Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Jun 3, 2019 11:27:10 AM

My school closed down, I can't get my forms.

0 11 3450
11 Replies
Expert Alumni
Jun 3, 2019 11:27:11 AM

You may still be able to claim your education expenses. You don't need a Form 1098-T (Tuition Statement) if either of these apply:

  1. You or your dependent:
  • Haven't received a 1098-T by January 31, or by the date you file your return (whichever is later).
  • Requested the 1098-T from your school after January 31 but before filing your return.
  • Cooperated with the school's efforts to get the info necessary to send you a 1098-T.
  • The school is not required to send you a 1098-T.
  • If you don't have a 1098-T, you'll need to make sure you have your enrollment at the school and education expenses documented.

    New Member
    Jan 20, 2022 9:30:16 PM

    My school closed down 08/02/2021 Independence University while I was in class. I have attended there since 2019 after closing  I  enrolled in Strayer University after Independence University shut done. U receive my 1098-t form from strayer university but I haven’t gotten one from Independence and I can’t get in touch with no one there

    Level 15
    Jan 21, 2022 3:53:18 AM

    After answering no to the did you receive a 1098-T  question, you will be asked if you qualify for an exception. Answer yes. 

    New Member
    Jan 29, 2022 8:43:38 AM

    how do i claim my education i don't have a one of the 1098-T because the school closed 

     

    Level 15
    Jan 29, 2022 8:53:55 AM

    Q. How do I claim my education if I don't have a 1098-T because the school closed?

    A. 1098-T or not, your school must have been an "eligible institution" to claim the tuition credits.  In the TurboTax (TT) interview, after you say no to whether you have a 1098-T, say yes to the you qualify for an exception question. 

     

     To be eligible for the tuition credits or tuition & fees deduction, the course must be taken at "an eligible institution". The school should be able to tell you if it is an eligible educational institution. In general, an eligible educational institution is an accredited college, university, vocational school, or other postsecondary educational institution, including accredited, public, nonprofit, and proprietary (privately-owned, profit-making) postsecondary institutions. Additionally, in order to be an eligible educational institution, the school must be eligible to participate in a student aid program administered by the Department of Education. If they issue a 1098-T they are probably an eligible institution.

    Enter your school at the link below, to see if it's on the dept. of education list.

     

    https://www.irs.gov/credits-deductions/individuals/earned-income-tax-credit/eligible-educational-inst

    New Member
    Feb 5, 2022 8:30:45 PM

    Same here. I was an active student as well and enrolled in 2019, as well. I haven't heard anything. Please reach out to me if you hear anything. I even had a hard time transferring my credits (33) to be exact they didnt transfer. May god bless and your schooling & best wishes former classmate. 

    Expert Alumni
    Feb 5, 2022 8:44:19 PM

    If you did not receive your 1098-T you can follow this information in order to determine if your school is an eligible institution.  If it is listed you can amend your previous tax return to include the tuition paid without the 1098-T.

    New Member
    Feb 10, 2022 11:39:47 PM

    I attended there too. I have the same problem. Where able to get your 1098T eventually? If so , how? 

    New Member
    Feb 10, 2022 11:41:20 PM

    I attended IU too. I have the same problem. Where able to get your 1098T eventually? If so , how? 

    Expert Alumni
    Feb 11, 2022 12:11:00 PM

    As indicated by our awesome Tax Expert @AliciaP1 a Form 1098-T is not necessary.  Research your payments for tuition and make sure you have any grant or scholarship information you received. Once you have your numbers together you can include the education expense on your tax return. Keep all the documents together with your tax return should you need them for verification in the future.

    Helpful details

    If the parent is claiming the student as a dependent on their (the parents) income tax return, then the parent enters the 1098-T Tuition form on their (the parents) income tax return.

     

    Before you enter the 1098-T form, here's some important information you need to know:

    • If the student on the 1098-T is your dependent, enter the 1098-T on your return, even if your dependent paid the tuition.
    • If the student on the 1098-T is you, and you're not being claimed as a dependent, enter the 1098-T on your return unless your employer paid for or reimbursed your tuition (in which case, just keep the 1098-T with your tax records).

    If you need to wait to gather your information, you can always file your return, then amend when you have all the information you need.

     

    @AmberSullivan1

    [Edited: 02/11/2022 | 12:11p PST]

    New Member
    Apr 9, 2022 4:51:50 PM

    Hi I don't know if you've already figured your situation out but I graduated from Independence University in September of 2020 and was having trouble getting my documents as well but this email was helpful [email address removed] Also if you even need your education documents from Independence University then you can order them from here http://smptranscriptservices.com/ hope this helps!