IRS Form 1098-T is issued to most students who paid for “qualified educational expenses” in the preceding calendar year.  This form provides summary information of payments received for qualified tuition and fees along with summary information for scholarships and grants.  This form is provided to help students and parents determine eligibility* for educational tax credits.

*Eligibility Information: Refer to IRS Publication 970 “Tax Benefits for Education” to determine if you are eligible for the education tax credits.  Please note that the Office of Student Accounts cannot offer individual tax advice.

IRS Form 1098-T will be available to eligible students by January 31st of each year.

To view and download a copy of your form, please log into YaleHub and go to the “Student Accounts” tile.  Then click YalePay.  In the Quick Links section, click “View Your 1098-T.”

To complete the 1098-T eConsent Form, log into YaleHub and go to the “Student Accounts” tile and click “1098T eConsent” to accept the terms.

Please refer to Instructions for Forms 1098-E and 1098-T (2023) | Internal Revenue Service (irs.gov) for information related to each box on Form 1098-T.  

Box 1 – Payments Received for Qualified Tuition and Related Expenses

Box 2 – Reserved 

Box 3 – Reserved

Box 4 - Adjustments Made for a Prior Year

Box 5 - Scholarships or Grants

Box 6 - Adjustments to Scholarships or Grants for a Prior Year

Box 7 - Checkbox for Amounts for an Academic Period Beginning in January Through March of 2024

Box 8 - Check if at Least Half-Time Student

Box 9 - Check if a Graduate Dtudent

Box 10 - Insurance Contract Reimbursements or Refunds

Box 1 represents amounts paid in the calendar year for qualified tuition and related expenses (QTRE) but does not include payments made for housing and food, insurance, and other miscellaneous fees.  These other fees, while important, are not considered mandatory education expenses for tax purposes.

Please refer to IRS Publication 970 “Tax Benefits for Education” for more information.  Note that the Office of Student Accounts cannot offer individual tax advice.

The purpose of Form 1098-T is to provide summary information of payments received for qualified tuition and fees along with summary information for scholarships and grants.  This form is provided to help students and parents determine eligibility for an educational tax credit.

Please refer to IRS Publication 970 “Tax Benefits for Education” for more information.  Note that the Office of Student Accounts cannot offer individual tax advice.

All student account information is available to view in YalePay.  Under the “Account Activity” tab, you can use the “Generate Activity Report” and filter by the calendar year to view all charges and scholarships posted for that year.

Yes, the fellowships your received in the calendar year will be reported in Box 5 as a (scholarships, grants, fellowships). Form 1098-T reports activity occurring in the calendar year.

Since insurance (both medical and dental) is not considered to be a qualified tuition and related expense, this expense it is not reported on your Form 1098-T. However, if you received a scholarship to cover this expense, it will be reported in Box 5 of the Form 1098-T.

A: If your SSN is incorrect or missing, please complete the Substitute Form W-9s: Forms | Student Accounts (yale.edu).  Past forms cannot be updated after the file is submitted to the IRS.

Please contact our office and we can assist you: yaleuniversity.tfaforms.net/f/student_accounts.  

Please refer to IRS Publication 970 “Tax Benefits for Education” to determine if you are eligible for the education tax credits. Individuals should save their records of tuition and financial aid for tax purposes.

Your ability to claim these tax benefits depends on your individual circumstances.  More details about the credits and the qualified tuition and fees are available on https://www.irs.gov/.