1098-T Form Policy

The University of Pennsylvania provides the 1098-T form each year to students who have paid qualified tuition and related expenses (QTRE). The 1098-T form can assist you with filing for federal education tax credits. You can find detailed information about claiming education tax credits and eligibility criteria in IRS Publication 970, page 9.

Beginning in 2018, the University is required to report in Box 1 of form 1098-T the amount of QTRE you paid during the year. Total payments reported in Box 1 cannot exceed the amount of QTRE. The amount reported in Box 1 is not reduced by scholarships and grants reported in Box 5.

We partner with our vendor, Heartland ECSI, to deliver your 1098-T form electronically within Penn.Pay.

Keep in mind that the 1098-T is an informational form and your student account statement is the most important information you can use to support a claim for a federal tax credit or deduction. Students and Authorized Users can generate their own account activity report in Penn.Pay. For tax purposes, print your payment history activity from January 1 to December 31.

Frequently Asked Questions