{"id":195,"date":"2015-02-20T15:49:06","date_gmt":"2015-02-20T20:49:06","guid":{"rendered":"http:\/\/blog.etax.com\/?p=195"},"modified":"2015-02-09T15:51:34","modified_gmt":"2015-02-09T20:51:34","slug":"form-1098-t","status":"publish","type":"post","link":"https:\/\/www.etax.com\/blog\/2015\/02\/20\/form-1098-t\/","title":{"rendered":"What is the Form 1098-T?"},"content":{"rendered":"<p>The IRS Form 1098-T: Tuition Statement is sent to students who pay tuition at a qualifying college or similar higher education institutions. Any college, university, or vocational school that participates in the Department of Education programs for student aid are qualified institutions. The Form 1098-T lists expenses related to education, and can help determine the student\u2019s eligibility for deductions and tax credits related to tuition and education. If the student is categorized as a dependent, then the parents or guardians of the student may be granted eligibility for the credits and deductions.<!--more--><\/p>\n<p><strong><span style=\"text-decoration: underline;\">When to Expect the Form 1098-T<\/span><\/strong><\/p>\n<p>Schools send the form to any student who was responsible for the payment of certain educational expenses, such as:<\/p>\n<ul>\n<li>Tuition<\/li>\n<li>Fees paid toward enrollment<\/li>\n<li>Materials related to specific courses that were purchased from the school<\/li>\n<\/ul>\n<p>If a person other than the student paid for these expenses, like a parent or guardian, the student is still the one who receives the 1098-T. All schools need to send the form by January 31 of the next tax year.<\/p>\n<p><strong><span style=\"text-decoration: underline;\">How qualified Expenses are reported<\/span><\/strong><\/p>\n<p>There are two methods for reporting expenses a student incurred. The school can opt to report the amount a student actually paid, by listing the total in Box 1 of the form, or they can report how much they billed the student, as evident in Box 2.<\/p>\n<p><strong><span style=\"text-decoration: underline;\">Scholarships and other Adjustments<\/span><\/strong><\/p>\n<p>If a school has adjusted the qualifying expenses from a previous year\u2019s 1098-T, it will be reported in Box 4.<\/p>\n<p>Students who received grants or scholarships to help offset expenses will show an amount in Box 5. This amount may reduce the total qualifying expenses that can be used toward a credit or <a href=\"https:\/\/www.etax.com\/blog\/2026\/02\/19\/new-auto-loan-interest-deduction-how-to-save-up-to-10000-on-your-taxes-2025-2028\/\">deduction<\/a>.<\/p>\n<p>Any amounts listed in Box 6 relate to adjustments made by the school to scholarship or grant reporting on a previous year\u2019s 1098-T.<\/p>\n<p><strong><span style=\"text-decoration: underline;\">Important Information<\/span><\/strong><\/p>\n<p>Box 7 of the 1098-T refers to the amounts listed in Box 1 or 2, and whether they include an academic term that extends beyond the coverage time of the year\u2019s 1098-T, rolling over into the first three months of the next year.<\/p>\n<p>Box 8 is checked when a student is considered half time enrollment. Box 9 relates to graduate level students.<\/p>\n<p>Some students may enroll in a tuition insurance policy which can cover some expenses if the student has to withdraw from the school for medical reasons or emergencies, and only after payment of tuition which can\u2019t be refunded. In these cases, Box 10 will indicate the student has been reimbursed through this policy.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The IRS Form 1098-T: Tuition Statement is sent to students who pay tuition at a qualifying college or similar higher education institutions. Any college, university, or vocational school that participates in the Department of Education programs for student aid are qualified institutions. The Form 1098-T lists expenses related to education, and can help determine the [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[124,123,125],"tags":[257,155,258],"class_list":["post-195","post","type-post","status-publish","format-standard","hentry","category-credits-2","category-deductions-2","category-general-filing","tag-1098-t","tag-education-credits","tag-tuition-statement"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>What is the Form 1098-T? - eTax.com\u00ae Blog<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.etax.com\/blog\/2015\/02\/20\/form-1098-t\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What is the Form 1098-T? - eTax.com\u00ae Blog\" \/>\n<meta property=\"og:description\" content=\"The IRS Form 1098-T: Tuition Statement is sent to students who pay tuition at a qualifying college or similar higher education institutions. 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