Create Form 1098-T Online Prepare the student’s Copy B free
Enter the school, student, and tuition details once and see Copy B of the official 1098-T fill in while you type. Then download it as a PDF or print it for the student.
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Understanding Form 1098-T
Form 1098-T, Tuition Statement, is the information return a college, university, or other eligible educational institution sends to each student it enrolled who had a reportable transaction during the year. It shows the payments the school received for qualified tuition and related expenses, the scholarships or grants it handled, any adjustments to earlier years, and whether the student was at least half-time or a graduate student.
Students, or the people who claim them as dependents, use Copy B to complete Form 8863 when they claim an education credit. Insurers that refund or reimburse tuition file one too and report those amounts in box 10. A school doesn’t have to issue one for courses that carry no academic credit, for students whose expenses were fully waived or paid entirely with scholarships, or for nonresident alien students who don’t ask for it.
Filling out Form 1098-T step by step
Start with the filer: the school’s name, address, and EIN, plus the phone number of the office that answers questions about the statement. Then add the student’s TIN, name, and permanent address, switching to a foreign address if the student lives outside the United States. Finish with the payments received in box 1, scholarships or grants in box 5, and boxes 7 to 9 where they apply.
Each entry appears on the official Copy B as you type, and you can shorten the student’s TIN to its last four digits, as the IRS allows on the student’s copy. The Instructions for Student from the back of Copy B are included too. Once the required fields are done, download the PDF or print it. Looking for a different form? Browse all tax form generators.
What you might ask about Form 1098-T
Who has to send Form 1098-T?
Eligible educational institutions, meaning colleges, universities, vocational schools, and other postsecondary schools that can take part in federal student aid programs. They file one for each student enrolled for any academic period in the year who had a reportable transaction. Insurers that reimburse or refund qualified tuition and related expenses also file one.
When is Form 1098-T due?
Give the student Copy B by January 31. File Copy A with the IRS by February 28 on paper, or by March 31 if you file electronically. When a due date falls on a weekend or legal holiday, the deadline moves to the next business day.
Can I file this download with the IRS?
No. This generator fills Copy B, the student’s copy. The IRS gets Copy A, which you e-file through the IRIS portal or mail on the official red, scannable form with Form 1096. A Copy A printed from a website isn’t accepted, and if you file 10 or more information returns in total during the year, you must e-file.
What goes in box 1?
The total payments you received during the year, from all sources, for qualified tuition and related expenses, minus any refunds or reimbursements of those payments made in the same year. Don’t reduce it by the scholarships in box 5. Qualified expenses are tuition, fees, and course materials students must have to enroll or attend; room, board, insurance, student health fees, and transportation aren’t included.
Why are boxes 2 and 3 empty?
Both are reserved for future use, so they stay blank on the 2026 form. Payments are reported only in box 1.
Can I hide part of the student’s SSN?
Yes. The IRS lets filers truncate the student’s TIN on the statement they give the student, so it reads XXX-XX-1234. Tick that option in step 2. Truncation isn’t allowed on anything filed with the IRS, and the filer’s own EIN can’t be truncated on any form.
How do I correct a 1098-T I already sent?
Prepare a new form with the right information, tick CORRECTED at the top, and give it to the student. If the original was filed with the IRS, file a corrected Copy A as well. Pub. 1099, General Instructions for Certain Information Returns, explains which corrections need which steps.
Is my information safe?
Everything stays in your browser. The PDF is built on your device, and nothing you type, including TINs, is uploaded to or stored by forms.app. Nothing is kept once you close the page, so download the form before you leave.
Does this 1098-T generator cost anything?
No. You can fill out, download, and print as many 1098-T forms as you need, free and without creating an account.
Your 1098-T isn’t ready to print yet
Fill in the required fields on the page (the filer’s name, address, phone number, and EIN, the student’s TIN, name, and address, and at least one amount), then print again.