Fillable Form 1098-T - Tuition Statement - 2018 (Page 4 of 6) in pdf

Instructions for Student

Box 4. Shows any adjustment made by an eligible educational institution for a prior year

for qualified tuition and related expenses that were reported on a prior year Form 1098-T.

You, or the person who can claim you as a dependent, may be able to claim an education

This amount may reduce any allowable education credit that you claimed for the prior

credit on Form 1040 or Form 1040A. This statement has been furnished to you by an

year (may result in an increase in tax liability for the year of the refund). See “recapture” in

eligible educational institution in which you are enrolled, or by an insurer who makes

the index to Pub. 970 to report a reduction in your education credit or tuition and fees

reimbursements or refunds of qualified tuition and related expenses to you. This statement

deduction.

is required to support any claim for an education credit. Retain this statement for your

Box 5. Shows the total of all scholarships or grants administered and processed by

records. To see if you qualify for a credit, and for help in calculating the amount of your

the eligible educational institution. The amount of scholarships or grants for the

credit, see Pub. 970, Form 8863, and the Form 1040 or 1040A instructions.

calendar year (including those not reported by the institution) may reduce the amount

Your institution must include its name, address, and information contact telephone

of the education credit you claim for the year.

number on this statement. It may also include contact information for a service provider.

TIP: You may be able to increase the combined value of an education credit and certain

Although the filer or the service provider may be able to answer certain questions about the

educational assistance (including Pell Grants) if the student includes some or all of the

statement, do not contact the filer or the service provider for explanations of the

educational assistance in income in the year it is received. For details, see Pub. 970.

requirements for (and how to figure) any education credit that you may claim.

Box 6. Shows adjustments to scholarships or grants for a prior year. This amount may

Student's taxpayer identification number (TIN). For your protection, this form may show

affect the amount of any allowable tuition and fees deduction or education credit that

only the last four digits of your TIN (SSN, ITIN, ATIN, or EIN). However, the issuer has

you claimed for the prior year. You may have to file an amended income tax return

reported your complete TIN to the IRS. Caution: If your TIN is not shown in this box, your

(Form 1040X) for the prior year.

school was not able to provide it. Contact your school if you have questions.

Box 7. Shows whether the amount in box 1 includes amounts for an academic period

Account number. May show an account or other unique number the filer assigned to

beginning January–March 2019. See Pub. 970 for how to report these amounts.

distinguish your account.

Box 8. Shows whether you are considered to be carrying at least one-half the normal

Box 1. Shows the total payments received by an eligible educational institution in 2018

full-time workload for your course of study at the reporting institution.

from any source for qualified tuition and related expenses less any reimbursements or

Box 9. Shows whether you are considered to be enrolled in a program leading to a graduate

refunds made during 2018 that relate to those payments received during 2018.

degree, graduate-level certificate, or other recognized graduate-level educational credential.

Box 2. Reserved.

Box 10. Shows the total amount of reimbursements or refunds of qualified tuition and

Box 3. Shows whether your educational institution changed its reporting method for

related expenses made by an insurer. The amount of reimbursements or refunds for

2018. It has changed its method of reporting if the method (payments received) used

the calendar year may reduce the amount of any education credit you can claim for

for 2018 is different than the reporting method (amounts billed) for 2017. You should

the year (may result in an increase in tax liability for the year of the refund).

be aware of this change in figuring your education credits.

Future developments. For the latest information about developments related to Form

1098-T and its instructions, such as legislation enacted after they were published, go to

Form 1098-T - Tuition Statement - 2018 Page 4

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