Fill Out Form 1098-T Online

What is a 1098-T form?

Form 1098-T, Tuition Statement, is an IRS information return that an eligible educational institution sends to a student who paid qualified tuition and related expenses during the year.

The student (or whoever claims them as a dependent) uses it to claim education tax credits, like the American Opportunity Credit or the Lifetime Learning Credit.

What is a 1098-T used for?

• Reports qualified tuition and related expenses billed or paid during the year.
• Reports scholarships and grants that reduced the amount the student paid.
• Supports a claim for an education tax credit on the student's or parent's tax return.

What information is required?

• The school's name, address, and Employer Identification Number (EIN).
• The student's name, address, and Social Security Number or ITIN.
• The total qualified tuition and related expenses paid.
• Any scholarships or grants received.

What do the boxes on a 1098-T mean?

• Box 1: payments received for qualified tuition and related expenses.
• Box 4: adjustments made for a prior year.
• Box 5: scholarships or grants.
• Box 8: whether the student was at least half-time.
• Box 9: whether the student was a graduate student.

How to fill out a 1098-T

• Enter the school's name, address, and EIN.
• Enter the student's name, address, and identification number.
• Box 1: enter qualified tuition and related expenses received.
• Box 5: enter any scholarships or grants.
• Check boxes 8 and 9 if they apply to the student's enrollment status.

The editor guides you field by field, so you can review every entry before you download.

Who needs to file one?

An eligible college, university, or vocational school generally sends a 1098-T to every student who paid qualified tuition during the year, unless an exception applies (for example, tuition fully covered by a formal billing arrangement with an employer or a scholarship).

When is a 1098-T due?

Schools generally send the student copy by January 31 following the tax year, so it is available in time to file that year's tax return.

Where can I get a blank 1098-T?

The blank form loaded on this page is the current official IRS revision, ready to fill in and download.