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I do not have a federal filer Id but did attend school in 2016

What do I do to get past this? I'm unable to submit without this id
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4 Replies
Martha1
New Member

I do not have a federal filer Id but did attend school in 2016

The Filer's Federal ID Number (FEIN) is used for the university's identification. This box on your Form 1098-T will have your university's FEIN and sometimes the phone number. This is not your identification number. If you are not seeing a number in this box you will need to contact your university's registrar for this information. Check with the university to verify the information on your 1098T is correct and than enter information in as you see it on your return.


jaa375
New Member

I do not have a federal filer Id but did attend school in 2016

I did not attend college, but I took courses online through a company that offers cheap professional development courses to teachers at 3 credits a piece. I took 12 credits and it went towards my plus MA plus 30. Is this something I can add? They never sent me a tax document. 

KrisD15
Expert Alumni

I do not have a federal filer Id but did attend school in 2016

Possibly.

 

There are only two education credits this year, the American Opportunity Tax Credit and Lifetime Learning Credit. 

 

For both credits, the expenses need to be paid to an "Eligible Educational Institution" and the student should receive a 1098-T however there are exceptions for the 1098-T.

 

I suggest you contact the company and ask if they are considered an Eligible Educational Institution in the eyes of the IRS. 

 

According to the IRS:

 

"Eligible educational institution. An eligible educational institution is one whose primary function is the presentation of formal instruction and that normally maintains a regular faculty and curriculum and normally has a regularly enrolled body of students in attendance at the place where it regularly carries on its educational activities."

 

"To be eligible to claim the American opportunity credit or lifetime learning credit, the law requires a taxpayer (or a dependent) to have received Form 1098-T, Tuition Statement, from an eligible educational institution, whether domestic or foreign. However, you may claim a credit or deduction if the student doesn't receive Form 1098-T because the student's educational institution isn't required to furnish Form 1098-T to the student under existing rules (for example, if the student is a qualified nonresident alien, has qualified education expenses paid entirely with scholarships, has qualified education expenses paid under a formal billing arrangement, or is enrolled in courses for which no academic credit is awarded)."

IRS PUB 970

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I do not have a federal filer Id but did attend school in 2016

Thank you!

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