IRS · United States

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Form 1098-T: Tuition Statement

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Quick answer

Form 1098-T, Tuition Statement, reports qualified tuition and related expenses an eligible college or university billed or received, so a student (or parent) can claim education tax credits like the American Opportunity or Lifetime Learning Credit. The school files it and sends a copy to the student. With JustFill you upload the blank IRS 1098-T PDF, the AI maps each box, and you type the school, student and amount details before downloading it free.

Form
Form 1098-T
Issued by
IRS
Country
United States
Cost to fill
Free

What is Form 1098-T?

Form 1098-T is the IRS information return eligible educational institutions issue to report payments received for qualified tuition (Box 1) and scholarships or grants (Box 5). Students and parents use it to figure education credits on Form 8863. Schools file it, but bursar/financial-aid staff and smaller institutions often complete the form directly. The amounts in Boxes 1 and 5 drive the credit, so they must be accurate. JustFill lets you complete the 1098-T online so the institution, student TIN and amount boxes are clear before filing and furnishing the student copy.

Download the Form 1098-T form PDF — free

The official Form 1098-T and its instructions are free to download from the IRS at irs.gov/forms-pubs/about-form-1098-t. Open the blank PDF in JustFill to type the school, student and amount boxes, then download the completed form. (The scannable Copy A is filed with the IRS; JustFill is ideal for the student/filer copies and clean drafting.)

Get the official Form 1098-T PDF from IRS

Who fills out Form 1098-T?

  • Colleges, universities and eligible educational institutions
  • Bursar and financial-aid staff issuing student statements
  • Smaller institutions completing the form by hand
  • Anyone furnishing a corrected or replacement student copy

Field-by-field breakdown

What each section of Form 1098-T asks for. JustFill’s AI will detect these fields automatically when you upload the PDF — review the breakdown below so you know what to enter.

Filer (school) information

Name, address and TIN of the educational institution.

Student information

The student's name, address and taxpayer ID number.

Box 1 — Payments received

Payments received for qualified tuition and related expenses.

Box 5 — Scholarships or grants

Scholarships and grants administered by the school.

Box 7 — Adjustments/period indicator

Whether amounts include the next academic period (Jan–Mar).

Boxes 8–9 — Enrollment status

At-least-half-time and graduate-student indicators.

Common mistakes to avoid

  • 1Mixing up Box 1 (payments received) with billed amounts under the old Box 2 method.
  • 2A wrong student TIN, which prevents the student from claiming the credit.
  • 3Omitting scholarships in Box 5, which overstates the creditable expenses.

How JustFill helps you complete Form 1098-T

AI field detection

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Frequently asked questions

The eligible educational institution (college/university) files it and sends a copy to the student. JustFill helps you fill the filer and student copies cleanly.
Yes. Upload the official PDF to JustFill — the AI detects each box, including the payments and scholarships fields, and you type your figures, then download the completed form.
Students/parents use it to claim education tax credits (American Opportunity, Lifetime Learning) on Form 8863.
Box 1 is qualified tuition payments received; Box 5 is scholarships/grants. The credit is generally based on Box 1 reduced by tax-free aid in Box 5.

Official source: Form 1098-T on IRS’s website

JustFill is an independent product and is not affiliated with, endorsed by, or sponsored by IRS or any government agency. Always verify your completed form on the official version before signing or submitting.