Form 1098-T
Tuition Statement
Colleges, universities and other eligible schools report tuition payments and scholarships on Form 1098-T. Enter the school once, add each student, and each student receives Copy B.
What it reports
- Payments received for qualified tuition and related expenses
- Scholarships and grants, and adjustments to either for a prior year
- Whether the student was at least half-time or a graduate student, and insurance contract refunds
What you'll get
- Recipient Copy B, the official IRS edition for the tax year, as a PDF per recipient
- A ZIP with every PDF when you prepare several
- Downloads on your order page for 30 days, plus an email link
Copy A, the copy filed with the IRS, is filed electronically (for example through the IRS IRIS portal) or on the official scannable form, so it is not included.
How it works
- 1Enter the information once; add every recipient you need.
- 2Check the official form, filled in, in the live preview.
- 3Pay once and download your PDF right away.
Questions
What do boxes 8 and 9 mean?
Box 8 is checked when the student carried at least half the normal full-time workload for at least one academic period; box 9 when the student was enrolled in a graduate program.
When do I check box 7?
When box 1 includes amounts for an academic period that begins in January through March of the next year, for example spring tuition billed in December.
Which tax years can I prepare Form 1098-T for?
2025 and 2026. Each year uses the IRS edition in effect for it, and the preview shows exactly that edition.
How much does Form 1098-T cost?
$9.99 per recipient, paid once at checkout. There is no account, subscription or extra fee, and you see the full filled form before you pay.