8383 VOID CORRECTED

FILER’S name, street address, city, state, ZIP code, and telephone number

Tuition

Payments

Statement

FILER’S Federal identification no. STUDENT’S social security number 3

STUDENT’S name

2

Street address (including apt. no.)

4

City, state, and ZIP code

Account number (optional)

Form 1098-T Cat. No. 25087J Department of the Treasury - Internal Revenue Service

Check if at least

half-time student

5

Form 1098-T

OMB No. 1545-1574

Check if a graduate

student

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

2001

Scholarships or grants

Reimbursements or

refunds

Qualified tuition and

related expenses

1

$

$

$

Copy A

For

Internal Revenue

Service Center

File with Form 1096.

For Privacy Act

and Paperwork

Reduction Act

Notice, see the

2001 General

Instructions for

Forms 1099, 1098,

5498, and W-2G.
CORRECTED (if checked)

FILER’S name, street address, city, state, ZIP code, and telephone number

FILER’S Federal identification no. STUDENT’S social security number

STUDENT’S name

Street address (including apt. no.)

City, state, and ZIP code

Account number (optional)

Form 1098-T Department of the Treasury - Internal Revenue Service

Copy B

(Keep for your records.)

This is important

tax information

and is being

furnished to the

Internal Revenue

Service.

For Student

OMB No. 1545-1574

Tuition

Payments

Statement

1

2

4 At least half-time

student (if checked)

5

Form 1098-T

Graduate student

(if checked)

2001

Scholarships or grants

Reimbursements or

refunds

Qualified tuition and

related expenses

$

$

$

3
Instructions for Student

An eligible educational institution, such as your college or

university, that receives qualified tuition and related

expenses on your behalf must furnish this statement to

you. This information will help to determine whether you, or

the person who may claim you as a dependent, may claim

an income tax credit for the Hope credit or lifetime learning

credit on Form 8863, Education Credits. For information

about these credits, see Pub. 970, Tax Benefits for Higher

Education.

Box 4. Shows whether you are considered to be carrying at

least one-half the normal full-time work load for your course

of study at the reporting institution. If you are at least a

half-time student for at least one academic period

beginning during the year, you meet one of the

requirements for the Hope credit. You do not have to be a

half-time student to qualify for the lifetime learning credit.

Box 5. Shows whether you are considered to be enrolled in

a program leading to a graduate degree, graduate-level

certificate, or other recognized graduate-level educational

credential. If you are enrolled in a graduate program, you

are not eligible for the Hope credit, but you may qualify for

the lifetime learning credit.

Caution: If you are claimed as a dependent by another

person (including your parent(s)), you cannot claim the Hope

credit or lifetime learning credit. However, the person

claiming you may be entitled to the credit on his or her tax

return.

Box 1. Shows the total of all qualified tuition and related

expenses paid.

Box 2. Shows the total of all reimbursements or refunds of

qualified tuition and related expenses made. The amount of

Box 3. Shows the total of all scholarships or grants

processed by the eligible educational institution. The

amount of scholarships or grants for the calendar year may

reduce the amount of any allowable education credits you

may claim for the year or prior year.

Note: The reporting institution is not required to, but may,

provide information in boxes 1 through 3.

reimbursements or refunds of qualified tuition and related

expenses made for the calendar year may reduce the

amount of any allowable education credits you may claim

for the year or prior year.
VOID CORRECTED

FILER’S name, street address, city, state, ZIP code, and telephone number

FILER’S Federal identification no. STUDENT’S social security number

STUDENT’S name

Street address (including apt. no.)

City, state, and ZIP code

Account number (optional)

Form 1098-T Department of the Treasury - Internal Revenue Service

OMB No. 1545-1574

Tuition

Payments

Statement

1

2

4 Check if at least

half-time student

5

Form 1098-T

Check if a graduate

student

For Filer

2001

For Privacy Act

and Paperwork

Reduction Act

Notice, see the

2001 General

Instructions for

Forms 1099,

1098, 5498,

and W-2G.

Copy C 3 Scholarships or grants

Reimbursements or

refunds

Qualified tuition and

related expenses

$

$

$
Filers, Please Note—

To help make it easier for you to get only the

information you need to complete the Forms 1099,

1098, 5498, and W-2G you file, we provide general

and specific form instructions as separate products.

The products you should use for 2001 are the

General Instructions for Forms 1099, 1098, 5498,

and W-2G, which contain general information

concerning Form 1098-T and forms in the 1099

series, and the separate specific instructions for each

information return you file. Specific information

needed to complete this form is given in the 2001

Instructions for Forms 1098-E and 1098-T. A chart

in the general instructions gives a quick guide to

which form must be filed to report a particular

payment. You can order these instructions and

Due dates. Furnish Copy B of this form to the

student by January 31, 2002.

File Copy A of this form with the IRS by

February 28, 2002. If you file electronically, the due

date is April 1, 2002.

Caution: Because the IRS processes paper forms by

machine (optical character recognition equipment),

you cannot file with the IRS Forms 1096, 1098, 1099,

or 5498 that you print from the IRS’s Internet Web

Site.

additional forms by calling 1-800-TAX-FORM

(1-800-829-3676). You can also get forms and

instructions from the IRS’s Internet Web Site at

www.irs.gov.