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Information about Form 1098-T, Tuition Statement, including recent updates, related forms and instructions on how to file. Form 1098-T is used by eligible educational institutions to report for each student the enrolled amounts they received for qualified tuition and related expense payments.

Form 1098-T, Tuition Statement (Info Copy Only), is used by eligible educational institutions to report for each student the enrolled amounts they received for qualified tuition and related expense payments.

File Form 1098-E, Student Loan Interest Statement, if you receive student loan interest of $600 or more from an individual during the year in the course of your trade or business. File Form 1098-T, Tuition Statement, if you are an eligible educational institution. You must file for each student you enroll and for whom a reportable transaction is made. Also, if you are an insurer, file Form 1098-T for each individual to whom you made reimbursements or refunds of qualified tuition and related expenses.

Publication 5197, Students and parents - Why Form 1098-T is important to you?

Tuition and other educational benefits provided by Indian tribes to tribal members under the Tribal General Welfare Exclusion Act of 2014 (the Act) are not taxable and are not subject to information reporting requirements if such benefits meet the requirements of the Act. Tribal students who receive these nontaxable educational benefits paid by the tribe should not include them on their federal income tax return even if they're shown on a Form 1098-T, Tuition Statement, from the educational institution.

Requirements for electronic delivery of Form 1098-T by exempt educational institutions

VTA 2017-01 Claiming Education Benefits Without a Form 1098-T

All eligible educational institutions are required to file a Form 1098-T, Tuition Statement, with the Internal Revenue Service for each enrolled student with a reportable transaction during the taxable year.

Electronically file for free with the Information Returns Intake System (IRIS). Individual and bulk forms. File direct through the taxpayer portal or use software through IRIS Application to Application. Tax year 2022 and later: All Forms 1099. Tax year 2023 (portal only): Forms 1097-BTC, 1098, 1098-C, 1098-E, 1098-F, 1098-Q, 1098-T, 3921, 3922, 5498, 5498-ESA, 5498-SA and W-2G.

Find answers to common questions about the education credits, including the American Opportunity Tax Credit (AOTC) and the Lifetime Learning Credit (LLC).