IRS Form 1098-T: Fillable PDF Guide
- 8 February 2023
Filling out the 1098-T tax form can seem daunting, but it doesn't need to be! With the help of a fillable PDF, you can easily complete and file the form without much effort.
The first step is to obtain the fillable PDF. You can find it online on the IRS website, along with instructions on how to fill it out. You can also contact your school, as they are usually able to provide you with the form.
Once you have the blank editable PDF, it's important to know the correct rules for filling it out. Here is a quick bullet list of things to remember:
- Enter your name, address, and Social Security Number correctly.
- Make sure to include the school’s name, address, and tax identification number.
- Enter any amounts associated with scholarships, awards, grants, tuition, and fees.
- Indicate the amounts related to qualified tuition and related expenses.
- Check the box if you received any tax-free educational assistance.
After you complete the sample, you can file it correctly by submitting it to the IRS. If you file electronically, you can do so on the IRS website. If you are filing a paper form, you should mail it to the address indicated on the template.
It's important to keep in mind that the due date for filing the 1098-T copy is usually April 15th. However, if you file for an extension, you may have more time to submit the form.
Overall, the 1098-T form doesn't have to be a difficult process. Using the fillable PDF, you can ensure that you fill out the sample correctly and file it on time. Good luck!
