Form 1098-T, Tuition Statement Instructions
This form contains 34 fields organized into 11 sections. Below is a complete list of every field, its type, and what information is expected.
| Field Name | Type | Description |
|---|---|---|
| Academic Period | ||
| for a | Text |
Specify the academic period for which the tuition payments were made. This could be a semester or a specific term.
|
| Additional Information | ||
| Service Provider/Acct. No. (see instr.) | Text |
Enter the service provider or account number if applicable. Refer to the form instructions for more details.
|
| Text |
Enter any additional information as required by the form instructions.
|
|
| topmostSubform[0].CopyA[0].RightCol[0].f1_10[0 | Text |
Enter any additional information as required by the form instructions.
|
| Service Provider/Acct. No. (see instr.) | Text |
Enter the service provider or account number if applicable, as per the instructions provided.
|
| Filer Information | ||
| FILER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number | Text |
Enter the name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number of the filer (educational institution).
|
| FILER'S employer identification no | Text |
Enter the employer identification number (EIN) of the filer. This should be an 11-digit number.
|
| FILER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number | Text |
Enter the name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number of the filer (educational institution).
|
| FILER'S employer identification no | Text |
Enter the employer identification number (EIN) of the filer. This is a unique number assigned to the educational institution.
|
| Financial Adjustments | ||
| Number |
Enter any adjustments made for a prior year. This could include changes to tuition or related expenses that were reported in a previous year.
|
|
| topmostSubform[0].CopyB[0].RightCol[0].c2_5[0]_1 | CheckBox |
Check this box if the student received a refund of qualified tuition and related expenses paid in a prior year.
|
| Financial Details | ||
| 4 Adjustments made for a prior year | Text |
Enter any adjustments made for a prior year. This may include changes to previously reported amounts.
|
| Number |
Enter the amount of any adjustments made for a prior year. This could include changes to tuition or related expenses that were previously reported.
|
|
| topmostSubform[0].CopyA[0].RightCol[0].c1_5[0]_1 | CheckBox |
Check this box if the student received a refund of qualified tuition and related expenses.
|
| topmostSubform[0].CopyA[0].RightCol[0].f1_12[0 | Number |
Enter the total amount of scholarships or grants that were administered and processed by the educational institution.
|
| Number |
Enter the total amount of payments received for qualified tuition and related expenses during the tax year.
|
|
| topmostSubform[0].CopyB[0].RightCol[0].f2_12[0 | Number |
Enter the total amount of scholarships or grants received during the tax year.
|
| General Information | ||
| topmostSubform[0].CopyA[0].CopyAHeader[0].c1_1[0]_1 | CheckBox |
Check this box if applicable. Refer to the form instructions for specific conditions under which this box should be checked.
|
| topmostSubform[0].CopyA[0].CopyAHeader[0].c1_1[1]_2 | CheckBox |
Check this box if applicable. Refer to the form instructions for specific conditions under which this box should be checked.
|
| topmostSubform[0].CopyA[0].LeftCol[0].c1_2[0]_1 | CheckBox |
Check this box if applicable. Refer to the form instructions for specific conditions under which this box should be checked.
|
| Institutional Reporting | ||
| topmostSubform[0].CopyB[0].CopyBHeader[0].c2_1[0]_2 | CheckBox |
Check this box if the educational institution changed its reporting method for this student.
|
| Scholarship Adjustments | ||
| Text |
Enter any scholarships or grants that were adjusted for a prior year. This includes any changes to previously reported amounts.
|
|
| Student Enrollment Status | ||
| topmostSubform[0].CopyB[0].RightCol[0].c2_3[0]_1 | CheckBox |
Check this box if the student was enrolled at least half-time during any academic period that began in the tax year.
|
| topmostSubform[0].CopyB[0].RightCol[0].c2_4[0]_1 | CheckBox |
Check this box if the student was a graduate student during any academic period that began in the tax year.
|
| Student Information | ||
| STUDENT'S TIN | Text |
Enter the student's Taxpayer Identification Number (TIN). This should be an 11-digit number.
|
| STUDENT'S name | Text |
Enter the full name of the student.
|
| Street address (including apt. no.) | Text |
Enter the street address of the student, including apartment number if applicable.
|
| City or town, state or province, country, and ZIP or foreign postal code | Text |
Enter the city or town, state or province, country, and ZIP or foreign postal code of the student.
|
| no | Text |
Enter the student's identification number. This is typically the student's social security number or other tax identification number.
|
| STUDENT'S name | Text |
Enter the full name of the student for whom the tuition statement is being prepared.
|
| Street address (including apt. no.) | Text |
Enter the street address of the student, including apartment number if applicable.
|
| City or town, state or province, country, and ZIP or foreign postal code | Text |
Enter the city or town, state or province, country, and ZIP or foreign postal code of the student's address.
|
| Student Status | ||
| topmostSubform[0].CopyA[0].RightCol[0].c1_3[0]_1 | CheckBox |
Check this box if the student was at least a half-time student during any academic period that began in 2024.
|
| topmostSubform[0].CopyA[0].RightCol[0].c1_4[0]_1 | CheckBox |
Check this box if the student was a graduate student during any academic period.
|