From the IRS:Q18. What is Form 1098-T, Tuition Statement, and do I need to receive a Form 1098-T to claim the AOTC for tax year 2019?A18. Yes. The Form 1098-T is a form provided to you and the IRS by an eligible educational institution that reports, among other things, amounts paid for qualified tuition and related expenses. The form may be useful in calculating the amount of the allowable education tax credits. In general, a student must receive a Form 1098-T for tax year 2019 to claim an education credit. But, for 2019, an eligible educational institution is not required to provide the Form 1098-T to you in certain circumstances, for example:Nonresident alien students, unless the student requests the institution to file Form 1098-T,Students whose tuition and related expenses are entirely waived or paid entirely with scholarships or grants, orStudents for whom the institution does not maintain a separate financial account and whose qualified tuition and related expenses are covered by a formal billing arrangement with the student’s employer or a government agency, such as the Department of Veterans Affairs or the Department of Defense.Q19. I did not receive a Form 1098-T because my school is not required to provide a Form 1098-T to me for 2019. Can I still claim an education credit for tax year 2019? A19. Yes. You can still claim the AOTC if you did not receive a Form 1098-T because the school is not required to provide you a Form 1098-T if:The student and/or the person able to claim the student as a dependent meets all other eligibility requirements to claim the credit, The student can show he or she was enrolled at an eligible educational institution, and You can substantiate the payment of qualified tuition and related expenses.Be sure to keep records that show the student was enrolled and the amount of paid qualified tuition and related expenses. You may need to send copies if the IRS contacts you regarding your claim of the credit.

TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Community

hleighlamboy

Question

Can I have an college tuition and expenses deduction without a 1098-T?

Forum|Forum|6 years ago
March 29, 2020
1 reply
0 views

No text available

TurboTax Live Deluxe Online

Bsch4477

Employee

From the IRS:

Q18. What is Form 1098-T, Tuition Statement, and do I need to receive a Form 1098-T to claim the AOTC for tax year 2019?

A18. Yes. The Form 1098-T is a form provided to you and the IRS by an eligible educational institution that reports, among other things, amounts paid for qualified tuition and related expenses. The form may be useful in calculating the amount of the allowable education tax credits. In general, a student must receive a Form 1098-T for tax year 2019 to claim an education credit. But, for 2019, an eligible educational institution is not required to provide the Form 1098-T to you in certain circumstances, for example:

Nonresident alien students, unless the student requests the institution to file Form 1098-T,
Students whose tuition and related expenses are entirely waived or paid entirely with scholarships or grants, or
Students for whom the institution does not maintain a separate financial account and whose qualified tuition and related expenses are covered by a formal billing arrangement with the student’s employer or a government agency, such as the Department of Veterans Affairs or the Department of Defense.

Q19. I did not receive a Form 1098-T because my school is not required to provide a Form 1098-T to me for 2019. Can I still claim an education credit for tax year 2019?

A19. Yes. You can still claim the AOTC if you did not receive a Form 1098-T because the school is not required to provide you a Form 1098-T if:

The student and/or the person able to claim the student as a dependent meets all other eligibility requirements to claim the credit,
The student can show he or she was enrolled at an eligible educational institution, and
You can substantiate the payment of qualified tuition and related expenses.

Be sure to keep records that show the student was enrolled and the amount of paid qualified tuition and related expenses. You may need to send copies if the IRS contacts you regarding your claim of the credit.