Get the free 1098- T Tax Forms FAQ - SUNY Empire State College

SUN EMPIRE STATE COLLEGERequest for Students Taxpayer Identification Number (Substitute IRS Form W9S) Return completed signed form to the Office of the Registrar by fax at 5185800105, send email to

How to fill out 1098- t tax forms

How to fill out 1098- t tax forms

1. Step 1: Gather the necessary documents, including your educational institution's Form 1098-T.
2. Step 2: Review the Form 1098-T for accuracy and completeness.
3. Step 3: Fill out the student's identifying information, such as name, address, and social security number.
4. Step 4: Enter the amounts reported in Box 1 through Box 9 of Form 1098-T, which include tuition, scholarships or grants, and other relevant information.
5. Step 5: Calculate any adjustments or reductions to the amounts reported, if applicable.
6. Step 6: Sign and date the Form 1098-T.
7. Step 7: File the completed Form 1098-T with your tax return or provide it to your tax preparer.

Who needs 1098- t tax forms?

1. Individuals who attended or paid for qualified educational expenses at an eligible educational institution may need Form 1098-T for their tax filing.
2. This form is primarily used by students or their parents or guardians who may be eligible for education-related tax benefits, such as the American Opportunity Credit or the Lifetime Learning Credit.
3. Educational institutions also need to provide Form 1098-T to their eligible students.

For pdfFiller’s FAQs

How do I edit 1098- t tax forms online?

pdfFiller not only allows you to edit the content of your files but fully rearrange them by changing the number and sequence of pages. Upload your 1098- t tax forms to the editor and make any required adjustments in a couple of clicks. The editor enables you to blackout, type, and erase text in PDFs, add images, sticky notes and text boxes, and much more.

Can I sign the 1098- t tax forms electronically in Chrome?

Yes. You can use pdfFiller to sign documents and use all of the features of the PDF editor in one place if you add this solution to Chrome. In order to use the extension, you can draw or write an electronic signature. You can also upload a picture of your handwritten signature. There is no need to worry about how long it takes to sign your 1098- t tax forms.

How do I fill out 1098- t tax forms using my mobile device?

Use the pdfFiller mobile app to complete and sign 1098- t tax forms on your mobile device. Visit our web page (https://edit-pdf-ios-android.pdffiller.com/) to learn more about our mobile applications, the capabilities you’ll have access to, and the steps to take to get up and running.

What is 1098-T tax forms?

The 1098-T tax form is a document used by eligible educational institutions in the United States to report information about qualified tuition and related expenses paid by students.

Who is required to file 1098-T tax forms?

Eligible educational institutions, including colleges and universities, are required to file 1098-T tax forms for students who have qualified tuition and related expenses.

How to fill out 1098-T tax forms?

To fill out the 1098-T tax form, educational institutions need to enter the student's personal information, including name and Social Security number, report the amount of qualified tuition and related expenses, and indicate any scholarships or grants received by the student.

What is the purpose of 1098-T tax forms?

The purpose of the 1098-T tax form is to provide students with information necessary to claim education-related tax credits, such as the American Opportunity Credit and the Lifetime Learning Credit.

What information must be reported on 1098-T tax forms?

The information that must be reported on 1098-T forms includes the institution's name, address, and Employer Identification Number (EIN), student information (name, address, and SSN), amount of qualified tuition and related expenses, scholarships or grants received, and whether the student was enrolled at least half-time.