Tax credit overview

Due to a mandatory change to institutional reporting requirements under federal law, beginning with tax year 2018, NAU will report in Box 1, the amount of tuition and fees paid during the calendar year.  In previous years, NAU reported in Box 2 of the 1098-T form, that represented the tuition and mandatory fees that were billed to a student’s account for the calendar year.

As a student, you may be eligible for education tax credit and benefits. Read over tax incentives for higher education to find out more, and check out the following information below for details on new education tax benefits. For detailed tax information please review our Tax Credit FAQ’s.

To view/accessing 1098-Ts:

1. Log in to LOUIE at nau.edu/louie
2. Click on “View 1098T Forms” under the Finances section
3. Click on the year button to view your 1098-T form

In order to view your form, you will need to have your pop-up blocker disabled, and the most updated version of Adobe PDF viewer. We recommend using the latest version of the Internet Explorer, FireFox, or Chrome web browsers.

We can be reached for questions regarding the 1098-T tax form by phone or e-mail.

• 1098-T Tax Line: 928-523-9485
• TaxCredit1098T@nau.edu

New education tax benefits

The Taxpayer Relief Act of 1997 provides new educational tax benefits for eligible taxpayers, including:

• Tax credits & deductions
• Tax deduction for student loan interest

Tax reporting IRS Form 1098-T Policy