Form 1098-T, Tuition Statement
Form 1098-T reports the qualified tuition and related expenses a student paid to an eligible school during the year. Fill in the official IRS PDF below and download it.
This is the genuine IRS PDF, unmodified. Source: IRS official page.
What is 1098-T?
Form 1098-T, Tuition Statement, is filed by eligible educational institutions for each enrolled student with reportable transactions. Box 1 shows payments received for qualified tuition and related expenses, and other boxes cover scholarships and grants, adjustments to prior years, and enrollment status. Insurers who refund qualified tuition also file it.
Students and parents use the form when claiming education tax benefits such as the American opportunity credit and lifetime learning credit on Form 8863. The amounts are a starting point: your own records of what was actually paid control the credit calculation.
Who files 1098-T?
- Colleges, universities, and other eligible educational institutions, for each enrolled student with reportable transactions
- Insurers that made reimbursements or refunds of qualified tuition and related expenses
- Students and families receive the form and use it to claim education credits
- Schools are not required to file for some students, such as those whose tuition is entirely waived or covered by formal billing arrangements
How to fill out 1098-T
- Enter the school’s name, address, and EIN as the filer, then the student’s name, TIN, and address.
- Report payments received for qualified tuition and related expenses in box 1.
- Fill in scholarships or grants in box 5 and any adjustments to a prior year in boxes 4 and 6.
- Check the boxes for at least half-time enrollment and graduate student status as they apply.
- Download the finished PDF, furnish the student copy, and file Copy A with the IRS by the deadline in the current instructions.
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Frequently asked questions
Do I need Form 1098-T to claim an education credit?
Generally yes, you or your dependent should receive one from an eligible school to claim the American opportunity or lifetime learning credit, with limited exceptions in the Form 8863 instructions. Keep your own payment records too, since the credit is based on what you actually paid.
Why is box 1 different from what I paid?
Box 1 only counts payments for qualified tuition and related expenses, which exclude items like room and board, insurance, and transportation. Timing also matters: payments are reported in the year the school received them.
My scholarship was bigger than my tuition. What does that mean?
If box 5 exceeds box 1, part of the scholarship may be taxable income to the student, and there may be no credit to claim. The Form 8863 instructions and Publication 970 walk through the calculation.