Get About Form 1098-e, Student Loan Interest Statement

Filling out the About Form 1098-E, Student Loan Interest Statement, is an important step for those seeking to report student loan interest for tax purposes. This guide provides clear instructions for completing the form online, ensuring you understand each section and can accurately provide the necessary information.

Follow the steps to complete Form 1098-E online.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred online document tool.
2. Enter the recipient's/lender's name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number in the appropriate fields.
3. Fill in the recipient's taxpayer identification number (TIN) and the borrower's taxpayer identification number (TIN). For privacy, this may only show the last four digits.
4. In Box 1, enter the total amount of student loan interest received by the lender during the year, as applicable.
5. Complete the borrower’s name and their street address, including the apartment number if applicable.
6. Indicate in Box 2 if the loan origination fees and/or capitalized interest are not included in Box 1 for loans made before September 1, 2004, by checking the corresponding box if necessary.
7. Fill in the account number if applicable, as assigned by the lender to distinguish your account.
8. Review all the information entered for accuracy and completeness.
9. Save your changes, and choose the option to download, print, or share the completed Form 1098-E.

Complete your documents online efficiently and accurately today.