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IRS 1098-T 2018 free printable template

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Future developments. For the latest information about developments related to Form 1098-T and its instructions such as legislation enacted after they were published go to Copy C For Filer Paperwork Reduction Act Notice see To complete Form 1098-T use Returns and the 2018 Instructions for Forms 1098-E and 1098-T. It has changed its method of reporting if the method payments received used for 2018 is different than the reporting method amounts billed for 2017. You should be aware of this...
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How to fill out IRS 1098-T

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How to fill out IRS 1098-T

01
Obtain the IRS Form 1098-T from your educational institution.
02
Enter your personal information in the designated fields, including your name and Social Security number.
03
Record the name and Employer Identification Number (EIN) of the institution in the appropriate section.
04
Fill in Box 1 for the amount of qualified tuition and related expenses billed to you during the tax year.
05
Complete Box 2 to indicate any scholarships or grants received during the year.
06
If applicable, fill out Box 4 for adjustments made to tuition amounts reported in a prior year.
07
If you received any reimbursements, indicate this in Box 5.
08
Make sure to review all the entries for accuracy before submitting.

Who needs IRS 1098-T?

01
Students who paid qualifying tuition and related expenses to a higher education institution.
02
Individuals who received scholarships or grants for their education.
03
Parents or guardians of dependent students who are filing taxes related to education costs.
04
Educational institutions that provide information on tuition payments to students.

Who needs to file the 1098-T form?

This form must be filed by the eligible educational institutions for each enrolled student for whom a reportable transaction is made. Taxpayers who paid tuition and qualified related expenses should receive a copy of the Form 1098-T (Copy B) from the educational institution. Information from the Form 1098-T is reported on the student’s tax return, or the tax return of the person who paid the tuition and other qualified related expenses.

What is the purpose of the 1098-T form?

The educational institution uses this form to report tuition payments and other qualified related expenses for enrolled students to the IRS. This form allows the student or the person who paid the tuition and other qualified related expenses, to claim a deduction for those payments.

Is the Form 1098 T accompanied by other forms?

This form is attached to the IRS form 1096. If students have received a student loan, the Form 1098-T should be accompanied by the Form 1098-E, which is used to report student loan interest paid. In some cases, students may also qualify for educations credits, such as the American Opportunity Credit or the Lifetime Learning Credit. If this is the case, the Form 8863 is also completed and attached to the tax return (Form 1040).

When is the Form 1098-T due?

The Form 1098 T must be filed by the institution for each new student within 30 days after the first day of the academic period. The taxpayer has to file this form with the IRS by the 31st of January 2017 or 31st of March in case of e-filing.

What information should be provided in the Form 1098-T?

The filler has to indicate his/her name, address, federal identification number, the paid sum of money, name and address of the student, and check appropriate boxes to provide more details.

What do I do with the form after its completion?

The completed form is forwarded to the student (payer) and filed with the local IRS office as well.

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Click on any of the forms below and you can complete and sign them via an online editor. When completed, select one of the save options and then you can download, print, and mail in your 2018 Return. Find 2018 state income tax forms.
This IRS form is commonly used to provide information about educational expenses that may qualify a student or their parents or guardian for educational tax credits. Create a free 1098-T Form in minutes with our professional document builder.
To retrieve, log into the Student Portal. Then click on Resources>Business Office>Retrieve Your 1098-T. If a student is not eligible for a 1098-T, they will receive a message indicating that and why they may not be eligible. The Filer's Federal Identification Number should already be populated in the form.
Your college or career school will provide your 1098-T form electronically or by postal mail if you paid any qualified tuition and related education expenses during the previous calendar year.

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IRS 1098-T is a tax form used by eligible educational institutions to report information about their students to the IRS, specifically regarding tuition payments and related educational costs.
Eligible educational institutions, including colleges and universities, are required to file IRS 1098-T for each student they enroll and for whom a reportable transaction is made.
IRS 1098-T is filled out by gathering the student's information, reporting the amount of qualified tuition and related expenses billed, scholarships or grants applied, and other relevant financial data.
The purpose of IRS 1098-T is to provide students and the IRS with information that may allow students to qualify for education-related tax credits.
The information reported on IRS 1098-T includes the student's name, address, taxpayer identification number, the institution's name and identification number, tuition amounts, scholarships or grants received, and whether the student was at least a half-time student.
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