The Form 1098-T, Tuition Statement, is issued to help determine if students or their parents are eligible to claim tax credits under the Tax Relief Act of 1997. Learn more about the American Opportunity Credit or Lifetime Learning Credit by accessing IRS Publication 970.
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Secure: Eliminates the chance that the Form 1098-T will get lost, misdirected or delayed during delivery.
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Qualified educational charges
Qualified educational charges
Eligible or qualified charges include in-state or out-of-state tuition charges plus other eligible fees including the following:
- Technology fees
- Student activity fees
- Consolidated fees
- Change of program fees
Charges considered “not qualified” or “not eligible”
Non-qualified charges include the following:
- Late payment fees
- Late registration fees
- Room and board or similar living expenses
- Transportation
- Meals
- Books
- Family expenses
- Courses taken for no credit (unless taken to improve job skills)
- Expenses paid at any time other than in the current year, January 1 to December 31
- Insurance
- Medical expenses
