This article provides an overview of how to add Form 1098-T.
Form 1098-T, Tuition Statement
Taxpayers should receive Form 1098-T if they were enrolled with an eligible educational institution.
Form 1098-T reports tuition paid by the student and scholarships/grants the student received for a tax period.
If students disagree with the amounts on their Form 1098-T they should consult their educational institution.
A 1098-T issued to a student that will be a dependent of another, will be claimed by their guardian if their payments (box 1), exceed their scholarships/grants (box 5). If scholarships/grants exceed payments then the student will claim the 1098-T.
ℹ️ In a typical year with no extensions, Form 1098-T should be made available to students by January 31st, and must be filed with the IRS by February 28th.
Entering Form 1098-T
Select Add Form.
Locate and select Form 1098-T. Double-click to add the form.
Complete the 1098-T, filling in all applicable sections.
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Entering Form 1098-T will generate the 8863-Part III if box 1 (payments) is greater than box 5 (scholarships and grants).