Prepare Form 1098-T records in the 1099ERICH Windows software. Import supported Excel or CSV data, review tuition statements for students, and create filing output for the free IRS IRIS Taxpayer Portal.
Prepare Form 1098-T using our Windows software and upload through the IRS IRIS Taxpayer Portal, or ask ERICH about managed e-filing. Software purchases and filing services are separate.
For colleges, universities and education institutions preparing their own information returns.
For teams and accounting professionals preparing larger batches of Form 1098-T returns.
Ask about a managed Form 1098-T filing. Eligibility, form type, tax year and record volume determine pricing.
Software: Each recipient form generated for an IRIS CSV filing file counts toward your license allowance; IRS portal file limits are separate. See counting examples. Managed filing: The posted $300 flat-fee tiers on our e-filing pricing page apply to eligible 1099-NEC returns; other form types are quoted individually.
For colleges, universities and eligible educational institutions. Compare bursar payment data with scholarship records; qualified tuition payments and scholarships are not interchangeable.
A university receives student payments through its bursar system while scholarships are recorded in a separate financial-aid system. Those amounts may be reported in different Form 1098-T boxes.
Form-specific check: Review payments received, scholarships or grants, and adjustments to prior-year reporting separately. Check the applicable half-time and graduate-student indicators instead of treating the tuition account as one simple total.
Before importing: Compare bursar and financial-aid exports by student identifier before producing tuition statements.
Prepare your filing data with the software, then submit an eligible CSV through the free IRS IRIS Taxpayer Portal using your own IRIS account. The IRS does not charge a portal filing fee.
IRS IRIS filing information ↗Prefer to have ERICH prepare and transmit your return? Review the filing-service process and request a private upload invitation after authorization. Do not send taxpayer information by email.
See assisted e-filing options →Download Windows Software ↓ Installation help Compare with Form 1098-E →
Form 1098-T requires a clean student-level reporting record. Reconcile tuition payments, scholarships, refunds and enrollment indicators across the bursar, registrar and financial-aid systems before filing.
Gather qualified tuition and related expense payments received during the calendar year. Box 1 is not reduced by scholarships or grants reported in Box 5.
Review grants and scholarships administered and processed by the institution. Keep prior-year adjustments separate from current-year reporting.
Validate student names/TINs, account identifiers, half-time status (Box 8) and graduate-student status (Box 9), where applicable.
Check the exceptions, timing and student statement requirements in the 2026 instructions; not every student or transaction requires a form. 2026 IRS Forms 1098-E/T instructions ↗. Submission through your own IRS account or the separate ERICH assisted-filing service is a distinct step from software preparation. Do not send taxpayer data by ordinary email.
Form 1098-T software is designed for colleges, universities and education institutions. Instead of manually building every return from scratch, work from bursar and financial-aid exports, review the information that matters for this form, and prepare supported IRS IRIS upload files on your Windows PC.
Collect bursar and financial-aid exports. Reconcile the figures to the account, transaction or payer systems that produced them before beginning the filing process.
Pay particular attention to qualified payments, scholarships and enrollment indicators. Other fields may be required depending on the tax year and the specific transactions being reported.
Use supported Excel or CSV imports, inspect recipient information, and address reported validation issues before generating final files. Your working records stay local during software preparation.
Create the IRS IRIS Taxpayer Portal CSV output supported for Form 1098-T. Upload it using your authorized IRS access and check the IRS result; buying the Windows license does not itself transmit returns.
Make sure your filing year and records are supported, especially if you have special transactions or need to file corrections. Try the application with sample data first, and verify that its output matches your requirements.
Download Windows SoftwareView Excel & CSV TemplatesYes. The 1099ERICH Windows software includes the supported Form 1098-T preparation workflow. Download it to review the interface and supported fields before purchasing.
The Windows program supports specified Excel and CSV import formats. For Form 1098-T, prepare and review bursar and financial-aid exports using the supported import template; confirm your tax-year format and required fields.
For tuition statements, review qualified payments, scholarships and enrollment indicators. Check the IRS instructions for the filing year and reconcile amounts to your original records.
No. The Windows software prepares supported IRS IRIS Taxpayer Portal files. You submit through your authorized portal account and review the IRS acknowledgment, or request a separate managed filing service.
The Starter license costs $149 for up to 1,000 records; Business costs $249 for up to 5,000 records. Both include the same supported IRIS forms and preparation tools. Managed filing is a separate service quoted by form and scope.
Bring bursar payments and financial-aid records together before preparing student tuition statements.
Use Box 1 for qualified tuition and related expenses payments received, accounting for relevant refunds. Reconcile the student account ledger to the filing-year records before import.
Scholarships or grants are generally reported in Box 5, not merged with Box 1. Review applicable prior-year adjustments in Boxes 4 and 6 independently.
Review student TINs and names, institution identifiers, enrollment status (such as at least half-time and graduate indicators), and student-specific corrections before generating the filing file.
Two ways to finish: prepare your file with 1099ERICH software, or have ERICH handle an approved electronic filing on your behalf.
See Software PlansWe E-File for YouCommon data includes student name and TIN, institution identifiers, tuition payments, scholarships and grants, prior-year adjustments, and enrollment indicators.
No. They measure different activity and should be reconciled separately using student-account and financial-aid source records.
Yes. Use our separate We E-File for You service to request filing support and an invitation-only data transfer after the scope and authorization are confirmed.
Check the current IRS 1098-T filing instructions for the applicable tax year. The IRS decides whether a submission is accepted.