There are two types of tax documents (1098-T and / or 1098-E) that you might receive if you are attending or have attended school, including your children. A 1098-T is a form that you should receive for tuition expenses. If you or your dependent went to a qualified school 99% of the time a 1099-T form will be issued. We must get a copy of this form in addition to completing the information below.

A 1098-E is a form to report student loan interest. While we need the 1098-T form you can report student loan interest to us without a corresponding 1098-E form by using the submit form below.

Caution, if you are paying for your children’s education and tuition and he or she has a job, we should prepare both tax returns. Depending on your income in conjunction with your child’s income, there might be better credits for your son or daughter to report the 1098-T and associated expenses on his or her tax return.

In other words, your high income might phase out the credits while your child’s income might allow for the maximum credit. Let us help maximize the tax benefit for the family unit.

You may submit multiple students as necessary.

Tuition Expenses (1098-T)

Please describe the school enrollment. What year in school is the student? Is it a graduate program? Is the student enrolled at least half time?

* Uniforms are typically only deductible for students who are required to have uniforms such as nurses, hygienists, doctors, etc.

Other Expenses

If the student incurred other educational expenses required for attendance please list them below-

Reimbursements

If any student expenses were reimbursed through an employer, education grant or military such as the GI Bill, or if you used US Savings Bonds, 529 withdrawals or ESA withdrawals, please be very specific and list the amount(s) and source(s) below-

Tuition Expense Submission

Please select the tax year that this information is associated with. In addition, please enter your name so we can group your submissions together plus your email address. Click the Submit button below to securely and safely send this information to us. You can submit as many forms as needed. If you later discover an error- simply re-submit your information and check the box below letting us know.

Yes     No

Student Loans (1098-E)

If you received a 1098-E from your student loan provider, please send that to us. Otherwise, you can complete the form below. Student loan interest deduction is limited to $2,500 and you do not have to itemize your deductions to receive the benefit.

Student Loan Interest Submission

Please select the tax year that this information is associated with. In addition, please enter your name so we can group your submissions together plus your email address. Click the Submit button below to securely and safely send this information to us. You can submit as many forms as needed. If you later discover an error- simply re-submit your information and check the box below letting us know.

Yes     No