2019 1098-T Forms

Brandeis can only answer questions related to how the form was prepared. The tax payer should review relevant IRS forms and publications for explanations relating to eligibility and calculating any allowable education tax credit. 

Please see 2019 1098-T FAQ as to who can view and receive 1098-T's due to FERPA regulations.*

IRS Publication 970 on the IRS.gov website details Tax Benefits for Education.

Paper forms will be postmarked by January 31, 2020. Paper forms were mailed to the permanent address on record in sage. You can also access a pdf of the form through Sage self service.  

What information is on the 2019 1098-T?

Box 1 

For calendar year 2019, IRS regulations require schools to report Box 1 amounts paid for qualified tuition and related expenses.  This reflects payments received for qualified expenses (tuition and required fees) from all sources during the 2019 calendar year.  This amount is not reduced by scholarships and grants reported in Box 5. 

Box 2  is blank intentionally.

Box 3 is blank intentionally.

Box 4

Adjustments made for a prior year: This box: reflects refunds or reimbursements made in 2019 that relate to payments received and reported to the IRS in any prior year.  

Box 5

Scholarships or grants: reflects the total scholarships and grants posted to the student account in calendar year 2019. 

Box 6

Adjustments to scholarships or grants for a prior year: reflects reduction in scholarships and grants made during the 2019 calendar year that related to amounts reported on a prior year’s 1098-T. This could affect a tax credit for a prior year, please consult with your tax preparer or the IRS.

2019 1098-T FAQ