[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-301476-105":53,"doc-detail-301476-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","1098t-tax-form-posted-january-2022","1098T Tax Form - Posted January 2022","","1098T Tax Form Information explains how the IRS Form 1098-T reports qualified tuition and related expenses (QTRE) paid to a college or university during the calendar year. It outlines student eligibility for education tax credits, summarizes what information appears on the form, and clarifies why amounts like Box 2 may be blank. It also details how amounts in Boxes 1, 4, 5, and 6 affect education credits and provides guidance on when students receive the form and who may inquire under FERPA.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/1098t-tax-form-posted-january-2022/301476/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/1098t-tax-form-posted-january-2022/301476.png","ImageObject",442,249,{"name":88,"@type":89},"Aladdin","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-23","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":73},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What is the purpose of a 1098-T form?","Question",{"text":108,"@type":109},"The 1098-T reports information about payments for qualified tuition and related expenses (QTRE) at a college or university. It is used to help alert students who may be eligible for federal education tax credits when filing their tax return.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"Why is Box 2 blank on the 1098-T form?",{"text":113,"@type":109},"The IRS no longer allows reporting of amounts billed in Box 2, so this box is blank for all students.",{"name":115,"@type":106,"acceptedAnswer":116},"What does it mean if scholarships or grants in Box 5 exceed payments received in Box 1?",{"text":117,"@type":109},"If Box 5 exceeds Box 1, a 1098-T was not required to be produced for that situation.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},301476,1790184561,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":76,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":47,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":73},2336478503145,"https://ap-avatar.wpscdn.com/davatar_276721f389ce27ea32af1340a28f341c","1098T Tax Form  \n**We CANNOT give any tax advice, instruction, or suggestions of any kind. You should use the information on your 1098T in conjunction with your own payment records to complete your individual tax return. Please refer your inquiries to your financial advisor or the IRS website for further clarifications.  \nCurrent News:  \n• Students can log into their Self Service Account to retrieve their 1098-T  \n• Prior year tax forms remain online at the SAME site.  \n• If your Scholarships/Grants (Box 5) exceeds your Payments Received (Box 1), a 1098-Twas not required to be produced.  \nGeneral Questions:  \nWhat is a 1098-T form? ([www.irs.gov](www.irs.gov))  \nThe 1098-T Form reports information on what you paid for Qualified Tuition and Related Expenses (QTRE) at a college or university. All colleges and universities are required by the Internal Revenue Service to provide you with this information. It serves to alert students that they may be eligible for federal income tax education credits such as the Lifetime Learning Credit and the American Opportunity Credit (previously the Hope Scholarship Credit) as part of their federal income tax return. IRS Publication 970, \"Tax Benefits for Higher Education,\" as well as Chapter 35 of IRS Publication 17 (Your Federal Income Tax Guide for Individuals), provide additional information on these credits. There is no IRS requirement that you must claim the tuition and fees deduction or an education credit. Claiming education tax benefits is a voluntary decision for those who may qualify.  \nThe 1098-T contains a combination of student personal data, such as name, address, Social Security Number (SSN), and institutionally provided enrollment data, such as status as a graduate or undergraduate student, along with whether the student was enrolled at least halftime during the calendar year. The IRS will use this data to help determine who is eligible for the educational tax credits.  \n1098-T's are not produced for everyone in every tax year. The most common reason one would not receive a 1098-T would be because the Scholarships/Grants (Box 5) exceeds the Payments Received (Box 1) .  \n1098T Tax Form Information | Posted January 2022  \nWhy isn't there an amount in Box 2?  \nThe IRS no longer allows reporting of amounts billed, therefore this box is blank for ALL students.  \nWhat payments are included in Box 1? What are \"qualified tuition and related expenses\"?  \nQualified tuition and related expenses (QTRE) are those that a student must pay that are within the IRS guidelines. Only payments that pay QTRE will show in Box 1. In other words, your total payments made for the calendar year will be limited to the qualified tuition and related expenses (QTRE) for that same calendar year.  \nI only have amounts in Box 4 adjustments and/or Box 6 adjustments, what does this mean?  \nAdjustment amounts reported in Box 4 and Box 6, may change any allowable education credit you may have claimed for a prior year. We encourage you to seek the advice of a tax advisor for specific information concerning the handling of prior year adjustments.  \nWhen will I receive my 1098-T form?  \nFederal regulations mandate these items be postmarked no later than January 31st to all  \neligible students with a valid Social Security number on file and an address in the United States.  \nAm I eligible for a tax credit?  \nEmployees of Lamar University cannot offer assistance with tax form preparation, nor supply advice on what can or cannot be claimed. Please do not contact the university for that purpose.  \nThe responsibility for your individual tax circumstances rests with the taxpayer alone, and Lamar University is not responsible for your interpretation of this information. You are encouraged to refer to federal Publication 970 from the IRS.  \nCan my spouse or parent speak to someone in the Office of Student Accounts regarding my 1098-T form?  \nDue to the Family Educational Rights and Privacy Act (FERPA), only the student or tho","cbCaieuFhgk2qrdr","https://ap.wps.com/l/cbCaieuFhgk2qrdr","pdf",560443,"English","# 1098T Tax Form Information\n## Current News\n## General Questions\n## Why Box 2 Is Blank\n## Box 1 and QTRE Explained\n## Box 4/Box 6 Adjustments\n## When Students Receive 1098-T\n## Tax Credit Eligibility and Limits\n## FERPA and Who Can Contact Student Accounts\n## 1098T Tuition Statement - Explanation of Boxes\n### Box 1 Payments Received\n### Included vs Not Included Payment Sources\n### Included vs Not Included QTRE Items","[{\"question\":\"What is the purpose of a 1098-T form?\",\"answer\":\"The 1098-T reports information about payments for qualified tuition and related expenses (QTRE) at a college or university. It is used to help alert students who may be eligible for federal education tax credits when filing their tax return.\"},{\"question\":\"Why is Box 2 blank on the 1098-T form?\",\"answer\":\"The IRS no longer allows reporting of amounts billed in Box 2, so this box is blank for all students.\"},{\"question\":\"What does it mean if scholarships or grants in Box 5 exceed payments received in Box 1?\",\"answer\":\"If Box 5 exceeds Box 1, a 1098-T was not required to be produced for that situation.\"}]","1098T Tax Form - Posted January 2022 | PDF",1789782752]