Looking for a spreadsheet template you can use to file 1098-T Forms?
This page provides a 1098-T Excel Template you can download to your computer, populate using spreadsheet program and then import inside W2 Mate software to print and e-File your 1098-T tax forms.
DOWNLOAD 1098-T EXCEL TEMPLATE GO TO 1099 SOFTWARE DETAILS PAGE
| Field Name | Notes | Example |
| STUDENT'S social security number | This is a mandatory field. Text field, maximum 11 characters long. | 652-45-7888 |
| Check Box for STUDENT'S taxpayer ID number Certification | This field can either be 1 or 0. 1 means the check box is checked and 0, means it's unchecked. | 1 |
| STUDENT'S Name (Line One) | This is a mandatory field. Text field, maximum 40 characters long. | John Doe |
| STUDENT'S Name (Line Two) | Text field, maximum 40 characters long. | |
| STUDENT'S Address1 | Text field, maximum 30 characters long. | South Orange Drive |
| STUDENT'S City | Text field, maximum 20 characters long. | Banana Town |
| STUDENT'S State | Must be one of the following: AA, AC, AE, AK, AL, AP, AR, AS, AZ, CA, CO, CT, DC, DE, FL, GA, GU, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MP, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY | IL |
| STUDENT'S Zip Code | Text field, maximum 11 characters long. | 25201 |
| Account Number | Text field, maximum 12 characters long. | 652-999 |
| Box 1 Payments received for qualified tuition and related expenses | Numeric field (shouldn’t include any non-numeric characters like a ","). | 12500.00 |
| Box 2 Amounts billed for qualified tuition and related expenses | Numeric field (shouldn’t include any non-numeric characters like a ","). | 7500.00 |
| Box 3 Reporting method changed from the previous year | This field can either be 1 or 0. 1 means the check box is checked and 0, means it's unchecked. | 1 |
| Box 4 Adjustments made for prior year | Numeric field (shouldn’t include any non-numeric characters like a ","). | 1000.00 |
| Box 5 Scholarships or grants | Numeric field (shouldn’t include any non-numeric characters like a ","). | 3200.00 |
| Box 6 Adjustments to scholarships or grants for a prior year | Numeric field (shouldn’t include any non-numeric characters like a ","). | 700.00 |
| Box 7 Academic Period Indicator | This field can either be 1 or 0. 1 means the check box is checked and 0, means it's unchecked. | 0 |
| Box 8 Half time Student Indicator | This field can either be 1 or 0. 1 means the check box is checked and 0, means it's unchecked. | 1 |
| Box 9 Graduate Student Indicator | This field can either be 1 or 0. 1 means the check box is checked and 0, means it's unchecked. | 1 |
| Box 10 Reimbursements or refunds of qualified tuition | Numeric field (shouldn’t include any non-numeric characters like a ","). | 1000.50 |
| 2nd TIN not. | This field can either be 1 or 0. 1 means the check box is checked and 0, means it’s unchecked. | 0 |
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