1098-T PDF form

Understand your document

What is 1098-T?

Form 1098-T reports tuition-related information from eligible educational institutions and certain insurers. Payments, scholarships and prior-year adjustments use separate boxes. It is supporting information, not an automatic calculation of an education credit.

Records to gather

• Institution/filer name, EIN, address and contact details
• Student name, TIN, address and account reference
• Qualified tuition payments, scholarships and prior-year adjustments
• Applicable half-time, graduate-student and academic-period indicators

Fields you will work through

The guided editor groups the supported fields into practical steps. The available fields follow the chosen revision.

Document details

Are you preparing more than one statement for separate accounts of this recipient?

Issuer

Filer name · Filer street address · Filer room or suite

Recipient

Student TIN · Student name · Student street address

Reported amounts

1 Payments received for qualified tuition and related expenses · 4 Adjustments for a prior year · 5 Scholarships or grants

Additional information

Account number

Check before using your PDF

• Check scholarships and payment amounts independently rather than netting them into one box.
• Verify student status and academic-period indicators with institution records for the selected year.

After you prepare the document

Institutions should follow statement and filing requirements. Students should obtain corrections or replacements directly from the institution and retain payment records.