Education Expenses

Provide details of expenses for education to determine which credit or deduction will benefit you the most

Tuition
Did you or any other member of your family pay any educational expenses this year?
- Yes
- No
If yes, was any tuition paid for either of the first two years of post-secondary education?
- Yes
- No
If yes complete the following and provide Form 1098-T from school:
Room and board and any other fees outside of tuition or course materials paid should not be included in the amount paid.
The term "qualified tuition and related expenses" has been expanded to include expenditures for "course materials." For this purpose, the term "course materials" means books, supplies and equipment needed for a course of study whether or not the materials are purchased from the educational institution as a condition of enrollment or attendance.
Student Name Institution Grade/Level Amount Paid
Form 1098-T
Was any of the preceding tuition paid with funds withdrawn from an educational IRA?
- Yes
- No
If yes, how much?
Student Loan Interest
Payee Amount Paid
Contact Information
Name
First Last
Email Address
Phone Number

Tuition