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Form 1098-T: Tuition Statement
Issued by educational institutions reporting tuition paid and scholarships.
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IRS Form 1098-T - Tuition Statement
Issued by educational institutions reporting tuition paid and scholarships.
Risk Radar
Scan points- 1Box 1 may show amounts billed, not amounts paid — check with school if they use paid or billed method
- 2Missing Box 5 scholarships — reduces eligible expenses for credit calculation
- 3Claiming credit when parent is eligible — student cannot claim credit if parent can claim them as dependent
- 4Using 1098-T for non-qualified expenses — room, board, and fees not required for enrollment don't qualify
- 5Not including 1098-T information from multiple schools — if student attended more than one institution
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.
Submission Date
- Filing date: Institution must provide by January 31 of the following year.
- Preparation window: collect IDs, supporting records, and signatures in advance.
- Final review: verify names, dates, and required fields before submission.
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Compact field-by-field guide
Institution
1 items
College, university, or vocational school that issued the form.
Student
1 items
Student's SSN/ITIN and full legal name.
Box 1
1 items
Total tuition and fees paid in the calendar year for academic periods.
Box 5
1 items
Scholarships, fellowships, and grants received. May reduce the eligible credit amount.
Box 8
1 items
Checked if enrolled at least half-time in at least one academic period. Required for American Opportunity Credit.
Box 9
1 items
Checked if student is enrolled in a graduate program.
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Questions about IRS Form 1098-T
What is IRS Form 1098-T used for?
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.
Who must file IRS Form 1098-T?
Students (or their parents if claimed as dependent) who paid qualified tuition and fees to an eligible educational institution during the tax year.
What information does IRS Form 1098-T require?
Tuition statement reporting payments received for qualified tuition (Box 1) and scholarships/grants (Box 5) from an eligible educational institution.
When is IRS Form 1098-T due?
Institution must provide by January 31 of the following year.
Where do I file IRS Form 1098-T?
Provided by the educational institution (college, university, vocational school) by mail or online portal.
How do I complete IRS Form 1098-T?
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).
What happens if IRS Form 1098-T is filed incorrectly?
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).
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