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 billed for qualified tuition and related expenses in the calendar year is less than or equal to the total scholarships disbursed that year.
  • The amount billed for qualified tuition and related expenses in the calendar year is paid in full by a third-party organization.
  • No qualified tuition or related expenses were billed in the calendar year. For example, a student who graduated in May 2017 in most cases would not receive a 1098-T for 2017 because all tuition for the 2016-17 academic year was billed in the calendar year of 2016.  

It is also important to note that related expenses do not include charges for room, board, insurance, health fees, transportation or similar expenses.

See also: Taxes, 1098-T