IRS Release Status: FINAL

Sample Excel Import File: 1098-T 2018.xlsx

What's New for 2018

  • 2017 Box 2 'Amounts billed for qualified tuition and related expenses' was removed.


Import Form Fields:

Field NameSizeType DescriptionNotes
See Form Filer Common FieldsFiler fields common to all form types.
See Recipient Common FieldsRecipient fields common to all form types.
RCP TIN Checkbox1CheckboxSTUDENT'S taxpayer identification no. checkboxX / Y / T / 1 = Checked

Box 1 Amount

12Amount

Box 1: Payments received for qualified tuition and related expenses


Box 3 Checkbox

1Checkbox

Box 3: Check if you have changed your reporting method for 2017


Box 4 Amount12AmountBox 4: Adjustments made for a prior year
Box 5 Amount12AmountBox 5: Scholarships or grants
Box 6 Amount12AmountBox 6: Adjustments to scholarships or grants for a prior year
Box 7 Checkbox1CheckboxBox 7: Check this box if the amount in box 1 or 2 includes amounts...X / Y / T / 1 = Checked
Box 8 Checkbox1CheckboxBox 8: Check if at least half-time studentX / Y / T / 1 = Checked
Box 9 Checkbox1CheckboxBox 9: Check if a graduate studentX / Y / T / 1 = Checked
Box 10 Amount12AmountBox 10: Ins. contract reimb./refund
See Form Common FieldsForm fields common to all form types.

1098-T Form:

IRS 1098-T Form:  1098-T Form

IRS 1098-T Instructions:  1098-T Instructions

  • No labels