Form 1098‑T, Tuition Statement, is an IRS‑required document that colleges, universities, and eligible educational institutions must provide to students who paid qualified tuition and related expenses. The form reports the amount you paid, scholarships received, and any adjustments, allowing you to claim education‑related tax credits such as the American Opportunity Credit or the Lifetime Learning Credit.
Instead of downloading the PDF and opening it in a separate editor, simply click the "Fill out this form" button on this page. The Formize PDF Filler app loads in your browser, letting you complete every field, save your progress, and export a signed copy—all without installing software.
Form 1098‑T is an informational statement; you do not file it with your tax return. Keep the completed form for your records and use the data to complete Form 8863 (Education Credits) when you file your federal income tax return.
Need more guidance? Review the IRS instructions for Form 8863 or consult a tax professional.
No. Form 1098‑T is an informational statement. Use the data to complete Form 8863 for education credits, then keep the 1098‑T for your records.
You can, but using Formize’s online filler is faster, more secure, and doesn’t require additional software.
Contact the school’s registrar or financial aid office. If they are not required to issue the form, you can still claim credits using your own tuition receipts.
Yes. The IRS accepts electronic signatures on Form 1098‑T when the form is generated and signed using a compliant PDF filler like Formize.
Retain the form for at least three years from the date you filed your tax return, as the IRS may request it during an audit.
Open the saved Formize draft, correct the mistake, re‑download the PDF, and provide the updated version to your preparer.
Scholarships used for qualified tuition and fees are not taxable. However, amounts used for non‑qualified expenses (e.g., room and board) may be taxable.
Each Form 1098‑T covers a single calendar year. Use the appropriate form for each tax year you are filing.
IRS Form 1098-T est l'un des formulaires fiscaux qui sont des documents utilisés pour déclarer des informations relatives aux impôts à l'autorité fiscale compétente. Il existe différents types de formulaires fiscaux, y compris les formulaires fiscaux fédéraux, étatiques et locaux, qui peuvent varier en fonction de la situation et de l'emplacement du contribuable.
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