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June 1, 2019
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My employer paid for tuition for a few classes at a local university. I received a Form 1098-T. Do I need to file this form on my tax return? If so, how is it entered?

  • June 1, 2019
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Best answer by KrisD15

It depends on how the employer paid and if your employer paid for ALL your education expenses.

If the employer paid all the tuition to the school directly, there would be nothing for you to apply towards an education credit.

If the employer added it to your wages as a "Reimbursement" you would report the income (wage) and report your education expenses (1098-T).

If the employer reimbursed you and reported it as an employer education assistance it may be reported in box 12 or 14. If so, enter the W2 and the 1098-T.

If the amount is on your W2, don't add it a second time into the software when it asks if you received employer assistance.

Any assistance over $5,250 could be taxable.

CLICK HERE for IRS Employer Assistance





1 reply

KrisD15
KrisD15Answer
June 1, 2019

It depends on how the employer paid and if your employer paid for ALL your education expenses.

If the employer paid all the tuition to the school directly, there would be nothing for you to apply towards an education credit.

If the employer added it to your wages as a "Reimbursement" you would report the income (wage) and report your education expenses (1098-T).

If the employer reimbursed you and reported it as an employer education assistance it may be reported in box 12 or 14. If so, enter the W2 and the 1098-T.

If the amount is on your W2, don't add it a second time into the software when it asks if you received employer assistance.

Any assistance over $5,250 could be taxable.

CLICK HERE for IRS Employer Assistance





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Paul5Author
June 1, 2019
Thank you for your assistance.  The "amounts billed for qualified tuition and related expenses" is $6,870.00.  The "Scholarships or grants" is $4,605.00. There are no numbers in any other box.    I did not pay any money directly to the university.  Based on this, I do not need to include this on my tax return, correct?