How do I get my 1098 online?

Even if you didn’t receive a 1098-E from your servicer, you can download your 1098-E from your loan servicer’s website. If you are unsure who your loan servicer is, log in to StudentAid.gov or call the Federal Student Aid Information Center at 1-800-4-FED-AID (1-800-433-3243; TTY 1-800-730-8913).

How do I get my 1098-T from UNC Chapel Hill?

Current Students Students can access their 1098-T form by logging in to https://connectcarolina.unc.edu/, clicking the Student Center tile, and using drop-down menu under the Student Financials section about halfway down the page. Select “View 1098T” and click the arrow button.

Will my mortgage company send me a 1098?

Lenders do not have to provide a Form 1098 if they received less than $600 in interest, mortgage insurance premiums, or points during the year. Additionally, interest received from a corporation, partnership, trust, estate, association, or company (other than a sole proprietor) does not require filing a Form 1098.

Do I have to claim 1098-T on my taxes?

No, you don’t have to report your 1098-T, not unless you want to claim an education credit. However if your grant/scholarship amount (box 5) is more than your tuition (box 1/box 2) you may want to report it because excess scholarship money may be treated as taxable income on your return.

Where is my 1098 mortgage interest statement?

Your 1098 may be included in your January statement from the lender. If you do not have your form, request a duplicate before filing your tax return.

What do I do if I don’t have a 1098 form?

No Form 1098 Received If you didn’t receive a Form 1098, you can still claim the mortgage interest you paid as a deduction on your taxes. Instead of reporting the mortgage interest on line 10 of Schedule A, report the interest paid on line 11.

Do I get a 1098-T form if I get financial aid?

BUT – you must file the form if you would like claim any of the education tax benefits (unless the school is specifically not required to send you 1098-T). You must also claim the form if your scholarships/grants/tuition free assistance is larger than your education expenses.

How does a 1098-T affect my taxes?

A form 1098-T, Tuition Statement, is used to help figure education credits (and potentially, the tuition and fees deduction) for qualified tuition and related expenses paid during the tax year. The Lifetime Learning Credit offers up to $2,000 for qualified education expenses paid for all eligible students per return.

Why did I not receive a 1098 for my mortgage?

If you did not receive a Form 1098 from the bank or mortgage company you paid interest to, contact them to get a 1098 form issued. If you purchased the home from an individual and paid the interest directly to them, use this section to report the amount you paid and record the individual’s information.