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1098-T FAQ's

Get copies of your 1098-T
1098T Form
STUDENT'S social security number
For your protection, this form may show only the last four digits of your social security number (SSN). Individual taxpayer identification number (ITIN), or adoption taxpayer identification number (ATIN). However, Rogue has reported your complete identification number to the IRS and, where applicable, to state and/or local governments as required.
Service Provider/Acct. No.
May show an account or other unique number the filer assigned to distinguish your account. Shows the student's ID number.
Box 1: Payments Received for qualified and related expenses
Shows the total payments received in the tax year in question from any source for qualified tuition and related expenses less any reimbursements or refunds made during that year that relate to those payments received during that year.
Box 2: Amounts billed for qualified and related expenses
Shows the total amounts billed in the tax year in question for qualified tuition and related expenses less any reductions in charges made during the year that relate to those amounts billed during the year.
Box 3: Change of reporting method
Shows whether your institution changed its method of reporting for the tax year in question. It has changed its method of reporting if the method (payments received or amounts billed) used for the tax year in questions is different than the reporting method used for the prior tax year. You should be aware of this change in figuring your education credits. The credits are allowable only for amounts actually paid during the year and not amounts reported as billed, but not paid, during the year.
Box 4: Adjustments made for a prior year
Shows any adjustment made for a prior year for qualified tuition and related expenses that were reported on a prior year Form 1098T. This amount may reduce any 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 in the index to Pub. 970 to report a reduction in your education credit or tuition and fees deduction.
Box 5: Scholarships or grants
Shows the total of all scholarships or grants administered and processed by the eligible educational institution. The amount of scholarships or grants for the calendar year (including those not reported by the institution) may reduce the amount of the education credit you claim for the year.
Box 6: Adjustments to scholarships/grants for a prior year
Shows adjustments to scholarships or grants for a prior year. This amount may affect the amount of any allowable tuition and fees deduction or education credit 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: Amount in Box 1 or 2 includes academic period beginning January - March of following year
Shows whether the amount in Box 1 or 2 includes amounts for an academic period beginning January-March of the following year. See Pub. 970 for how to report these amounts.
Box 8: Half-time student
Shows whether you are considered to be carrying at least one-half the normal full-time workload for your course of study at the reporting institution. If you are at least a half-time student for at least one academic period that begins during the year, you meet one of the requirements for the American opportunity credit. You do not have to meet the workload requirement to qualify for the lifetime learning credit.
Box 9: Graduate student
Shows whether you are considered to be enrolled in a program leading to a graduate degree, graduate-level certificate, or other recognized graduate-level educational credential.
Box 10: Insurer contract reimbursements/refund
Shows the total amount of reimbursements or refunds of qualified tuition and related expenses made by an insurer. The amount of reimbursements or refunds for the calendar year may reduce the amount of any education credit you can claim for the year (may result in an increase in tax liability for the year of the refund).