Am I eligible for a 1098-T?

Not all students are eligible to receive a 1098-T. Forms will not be issued under the following circumstances:

  • The amount paid for qualified tuition and related expenses* in the calendar year is less than or equal to the total scholarships disbursed that year.
  • Qualified tuition and related expenses in the calendar year were paid in full by a third-party organization.
  • No qualified tuition or related expenses were paid for in the calendar year.

 

*Please note that "related expenses" do not include charges for room, board, insurance, health fees, transportation or similar expenses.

See also: Taxes, 1098-T