Forms FAQ

Form 1098-T

What is it?

1098-E statements are mailed to students by their lenders.

For more information, please visit:

Direct Loans:

Perkins, Health Profession or Nursing Loans:

Form 1098-T

What is it?

An eligible educational institution, such as the University of Kentucky, that receives qualified tuition and related expenses on a student's behalf must furnish form 1098-T to the student. This statement will help you to determine whether you, or the person who may claim you as a dependent, can claim an education tax credit.

For information about these credits, see IRS Pub. 970, Tax Benefits for Higher Education.

The University will send a 1098-T form to students who were enrolled in the academic year, including the spring term for the next calendar year and were billed for tuition and fee expenses in the current calendar year. Taxpayers are not required to include the form with their tax return. This financial information should not be construed as tax advice. It is simply a summary of the university's financial records.

When and where will the form be mailed?

Per IRS regulations, forms will be mailed to the student's permanent address by January 31. Please allow two (2) weeks for delivery before calling our office about your form.

What if I didn't receive a form?

Additional copies of the 1098-T Form can be obtained from myUK, after February 15th, which requires an active directory account and password.

Contact Student Tax at 859-257-6702 or for more information.

What if I have more questions?

Please look at our FAQ section to see if the answer to your question is there.

You may want to consult a tax professional or the IRS for more information.

Form 8863

The form 8863 is required for the Hope Tax Credit and Lifetime Learning Tax Credit. Download Form