Printable 1098-T Tax Form for 2022-2023

This article will guide you through filing the printable 1098-T tax form. This form reports tuition payments made during the year and is essential for students and their parents who want to claim education-related tax credits.

Obtaining the Printable Blank 1098-T PDF

The printable version of the 1098-T tax form is available on the official website of the Internal Revenue Service (IRS). You can download the form from the IRS website, fill it out manually, and mail it to the IRS. The printable blank version is particularly helpful for those who do not have computer access or feel uncomfortable using the online PDF.

Filling Instruction

When filling out the 1098-T template, it is important to follow the rules to avoid any errors that could delay or reject your tax return. Here are some guidelines to follow:

• Provide accurate and complete information in each field.
• Use only black ink to fill out the sample.
• Do not use dollar signs or commas when entering dollar amounts.
• Make sure that the name and Social Security number (SSN) on the form match the name and SSN on your tax return.
• Report all qualified education expenses paid during the year, including tuition, fees, and books. Don't include expenses for room and board or personal expenses.
• Report the amount on the form if you received any scholarships or grants during the year. However, if the scholarship or grant was used for non-qualified expenses, such as room and board, it shouldn't be reported on the document.
• The rules for filling out the printable version of the template are the same as those for the fillable online version.

How to File the Form Correctly

Once you have filled out the 1098-T copy, you must file it with the IRS. You can file the copy electronically or mail it to the IRS. If you choose to mail the form, send it to the correct address based on your location and type of payment.
There are a few difficulties that you may encounter when filing the form. For example, if the name or SSN on the template and your tax return don't match, your tax return may be delayed or rejected. Additionally, if you don't report all of your qualified education expenses, you may be unable to claim the full amount of education-related tax credits.

If you're unsure about how to fill out the sample or have questions about the filing process, it is recommended that you seek the advice of a tax professional.

Due Date

The due date for filing the 1098-T sample is January 31st of each year. If you're filing the template electronically, it must be submitted by this date. If you're mailing the form, it must be postmarked by January 31st.