Attention: Copy A of this form is provided for informational purposes only. Copy A appears in red, similar to the official IRS form. The official printed version of Copy A of this IRS form is scalable,.
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How to fill out the IRS 1098-T online
Filling out the IRS 1098-T form online is an essential step for students and educational institutions to report qualified tuition and related expenses. This guide provides detailed, step-by-step instructions to assist users in completing the form accurately and efficiently.
Follow the steps to fill out the IRS 1098-T form online.
- Click the ‘Get Form’ button to access the IRS 1098-T online form and open it in an editing interface.
- Enter the filer's name, address, and contact information in the designated fields. Ensure that this information accurately reflects the educational institution or individual providing the information.
- Provide the FILER’S employer identification number in the corresponding field to identify the institution filing the form.
- Input the student's taxpayer identification number (TIN) in the designated box to identify the recipient of the tuition information.
- Fill in the student's name and address, including any apartment number, along with the city, state, and ZIP code.
- In Box 1, report the total payments received for qualified tuition and related expenses during the year.
- Complete Box 5 with the total amount of scholarships or grants processed by the institution, as this may affect tax credits for the student.
- If applicable, enter adjustments to scholarships or grants for a prior year in Box 6, noting how it may influence the previous year’s tax claims.
- Check the appropriate boxes if the student qualifies as at least a half-time student or is a graduate student, as indicated in Boxes 8 and 9.
- Finally, review all filled information thoroughly; once confirmed, save the changes, download, print, or share the completed form as necessary.
Complete your IRS 1098-T form online today and ensure accurate reporting of your educational expenses.
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What is the 1098-T form used for?
The Form 1098-T is a statement that colleges and universities are required to issue to certain students. It provides the total dollar amount paid by the student for what is referred to as qualified tuition and related expenses (or “QTRE”) in a single tax year.
How do I get my 1098-T from the IRS?
To ease statement furnishing requirements, Copies B and C of Forms 1098-E and 1098-T are fillable online in a PDF format, available at IRS.gov/Form1098E or IRS.gov/Form1098T. You can complete these copies online for furnishing statements to recipients and for retaining in your own files.
What do I do if I did not receive a 1098-T?
If the student should have, but did not receive the Form 1098-T, contact the school for a copy.
Can I download my 1098 online?
You can download your 1098-E from your servicer's website. (You can't download your 1098-E from StudentAid.gov.) If you're not sure who your loan servicer is, you can log in to StudentAid.gov to get your servicer's contact information. You can also call the Federal Student Aid Information Center at 1-800-433-3243.
How does a 1098-T affect my taxes?
The IRS Form 1098-T is an information form filed with the Internal Revenue Service. You, or the person who may claim you as a dependent, may be able to claim an education tax credit on IRS Form 1040 for the qualified tuition and related expenses that were actually paid during the calendar year.
Are 1098-T forms sent to the IRS?
See if you qualify. Eligible post-secondary institutions are required to send Form 1098-T to tuition-paying students by January 31 and file a copy with the IRS by February 28. Schools use Box 1 of the form to report the payments received.
How do I get my 1098 form from the IRS?
The current Instructions for Form 1098. To order these instructions and additional forms, go to .irs.gov/EmployerForms.
Do I have to file 1098-T with IRS?
You are not required to attach IRS Form 1098-T to your tax return. The IRS Form 1098-T is not like the IRS Form W-2 obtained from your employer, which is required to be attached to the tax return filed with the IRS.
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