Get the free 1098-T Paper Statement Request Form Note: To ... - ETSU.edu - etsu

Note: To receive a paper IRS tax form 1098-T for the current tax year, the Bursary#39’s office ... Tax Year: 2016 ... Signature:.

How to fill out 1098-t paper statement request

How to fill out 1098-t paper statement request

1. To fill out the 1098-T paper statement request, follow these steps:
2. Obtain the 1098-T paper form from the appropriate source. It can be obtained from the educational institution you attended or downloaded from the IRS website.
3. Review the instructions provided with the form carefully. Make sure you understand all the requirements and guidelines for filling out the form accurately.
4. Gather all the necessary information and documents. You will need your personal information, such as your name, address, and social security number.
5. Enter your educational institution's information. Provide the name, address, and federal identification number (EIN) of the institution.
6. Fill out the box 1 with the amount of qualified tuition and related expenses billed during the year. This information can usually be found on your student account statement or invoice.
7. Complete box 2 if the amount in box 1 represents adjustments made for a prior year. This is only applicable if you received a refund or reduction in charges for a previous tax year.
8. Check the appropriate box in box 3 to indicate whether the educational institution changed its reporting method for calendar year 2018.
9. If you were enrolled at least half-time during the tax year, mark the checkbox in box 4. This confirms that you were pursuing a degree or other recognized education credential.
10. Provide your name, address, and taxpayer identification number (usually your social security number) in the designated boxes on the form.
11. If you want a copy of your 1098-T statement mailed to a third party, such as a parent or guardian, enter their name and address in the appropriate section.
12. Double-check all the information you have entered on the form to ensure its accuracy.
13. Sign and date the paper statement request form.
14. Make a copy of the completed form for your records before submitting it.
15. Submit the completed and signed form to the designated address provided on the form or as instructed by your educational institution.

Who needs 1098-t paper statement request?

1. Anyone who paid qualified tuition and related expenses to an eligible educational institution during the tax year may need to request a 1098-T paper statement. This includes individuals who are eligible for certain education-related tax benefits, such as the American Opportunity Credit or the Lifetime Learning Credit. It is important to consult with a tax advisor or the IRS guidelines to determine if you need a 1098-T paper statement for your specific tax situation.

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What is 1098-t paper statement request?

The 1098-T form is used in the United States by eligible educational institutions to report payments received for qualified tuition and related expenses. Students can use this form to claim education-related tax credits or deductions.

Who is required to file 1098-t paper statement request?

Eligible educational institutions are required to file the 1098-T form for each student who paid qualified tuition and related expenses during the tax year.

How to fill out 1098-t paper statement request?

The educational institution must accurately report the payments received for qualified tuition and related expenses, as well as any scholarships or grants applied during the tax year.

What is the purpose of 1098-t paper statement request?

The purpose of the 1098-T form is to assist students in claiming education-related tax credits or deductions on their federal income tax returns.

What information must be reported on 1098-t paper statement request?

The 1098-T form must include the student's name, address, taxpayer identification number (such as a Social Security number), and the amount of payments received for qualified tuition and related expenses.