Tuition records and Form 1098-T
Students and families: how to gather education documents so your preparer can see what was paid and by whom.
Guide · Version 1 · 2 min read · Reviewed by Meridian Review Team · Sep 15, 2026
What the form is
Form 1098-T comes from the school and reports tuition-related amounts for the year. It is a starting point. It does not show everything you paid.
What to gather
- Form 1098-T from each school you attended.
- Your own payment records: receipts, statements or the school's payment history.
- Records of required books and course materials, if you paid for them.
- Records of any scholarships or grants you received.
Why your own records matter
The school's form and your actual payments can differ in timing. Your preparer compares them, so please send both rather than choosing one.
Whose records are they?
If a parent paid and a student attended, keep a note of who paid. Do not assume anyone else can see your records. Authorization is set up with your preparer, not in the hub.
Sending them
Upload through the secure portal. Student ID numbers and account numbers appear on these documents.