Enter institution & student
Add the filer’s EIN and information-contact phone, and the student’s permanent mailing address and taxpayer ID.
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Bring institution and student records together. Enter reportable tuition payments, scholarships and adjustments, then review your original IRS statement.
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Available tax years: 2025 and 2026 · Preview before checkout
Add the filer’s EIN and information-contact phone, and the student’s permanent mailing address and taxpayer ID.
Enter actual reportable amounts and applicable enrollment selections. Check Copy B as it updates.
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Copy B contains your institution, student and reportable amounts. All original instructions and printing information are included. Red Copy A stays blank.
Our Form 1098-T preparation guide explains tuition, scholarships and the additional records needed when reviewing education credits.
This service prepares a statement from records. It does not determine education credits, verify institution eligibility or file with tax agencies.
Choose 2025 or 2026. Each year uses its own original IRS PDF, including the separate address boxes introduced for 2026.
Eligible educational institutions and their designated filers prepare tuition statements. Insurers may report qualified tuition reimbursements in Box 10. Students should obtain the institution’s actual records.
No. Enter qualified tuition payments after applicable same-year refunds. Scholarships and grants are reported separately in Box 5.
Select that option and confirm the institution’s required written solicitation. The student TIN stays blank. Red Copy A is not completed, and this service does not perform IRS filing or certify solicitation on your behalf.
$9.99 USD covers one student’s four-page PDF packet. Copy B is filled and red Copy A remains blank. Filing is not included.
Yes. Save for later creates a private link valid for 30 days. Completed orders have private access for 90 days. Completed-order emails include your private access link.
One student. All included pages. $9.99 USD.