The 1098-T Form is filed by eligible educational institutions to report information on qualified tuition and related expenses, thus helping students or their guardians determine whether they can claim an educational tax credit.
Select our editable 1098-T Form from our PDF Tax Forms hub and open it directly in our editor. Once you input the required information, you can download it to your device to print it or send it to the student electronically.
Step 1: For paper filing, order Copy A of Form 1098-T from the IRS
Step 2: Open Copy B of the fillable tax form in our editor.
Step 3: Follow the instructions on the 1098-T Form and enter the information.
Step 4: Download the 1098-T Form (Copy B).
Step 5: Add the same information to Copy A.
Step 6: Fill out Form 1096.
Step 7: File Copy A and Form 1096 with the IRS and furnish Copy B to the student.
Form 1098-T, or Tuition Statement, is a detailed report on qualified tuition and related expenses that helps students and their guardians determine whether they are eligible for an educational tax credit. If so, they can use the amounts on this form to calculate the credit on Form 8863 and claim it on Form 1040 or 1040-SR.
Eligible educational institutions, such as colleges, universities, vocational schools, and other postsecondary institutions that can participate in the Department of Education’s student aid programs, are required to file Form 1098-T. Insurers that reimburse or refund qualified tuition must file it as well.
Form 1098-T is due for submission to the IRS by the end of February when filing on paper or by the end of March when filing electronically. Educational institutions must also furnish a copy to students by January 31 for the previous tax year. If a deadline falls on a weekend or holiday, it moves to the next business day, and Form 8809 gives filers an automatic 30-day extension for filing with the IRS.
The penalties for submitting Form 1098-T on time range from $60 to $340 per form, depending on how late it is, and intentional disregard costs at least $680 per form. These amounts are adjusted for inflation every year; the ones given here apply to forms due in 2026.
You should file Form 1098-T with the IRS, either on paper by mail or electronically, and filers with 10 or more information returns in total must file electronically. A copy must also be furnished to students so they can use it to claim an educational tax credit.
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You can get a blank Form 1098-T from our website or directly from the IRS. If you opt for our website, you can immediately open it in our editor and fill it out directly.
Form 1098-T needs to be filed annually, as it is used for educational tax credit claims, which are submitted every year. Educational institutions file this form at the beginning of the year for the previous tax year.
If your Form 1098-T is missing information, you should contact your educational institution to have it corrected. This is especially important if the student's Taxpayer Identification Number (TIN) is missing, as the IRS may impose penalties on both the institution and the student. Before filing, it’s always a good idea to cross-check the document with a 1098-T Form example to make sure everything is in order.
You can fill out your Form 1098-T online by opening it in our PDF editor and directly typing information there.
This form is free to view and edit, but if you want to download the completed IRS 1098-T Form, you need to pay for a subscription plan.
You can correct mistakes after submitting Form 1098-T, but you must send an updated document to the IRS with the “CORRECTED” box checked. Plus, you should also prepare a new Form 1096 and give the student a corrected copy.