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2 replies

AmyC
Employee
April 8, 2022

There may be a 1098-T in your bursar account online. Alternately, you may not have qualified to receive one. Instructions for Forms 1098-E and 1098-T states:

Exceptions. You do not have to file Form 1098-T or furnish a statement for: 

• Courses for which no academic credit is offered, even if the student is otherwise enrolled in a degree program; 

• Nonresident alien students, unless requested by the student; 

• Students whose qualified tuition and related expenses are entirely waived or paid entirely with scholarships; and 

• Students for whom you do not maintain a separate financial account and whose qualified tuition and related expenses are covered by a formal billing arrangement between an institution and the student’s employer or a governmental entity, such as the Department of Veterans Affairs or the Department of Defense.

 

If you should have received a form and have not, contact your educational institution.

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Hal_Al
Employee
April 8, 2022

If you attended an eligible institution, you probably qualify for an exception to not having a 1098-T.  When you answer the exception question in TurboTax (TT) at the 1098-T entry place, TT will let you enter tour educational expenses.

 

 “However, a taxpayer may claim one of these education
benefits if the student doesn’t receive a Form 1098-T because
the student’s educational institution isn’t required to send a
Form 1098-T to the student under existing rules (for example, if
the student is a nonresident alien, has qualified education
expenses paid entirely with scholarships, or has qualified
education expenses paid under a formal billing arrangement). If a
student’s educational institution isn’t required to provide a Form
1098-T to the student, a taxpayer may claim one of these
education benefits without a Form 1098-T if the taxpayer
otherwise qualifies, can demonstrate that the taxpayer (or a
dependent) was enrolled at an eligible educational institution,
and can substantiate the payment of qualified tuition and related
expenses.”  https://www.irs.gov/pub/irs-pdf/f8917.pdf