# 1098-T Form

URL: https://pdf.net/pdf-forms/tax-forms/1098-t-form
Category: Tax Forms
Attributes: Official IRS form, Trusted by accountants, Filled annually

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 submit it electronically.

## Versions

- 2025 — [download PDF](https://cdn.sanity.io/files/i16te7yp/production/8cc974791cacbef8d2918c5df3bd97a8ae47c8af.pdf)

## How to Fill Out Form 1098-T?

Step 1: 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 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.

## Facts

### What Is Form 1098-T?

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 this form to calculate and claim it on Form 1040 or 1040-SR.

### Who Is Required to File Form 1098-T?

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.

### When Is Form 1098-T Due for Submission?

Form 1098-T is due for submission to the IRS by the end of February when filing by mail or by the end of March when filing electronically. Educational institutions are also expected to furnish a copy of this form to students, which must be done by the 31st January for the previous tax year.

### What Are the Penalties for Not Submitting Form 1098-T?

The penalties for not submitting Form 1098-T change every year due to inflation, and their exact amount depends on how late the form is. Currently, the amount ranges between $60 and $340 per form.

### Where Do I File Form 1098-T?

You should file Form 1098-T with the IRS, either by mail or electronically. Also, a copy of this document must be provided to students so they can claim an educational tax credit.

## Related forms

- [Form 8863](https://pdf.net/pdf-forms/education-forms/form-8863)
- [Form 1099-Q](https://pdf.net/pdf-forms/education-forms/form-1099-q)
- [Form 8962](https://pdf.net/pdf-forms/tax-forms/8962-form)
- [Schedule A (Form 1040)](https://pdf.net/pdf-forms/tax-forms/schedule-a-form-1040)
- [1040 Form](https://pdf.net/pdf-forms/tax-forms/1040-form)