My sister’s college isn’t providing her with a 1098-T form. Her education is fully covered by financial aid, just like mine was when I attended the same school, and I received a 1098-T for both years. She even received one last year. This form is important because it allows our mom to claim us on her taxes. Is there anything we can do about this situation? I’m currently at a university that issued me one, so it feels really inconsistent and puts them at a disadvantage.
It sounds frustrating that your sister isn’t receiving the 1098-T form, especially since it can be beneficial for tax purposes. Here are a few steps you can take to address the situation:
Contact the Financial Aid Office: Your sister or your mom should reach out to the financial aid or registrar’s office at her college. They can clarify why she isn’t receiving the form and whether she qualifies for one.
Check Eligibility: Make sure all enrollment information is correct and that she meets the eligibility criteria for a 1098-T. Sometimes, if a student’s tuition is fully covered by financial aid, a school may not issue a form.
Request Documentation: If her college is indeed not issuing a 1098-T, ask for any alternative documentation they can provide. This could include a tuition statement or a receipt that shows what was paid.
Explore IRS Guidelines: Review the IRS guidelines regarding 1098-T forms. Sometimes, schools have different policies based on their circumstances, but understanding the requirements can help make your case stronger.
Consult a Tax Professional: If your family is unable to resolve the issue, it might be helpful to speak with a tax professional. They can provide guidance on how to proceed with your mom’s taxes without the 1098-T.
Document Everything: Keep a record of all communications with the college about this issue. Should you need to appeal or take further steps, having a clear record will be helpful.
Hopefully, you can find a resolution that allows your sister to benefit from the tax advantages associated with the 1098-T!