Form 1098-T: Tuition Statement
Colleges and universities report qualified tuition payments and scholarships for each enrolled student. Students and parents use it to claim education credits on Form 8863.
Easy PDF filling and editing
- Fill out forms in your browser without installing software
- Files are processed on our own server and not shared with third parties
- Instant export of the completed document in PDF format
Instructions for filling out Form 1098-T: Tuition Statement
This template is used for official filing and documentation. Below are detailed instructions for completing, requirement details, and submission rules.
Who needs to fill out this document?
This form is designed for use by legal entities, individuals, or authorized representatives in the following cases:
- College and graduate students.
- Parents claiming education credits for a dependent.
- Eligible educational institutions.
What you will need before starting
Before filling out the interactive form, prepare the following details and documents:
Step-by-step filling process
- Enter school and student: Filer and student information.
- Report payments: Box 1 payments received for qualified expenses.
- Report scholarships and adjustments: Boxes 4-6 for prior-year adjustments and grants.
- Furnish by January 31: Most schools provide it online in the student portal.
Frequently Asked Questions (FAQ)
Does the 1098-T show my full credit amount?
No. Use your own records of what you paid; box 1 may not match what you can claim.
Are scholarships taxable?
They can be if they exceed qualified tuition and fees or pay for room and board.
I didn't get a 1098-T. Can I still claim a credit?
Generally you need one, though exceptions exist. Ask the school first.
Ready to fill out Form 1098-T: Tuition Statement?
Open the editor, enter the required details, and download your document in a couple of minutes.
Proceed to fill out →