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HandbookRelease 9.3.8
September 2018NoticesNotices
2018 Lucian. Contains confidential and proprietary information of Lucian and its subsidiaries. Use of these
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How to fill out 1098-t reporting
How to fill out 1098-t reporting
01
Gather all relevant information and documentation such as tuition payment receipts, information about scholarships and grants, and any other financial information related to education expenses.
02
Fill out the student information section of the Form 1098-T, including the student's name, address, and social security number or taxpayer identification number.
03
Enter the educational institution's information, including their name, address, and taxpayer identification number.
04
Report the amounts paid for qualified tuition and related expenses in Box 1. This should include the total amount of tuition and fees paid during the tax year.
05
If applicable, report any scholarships or grants received in Box 5. These should be reported as the total amount of scholarships or grants received during the tax year.
06
Complete the remaining boxes on the Form 1098-T if necessary, such as reporting adjustments for prior year reporting, checking the appropriate box for the student's enrollment status, or indicating if the student was a graduate student.
07
Review the completed form for accuracy and make copies for your records.
08
Submit the Form 1098-T to the IRS and provide a copy to the student for their tax records.
Who needs 1098-t reporting?
01
The 1098-T reporting is needed by educational institutions that receive payments for qualified tuition and related expenses.
02
Students who pay for qualified tuition and related expenses may also need the 1098-T reporting for their tax purposes.
03
Additionally, the IRS may require certain individuals or entities to submit the 1098-T reporting if they meet specific criteria.
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What is 1098-t reporting?
1098-T reporting is a tax form used by educational institutions to report tuition payments made by students and any scholarships or grants received.
Who is required to file 1098-t reporting?
Educational institutions are required to file 1098-T reporting for students who paid qualified tuition and related expenses.
How to fill out 1098-t reporting?
Educational institutions fill out 1098-T reporting by entering information regarding tuition payments, scholarships or grants received, and other related expenses.
What is the purpose of 1098-t reporting?
The purpose of 1098-T reporting is to help students and their families claim education-related tax credits and deductions on their tax returns.
What information must be reported on 1098-t reporting?
Information such as the student's name, address, Taxpayer Identification Number, amount paid for qualified tuition and related expenses, and any scholarships or grants received must be reported on 1098-T reporting.
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