IRS Release Status: FINAL

Sample Excel Import File: 1098-T 2023.xlsx

What's New for 2023

  • No form changes


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 Certified1CheckboxSTUDENT'S taxpayer identification no. checkboxX / Y / T / 1 = Checked

Box 1 Amount

12Amount

Box 1: Payments received for qualified tuition and related expenses


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 includes amount for an Academic Period Beginning in January through March of 2021 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: Insurance Contract Reimbursements or Refunds
See Form Common FieldsForm fields common to all form types.

1098-T Form:

IRS 1098-T Form:  https://www.irs.gov/pub/irs-pdf/f1098t.pdf

IRS 1098-T Instructions:  https://www.irs.gov/pub/irs-pdf/i1098et.pdf


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