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March 7, 2025
Question

I went to school last year and paid for classes and books. I never received a 1099-T and the school stated that I won't receive one. How do I claim these expenses?

  • March 7, 2025
  • 1 reply
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    Hal_Al
    Employee
    March 7, 2025

    What was the reason the school said you wouldn't get a 1098-T? 

     

    There's a new urban myth among college students that says they can get a $1000 from the government just for filing a tax form. For most of them, they simply aren't eligible. A full time unmarried student, under age 24, even if you don't qualify as a dependent, is only eligible for the refundable portion of the American Opportunity Credit if he supports himself by working. You cannot be supporting yourself on parental support, 529 plans or student loans & grants. It is usually best if the parent claims that credit. 

    You cannot claim the (up to) $1000 refundable credit if you are, or can be, claimed as a dependent by someone else.

     

    Reference: Line 7 instructions for form 8863.

    https://www.irs.gov/instructions/i8863#en_US_2024_publink53002gd0e674

    March 7, 2025

    I called them and they just said I was not getting one.  Figured I didn't qualify but it didn't make sense since I started going in June of last year.

    Hal_Al
    Employee
    March 7, 2025

    First, verify that your school is an "eligible institution". 

    Enter your school at the link below, to see if it's on the dept. of education list.

    https://www.savingforcollege.com/eligible-institutions

     

    If it is, after answering no to having a 1098-T, answer yes to qualifying for an exception*(that gets you to the entry screens). 

     

    *1098-T exception See Q.19 at https://www.irs.gov/credits-deductions/individuals/education-credits-questions-and-answers