Form 1098-T data entry

To enter information from Form 1098-T, Tuition Statement, you can either:

Form field	Folder > Screen	Field	Statement column
Student's SSN	Educate > Educate	Eligible student information	Student's SSN
Filer's name - Educational Institution	Educate > Educate	Eligible student information	Name
Filer’s address	Educate > Educate	Eligible student information	Institution address columns
Box 1 - Payments received for qualified tuition	Educate > Educate	Eligible student information	Pymt Rec’d Qual Tuition
Box 3 - Check if you have changed your reporting method	Educate > Educate	Eligible student information	Inst. Changed Method
Box 4 - Adjustments made for a prior year	Educate > Educate	Eligible student information	Adj for Prior Yr
Box 5 - Scholarships or grants	Educate > Educate	Eligible student information	Scholarships and Grants
Box 6 - Adjustments to scholarships for a prior year	Educate > Educate	Eligible student information	Adj to Schol Prior Yr
Box 7 - Check if amount in box 1 or 2 includes amounts for January - March 2024	Educate > Educate	Eligible student information	Amts for 2024 Semester
Box 8 - Check if at least half-time student	Educate > Educate	Eligible student information	If blank, AOTC Disqualifier = 2, Not enrolled at least half-time
Box 9 - Check if a graduate student	Educate > Educate	Eligible student information	Graduate student
Box 10 - Ins. contract reimb./refund	Educate > Educate	Eligible student information	Ins Contract Reimb

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