My sister’s college isn’t providing her with a 1098-T form, even though her education is completely covered by financial aid. I experienced the same situation when I attended the same college, and they issued me a 1098-T for both years. She received one last year as well, and the form is important because it enables our mom to claim us on her taxes. Is there anything that can be done about this? I’m currently at a university that has provided me with the form, so it’s really perplexing and puts my sister at a disadvantage.
My sisters college isn’t giving her a 1098t.
It sounds frustrating that your sister isn’t receiving a 1098-T despite the previous year’s experience and your own situation at a university. The 1098-T form is important for tax purposes, especially when it comes to education credits. Here are a few steps you and your sister can take:
Contact the Financial Aid Office: Your sister should reach out to her college’s financial aid office or the bursar’s office to inquire about the 1098-T form. They should clarify why it hasn’t been issued this year and if it can be provided despite financial aid covering her expenses.
Check Eligibility: Ensure that her situation meets the criteria for receiving a 1098-T. Sometimes, certain types of grants, scholarships, or financial aid may affect whether the form is issued.
Request Documentation: If the college insists they won’t provide the form, ask if they can provide documentation or a letter that details the financial aid received. This may help in filing taxes, although it won’t carry the same benefits as the 1098-T.
Consult Tax Professionals: It might be a good idea for your mom to consult a tax professional for advice on how to proceed without the 1098-T, as they may have insights into alternative deductions or credits she could claim.
Review IRS Guidelines: Check the IRS guidelines on the 1098-T form to see what the requirements are and if there might be any other recourse or exception applicable to your sister’s situation.
Hopefully, by reaching out to the college and understanding the requirements, you can help your sister resolve this issue!