Fillable Printable 2016 Form 1098-T
Fillable Printable 2016 Form 1098-T
2016 Form 1098-T
Attention:
Copy A of this form is provided for informational purposes only. Copy A appears in red,
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copy A downloaded from this website; a penalty may be imposed for filing with the IRS
information return forms that can’t be scanned. See part O in the current General
Instructions for Certain Information Returns, available at www.irs.gov/form1099, for more
information about penalties.
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downloaded and printed and used to satisfy the requirement to provide the information to
the recipient.
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. Click on
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) or the IRS Affordable Care Act
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Form 1098-T
2016
Cat. No. 25087J
Tuition
Statement
Copy A
For
Internal Revenue
Service Center
Department of the Treasury - Internal Revenue Service
File with Form 1096.
OMB No. 1545-1574
For Privacy Act and
Paperwork Reduction
Act Notice, see the
2016 General
Instructions for
Certain Information
Returns.
8383
VOIDCORRECTED
FILER'S name, street address, city or town, state or province, country, ZIP or
foreign postal code, and telephone number
FILER'S federal identification no.
STUDENT'S taxpayer identification no.
STUDENT'S name
Street address (including apt. no.)
City or town, state or province, country, and ZIP or foreign postal code
Service Provider/Acct. No. (see instr.)
1 Payments received for
qualified tuition and related
expenses
$
3 Check if you have changed your
reporting method for 2016
4 Adjustments made for a
prior year
$
5 Scholarships or grants
$
6 Adjustments to
scholarships or grants
for a prior year
$
7
Check this box if the
amount in box 1 or 2
includes amounts for
an academic period
beginning January
—
March 2017
▶
8 Check if at least
half-time student
9 Check if a graduate
student ....
10 Ins. contract reimb./refund
$
2 Amounts billed for
qualified tuition and
related expenses
$
Form 1098-T
www.irs.gov/form1098t
DoNotCutorSeparateFormsonThisPage—DoNotCutorSeparateFormsonThisPage
Form 1098-T
2016
Tuition
Statement
Copy B
For Student
Department of the Treasury - Internal Revenue Service
This is important
tax information
and is being
furnished to the
Internal Revenue
Service. This form
must be used to
complete Form 8863
to claim education
credits. Give it to the
tax preparer or use it to
prepare the tax return.
OMB No. 1545-1574
CORRECTED
FILER'S name, street address, city or town, state or province, country, ZIP or
foreign postal code, and telephone number
FILER'S federal identification no.
STUDENT'S taxpayer identification no.
STUDENT'S name
Street address (including apt. no.)
City or town, state or province, country, and ZIP or foreign postal code
Service Provider/Acct. No. (see instr.)
1 Payments received for
qualified tuition and related
expenses
$
2 Amounts billed for
qualified tuition and
related expenses
3 If this box is checked, your educational institution
has changed its reporting method for 2016
4 Adjustments made for a
prior year
$
5 Scholarships or grants
$
6 Adjustments to
scholarships or grants
for a prior year
$
7
Checked if the amount
in box 1 or 2 includes
amounts for an academic
period beginning January
—
March 2017
▶
8 Check if at least
half-time student
9 Checked if a graduate
student ....
10 Ins. contract reimb./refund
$
$
Form 1098-T
(keep for your records)
www.irs.gov/form1098t
Instructions for Student
You, or the person who can claim you as a dependent, may be able to claim an education
credit on Form 1040 or Form 1040A. This statement has been furnished to you by an eligible
educational institution in which you are enrolled, or by an insurer who makes reimbursements
or refunds of qualified tuition and related expenses to you. This statement may help you claim
an education credit. To see if you qualify for a credit, and for help in calculating the amount of
your credit, see Pub. 970, Form 8863, and the Form 1040 or 1040A instructions.
Your institution must include its name, address, and information contact telephone number
on this statement. It may also include contact information for a service provider. Although the
filer or the service provider may be able to answer certain questions about the statement, do
not contact the filer or the service provider for explanations of the requirements for (and how
to figure) any education credit that you may claim.
Student's taxpayer identification number (TIN). For your protection, this form may show
only the last four digits of your SSN, ITIN, ATIN, or EIN. However, the issuer has reported your
complete TIN to the IRS. Caution: If your TIN is not shown in this box, your school was not
able to provide it. Contact your school if you have questions.
Account number. May show an account or other unique number the filer assignedto
distinguish your account.
Caution: Education credits may only be claimed for qualified tuition and related expenses
that were actually paid in 2016. Institutions may report either payments received during the
calendar year in box 1 or the amounts billed during the calendar year in box 2, and they may
change their reporting method as reported in box 3. The amount shown in box 1 or box 2 may
represent an amount other than the amount actually paid in 2016.
