If a college will not give out a 1098T, then what?

[shyanne-2]

I believe the college is University of Southern Indiana. The student received more in Scholarships and grants than the cost of the tuition. She probably has some taxable income there, but the college refuses to issue a 1098T saying they are not obligated to do so. Any thoughts?

[Just-Lisa-Now- · Accepted solution]

I believe if they are an eligible educational institution then they are required by IRS to issue them...maybe they're not an eligible school.

Heres the list:

https://www.irs.gov/credits-deductions/individuals/earned-income-tax-credit/eligible-educational-ins...

[IRonMaN]

Indiana ------------------ sounds like a "squirrelly" question :smile:

[shyanne-2]

I think they're just nuts.

[Just-Lisa-Now-]

:smile:

[TAXOH]

:joy:

[TaxGuyBill]

They are not REQUIRED to issue them if scholarships are greater than tuition.  But if anybody in the accounting department has a brain, they SHOULD issue them anyways.
https://www.irs.gov/instructions/i1098et#idm139685283842800

[The-Tax-Lady]

You're talking about higher education brains. They got an extra year to figure out box 1 from 2 money. 🙂

[sjrcpa]

"if anybody in the accounting department has a brain" That's a bold assumption.

[shyanne-2]

TaxGuyBill. So they weren't required and they didn't. Then does the student get a pass on the overage that would otherwise be taxable if not used for books, fees etc? Or do I need to reconstruct from billing records?
Thanks for your time!

[rbynaker]

Whether or not a particular college files a form does not impact the rules for taxable scholarships.

https://www.irs.gov/help/ita/do-i-include-my-scholarship-fellowship-or-education-grant-as-income-on-...

[shyanne-2]

Got it. Thank you

[rbynaker]

Usually the student can log in somewhere and print out a financial history.  That should show you the ins and outs.

[shyanne-2]

That's what my client has requested from the college. Thanks!

[rbynaker]

I get this for all clients anyway.  1098-T forms are notoriously incorrect.