JosephF8
Expert Alumni

Education

Who gets the 1098-T form?

Schools must send Form 1098-T to any student who paid "qualified educational expenses" in the preceding tax year. Qualified expenses include:

  • tuition,
  • any fees that are required for enrollment,
  • and course materials required for a student to be enrolled.

If someone else pays such expenses on behalf of the student (like a parent), the student still gets "credit" for them and receives the 1098-T. Schools must send the form to the student by January 31 and file a copy with the IRS by February 28.

 

The 1098-T should be issued in the Student's name. It will be reported on the tax return where the student is claimed as a dependent. To get the 1098-T to be issued correctly you will need to contact the school.

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