Box 1. Shows the total payments received in 2016 from any source for qualified tuition and
related expenses less any reimbursements or refunds made during 2016 that relate to those
payments received during 2016.
Box 2. Shows the total amounts billed in 2016 for qualified tuition and related expenses less
any reductions in charges made during 2016 that relate to those amounts billed during 2016.
Box 3. Shows whether your institution changed its method of reporting for 2016. Ithas
changed its method of reporting if the method (payments received) used for 2016 is different
from the reporting method used for 2015 (amounts billed). You should be aware of this
change in figuring your education credits.
Box 4. Shows any adjustment made for a prior year for qualified tuition and relatedexpenses
that were reported on a prior year Form 1098-T. This amount may reduceany allowable
education credit that you claimed for the prior year (may result in an increase in tax liability for
the year of the refund). See “recapture” inthe index to Pub. 970 to report a reduction in your
education credit or tuition andfees deduction.
Box 5. Shows the total of all scholarships or grants administered and processed bythe eligible
educational institution. The amount of scholarships or grants for thecalendar year (including those
not reported by the institution) may reduce the amountof the education credit you claim for the year.
TIP: You may be able to increase the combined value of an education credit and certain
educational assistance (including Pell Grants) if the student includes some or all of the
educational assistance in income in the year it is received. For details, see Pub. 970.
Box 6. Shows adjustments to scholarships or grants for a prior year. This amountmay affect the
amount of any allowable tuition and fees deduction or educationcredit that you claimed for the
prior year. You may have to file an amended income tax return (Form 1040X) for the prior year.
Box 7. Shows whether the amount in box 1 or 2 includes amounts for an academicperiod
beginning January—March 2017. See Pub. 970 for how to report theseamounts.
Box 8. Shows whether you are considered to be carrying at least one-half thenormal full-time
workload for your course of study at the reporting institution.
Box 9. Shows whether you are considered to be enrolled in a program leading to agraduate
degree, graduate-level certificate, or other recognized graduate-leveleducational credential.
Box 10. Shows the total amount of reimbursements or refunds of qualified tuitionand related
expenses made by an insurer. The amount of reimbursements or refundsfor the calendar year
may reduce the amount of any education credit you can claimfor the year (may result in an
increase in tax liability for the year of the refund).
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 www.irs.gov/form1098t.
Form 1098-T
2016
Tuition
Statement
Copy C
For Filer
Department of the Treasury - Internal Revenue Service
OMB No. 1545-1574
For Privacy Act and
Paperwork
Reduction Act
Notice, see
the 2016 General
Instructions for
Certain Information
Returns.
VOIDCORRECTED
FILER'S name, street address, city or town, state or province, country, ZIP or
foreign postal code, and telephone number
FILER'S federal identification no.
STUDENT'S taxpayer identification no.
STUDENT'S name
Street address (including apt. no.)
City or town, state or province, country, and ZIP or foreign postal code
Service Provider/Acct. No. (see instr.)
1 Payments received for
qualified tuition and related
expenses
$
2 Amounts billed for
qualified tuition and
related expenses
3 Check if you have changed your
reporting method for 2016
4 Adjustments made for a
prior year
$
5 Scholarships or grants
$
6 Adjustments to
scholarships or grants
for a prior year
$
7
Check this box if the
amount in box 1 or 2
includes amounts for
an academic period
beginning January
—
March 2017
▶
8 Check if at least
half-time student
9 Check if a graduate
student ....
10 Ins. contract reimb./refund
$
$
Form 1098-T
www.irs.gov/form1098t
Instructions for Filer
To complete Form 1098-T, use:
• the 2016 General Instructions for Certain Information
Returns, and
• the 2016 Instructions for Forms 1098-E and 1098-T.
To order these instructions and additional forms, go
to www.irs.gov/form1098t.
Caution: Because paper forms are scanned during
processing, you cannot file Forms 1096,1097, 1098,
1099, 3921, 3922, or 5498 that youdownload and print
from the IRS website.
Due dates. Furnish Copy B of this form to the student
by January 31, 2017. For information on furnishingForm
1098-T electronically, see the separateSpecific
Instructions for Form 1098-T.
File Copy A of this form with the IRS by February 28,
2017. If you file electronically, the due date is March 31,
2017. To file electronically, you must have software that
generates a file according to the specifications in Pub.
1220. The IRS does not provide a fill-in form option.
Caution: By checking the box in STUDENT'S taxpayer
identification no., you are making a true and accurate
certification under penalty of perjury that you have
complied with standards promulgated by the Secretary
for obtaining such individual's TIN.
Need help? If you have questions about reporting on
Form 1098-T, call the information reporting customer
service site toll free at 1-866-455-7438 or304-263-8700
(not toll free). Persons with a hearing or speech
disability with access to TTY/TDD equipment can call
304-579-4827 (not toll free).
