Hal_Al
Level 15

Education

Enter the education interview.  When asked if you got a 1098-T, say no. Answer yes when asked if you qualify for an exception. A form 1098-T was made a requirement for the education credits a couple of years ago.  However, if you qualify for an exception, you may still claim the AOC, without a 1098-T.  If you attended an eligible institution, you most likely qualify for an exception.  Scholarships being more than tuition is a common reason for the school not issuing a 1098-T

 

"However, a taxpayer may claim one of these education
benefits if the student doesn’t receive a Form 1098-T because
the student’s educational institution isn’t required to send a
Form 1098-T to the student under existing rules (for example, if
the student is a nonresident alien, has qualified education
expenses paid entirely with scholarships, or has qualified
education expenses paid under a formal billing arrangement). If a
student’s educational institution isn’t required to provide a Form
1098-T to the student, a taxpayer may claim one of these
education benefits without a Form 1098-T if the taxpayer
otherwise qualifies, can demonstrate that the taxpayer (or a
dependent) was enrolled at an eligible educational institution,
and can substantiate the payment of qualified tuition and related
expenses".

https://www.irs.gov/pub/irs-pdf/f8917.pdf