Get the free Forms 1098-e and 1098-t

The document provides instructions for filing Forms 1098-E (Student Loan Interest Statement) and 1098-T (Tuition Statement) for the year 2025, detailing eligibility, filing requirements, and the necessary

How to fill out forms 1098-e and 1098-t

How to fill out forms 1098-e and 1098-t

1. Obtain Form 1098-E from your loan servicer, which is usually provided each year if you paid interest on a student loan.
2. Ensure to include your personal information, such as your name, address, and Taxpayer Identification Number (TIN).
3. Verify the amount of interest paid throughout the year as stated in Box 1 of Form 1098-E.
4. If you are using Form 1098-T, contact your educational institution to receive this form, which shows qualified tuition and related expenses.
5. Fill in your personal information on Form 1098-T, which includes your name, address, and TIN.
6. Review the amounts reported in the boxes for qualified tuition and fees (Box 1) and any scholarships or grants (Box 5) to determine your eligible education tax credits.

Who needs forms 1098-e and 1098-t?

1. Any taxpayer who has paid interest on a qualified student loan needs Form 1098-E.
2. Students who have incurred qualified tuition and related expenses at eligible educational institutions need Form 1098-T.
3. Taxpayers seeking to claim education-related tax credits such as the American Opportunity Credit or Lifetime Learning Credit will require the information from Form 1098-T.

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What is forms 1098-e and 1098-t?

Form 1098-E is used to report interest paid on student loans, while Form 1098-T is used to report qualified tuition and related expenses paid for students.

Who is required to file forms 1098-e and 1098-t?

Lenders who receive interest payments on student loans are required to file Form 1098-E. Educational institutions that receive tuition payments or charge qualified expenses are required to file Form 1098-T.

How to fill out forms 1098-e and 1098-t?

Form 1098-E is filled out by entering the borrower's information, the amount of interest paid, and the lender's information. For Form 1098-T, educational institutions enter the student's information, qualified expenses, and any scholarships or grants received.

What is the purpose of forms 1098-e and 1098-t?

The purpose of Form 1098-E is to provide information for taxpayers to claim education loan interest deductions, while Form 1098-T is to report qualifying education expenses for tax credits and deductions.

What information must be reported on forms 1098-e and 1098-t?

Form 1098-E must report the borrower's information, the lender's information, and the total interest paid during the year. Form 1098-T must report the student's information, amounts paid for qualified tuition and related expenses, and any adjustments made from previous years.