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1098-T

Tuition Statement

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Form 1098-T
1098-T At a Glance

Who: Universities and other eligible educational institutions

When: 1098-T forms must be mailed to recipients by January 31, and e-filed with the IRS by March 31 each year.

Where: To the IRS

Why: To report student information to the IRS

What You Need to Know About Form 1098-T

The 1098-T is used to report certain information about students to the IRS, as required by the Taxpayer Relief Act of 1997. It captures the student’s name, address, taxpayer identification number (TIN), enrollment and academic status. It must be filed for each student enrolled and for whom a reportable transaction is made.

Insurers also must file a 1098-T for each individual to whom reimbursements or refunds of qualified tuition and related expenses are made.

Applicable businesses: Colleges, universities and other eligible educational institutions.

When to file: 1098-T forms must be mailed to recipients by January 31, and e-filed with the IRS by March 31 each year.

Exceptions do exist. An organization doesn’t need to file form 1098-T or furnish a statement for:

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