Fill out 1098-T (Tuition Statement) online
Form 1098-T reports amounts billed or paid for qualified tuition and related expenses at eligible educational institutions. Students use this form to claim education tax credits like the American Opportunity Credit or Lifetime Learning Credit.
How to fill out 1098-T (Tuition Statement)
Enter institution and student information
Fill in the educational institution's name, address, phone, TIN, and FIPS code. Enter the student's name, address, and SSN or TIN.
Report qualified tuition and expenses
Enter the total amount of payments received for qualified tuition and related expenses in Box 1. This should include tuition, fees, and required course materials.
Report scholarships and grants
Enter the total scholarships or grants administered by the institution in Box 5. This includes Pell grants, institutional scholarships, and other third-party scholarships.
Complete enrollment and program information
Check Box 8 if the student was enrolled at least half-time. Check Box 9 if the student was a graduate student. Enter any prior year adjustments in Boxes 4 and 6.
About 1098-T (Tuition Statement)
Who needs this form
Eligible educational institutions (colleges, universities, vocational schools) that received qualified tuition and related expenses. Students receive a copy to use when claiming eligible education tax benefits.
Where to submit
Institutions file Copy A with the IRS by the applicable IRS filing deadline for the filing year (paper and electronic deadlines can differ). Provide Copy B to the student by the deadline listed in the latest official instructions.
Source and content freshness
- Reviewed: 2026-02-16
- Check the latest official form instructions for the filing year that applies to you.
- Filing deadlines may shift for weekends and holidays. Verify due dates with official instructions.
Common mistakes to avoid
- Not accounting for scholarships and grants that reduce the credit amount
- Including room and board in qualified education expenses
- Not adjusting for expenses paid in a different tax year than when billed
- Confusing amounts billed (Box 1) with amounts paid
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What education credits can I claim with Form 1098-T?
You can use Form 1098-T to claim the American Opportunity Tax Credit (up to $2,500 per student for the first four years of higher education) or the Lifetime Learning Credit (up to $2,000 per return for any year of post-secondary education). You cannot claim both credits for the same student in the same year.
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