IRS

Form 1098-T

Rev. 2024

Tuition Statement

Issued by educational institutions reporting tuition paid and scholarships.

✦ Fill in AI Editor

Need help? AI Editor guides you through every field of Form 1098-T.

Start filling →

Plain English

Form 1098-T is your tuition statement from a college or vocational school. It reports the tuition and fees you paid and any scholarships or grants you received. You use it to claim education tax credits like the American Opportunity Credit or Lifetime Learning Credit.

Quick Facts

Who: Students (or their parents if claimed as dependent) who paid qualified tuition and fees to an eligible educational institution during the tax year.
What: Tuition statement reporting payments received for qualified tuition (Box 1) and scholarships/grants (Box 5) from an eligible educational institution.
When: Institution must provide by January 31 of the following year.
Where: Provided by the educational institution (college, university, vocational school) by mail or online portal.
Why: Form 1098-T is required to claim education tax credits (American Opportunity Credit up to $2,500 or Lifetime Learning Credit up to $2,000 per return).
How: Use Box 1 (tuition paid, minus scholarships) to calculate eligible education expenses. Box 5 reduces the qualified expenses. Claim education credit on Form 8863 (attached to Form 1040).

Common Risks & Mistakes

  • •Box 1 may show amounts billed, not amounts paid — check with school if they use paid or billed method
  • •Missing Box 5 scholarships — reduces eligible expenses for credit calculation
  • •Claiming credit when parent is eligible — student cannot claim credit if parent can claim them as dependent
  • •Using 1098-T for non-qualified expenses — room, board, and fees not required for enrollment don't qualify
  • •Not including 1098-T information from multiple schools — if student attended more than one institution

AI Assistant

Get field-by-field guidance, auto-fill suggestions, and error detection.

Try it now →

Field-by-Field Guide

Institution
Institution's Name & EINREQUIREDtext

College, university, or vocational school that issued the form.

Student
Student's TIN & NameREQUIREDtext

Student's SSN/ITIN and full legal name.

Box 1
Payments Received for Qualified TuitionREQUIREDamount

Total tuition and fees paid in the calendar year for academic periods.

Box 5
Scholarships or Grantsamount

Scholarships, fellowships, and grants received. May reduce the eligible credit amount.

Box 8
At Least Half-Time Studentcheckbox

Checked if enrolled at least half-time in at least one academic period. Required for American Opportunity Credit.

Box 9
Graduate Studentcheckbox

Checked if student is enrolled in a graduate program.

Almost done reviewing the fields?

✦ Open in AI Editor

Form Stats

6
Fields
3
Required
6
Sections

Downloads

Blank Form 1098-T↗Instructions↗

Fill Form 1098-T

AI-powered guidance for every field

✦ Open AI Editor

Free to start · No account required

Ready to get started?

6 fields · 6 sections · AI-powered guidance

✦ Open in AI Editor with guided fill

Disclaimer: We do not provide legal advice. We translate legal language into plain English and help you prepare for a conversation with a lawyer.