Get the free 1098-T Tuition Statements

(Substitute IRS Form W9S) Return completed signed form to the Office of the Registrar by fax 5185800105, send email to RegistrarsOffice@sunyempire.edu or mail to: Empire State University Office of

How to fill out 1098-t tuition statements

How to fill out 1098-t tuition statements

1. Gather all relevant information such as student's name, address, social security number, and school information.
2. Use the information provided by the educational institution to fill out the appropriate boxes on the 1098-T form.
3. Report the amounts paid for qualified tuition and related expenses in box 1 or box 2, depending on the institution's reporting method.
4. Check the box for adjustments to be made for amounts received for scholarships or grants.
5. Verify that the form is filled out accurately and completely before submitting it to the IRS.

Who needs 1098-t tuition statements?

1. Students who have paid for qualified tuition and related expenses at an eligible educational institution during the tax year.
2. Parents or guardians who are claiming the student as a dependent on their tax return and need to report the student's educational expenses.

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What is 1098-t tuition statements?

The 1098-T tuition statement is a form that colleges and universities in the United States are required to issue to report qualified tuition and related expenses as well as scholarships and grants received by students.

Who is required to file 1098-t tuition statements?

Educational institutions that qualify for federal student aid programs must file 1098-T tuition statements for each student they enroll and receive payment for qualified tuition and related expenses.

How to fill out 1098-t tuition statements?

To fill out a 1098-T, institutions must report the student's name, address, Social Security number, the amounts paid for qualified tuition and related expenses, and any scholarships or grants reduced from those amounts.

What is the purpose of 1098-t tuition statements?

The purpose of 1098-T tuition statements is to provide students and the IRS with information needed to determine eligibility for education tax benefits, such as the American Opportunity Credit and Lifetime Learning Credit.

What information must be reported on 1098-t tuition statements?

The 1098-T must report the institution's name, address, TIN, student’s name, address, TIN, qualified tuition and related expenses, and any scholarships or grants administered and processed by the institution.