1099 & W-9

File IRS Form 1098-T online

Avalara 1099 & W-9 supports the e-filing and e-delivery of many IRS form types, including Form 1098-T for reporting educational expenses.

What is Form 1098-T and when is it required?

Form 1098-T reports qualified tuition and related educational expenses paid by students during the tax year. This form is issued by educational institutions to the student and to the IRS. It provides details about educational expenses, which can be used to claim tax credits.


Educational institutions must file Form 1098-T with the IRS for each student who has paid qualified tuition or received scholarships and/or grants during the tax year. This includes reporting:

 

  • Tuition and related fees paid
  • Scholarships and grants received
  • Adjustments made to prior year filings

Can I file Form 1098-T online?

Yes. You can e-file Form 1098-T through the IRS website or by mail. You may also use Avalara 1099 & W-9 to streamline the e-filing process and help prevent costly errors.

What are the IRS deadlines for filing Form 1098-T?

  • Send copies to recipients by March 31.
  • E-file with the IRS by January 31.

 

When these dates fall on a weekend or holiday, the deadline shifts to the next business day.

Do I need to file Form 1098-T with state tax agencies?

It depends. Some states require you to file Form 1098-T directly, especially if state income tax was withheld or if you’re not using the IRS Combined Federal/State Filing Program (CF/SF). Requirements, deadlines, and formats vary by state.

What are qualified tuition and related expenses for the purposes of a 1098-T?

Qualified tuition and related expenses are generally limited to tuition and fees required for enrollment or attendance at an educational institution. Additional expenses like room and board, transportation, and personal expenses are not considered qualified for the purposes of the 1098-T.

With Avalara 1099 & W-9, e-file, e-deliver, and e-correct the most common IRS form types

With Avalara 1099 & W-9, collect W-series IRS forms from your vendors.

W-4

W-8BEN

W-8BEN-E

W-8IMY

W-9

Avalara 1099 & W-9 offers forms for you to print, sign, and mail to the IRS

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Live Q&A with 1099 experts

Got questions about the 1099-NEC, 1099-MISC, or 1042-S? Tune into our twice-weekly January webinar and get the answers you need — straight from 1099 and accounts payable professionals.

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