IRS Form 1098-E 2018 Student Loan Interest Statement

IRS Form 1098-E or the "Student Loan Interest Statement" is a form issued by the U.S. Department of the Treasury - Internal Revenue Service.

A PDF of the latest IRS Form 1098-E can be downloaded below or found on the U.S. Department of the Treasury - Internal Revenue Service Forms and Publications website.

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Attention:
Copy A of this form is provided for informational purposes only. Copy A appears in red,
similar to the official IRS form. The official printed version of Copy A of this IRS form is
scannable, but the online version of it, printed from this website, is not. Do not print and file
copy A downloaded from this website; a penalty may be imposed for filing with the IRS
information return forms that can’t be scanned. See part O in the current General
Instructions for Certain Information Returns, available at www.irs.gov/form1099, for more
information about penalties.
Please note that Copy B and other copies of this form, which appear in black, may be
downloaded and printed and used to satisfy the requirement to provide the information to
the recipient.
To order official IRS information returns, which include a scannable Copy A for filing with
the IRS and all other applicable copies of the form, visit www.IRS.gov/orderforms. Click on
Employer and Information
Returns, and we’ll mail you the forms you request and their
instructions, as well as any publications you may order.
Information returns may also be filed electronically using the IRS Filing Information Returns
Electronically (FIRE) system (visit www.IRS.gov/FIRE) or the IRS Affordable Care Act
Information Returns (AIR) program (visit www.IRS.gov/AIR).
See IRS Publications 1141, 1167, and 1179 for more information about printing these tax
forms.
Attention:
Copy A of this form is provided for informational purposes only. Copy A appears in red,
similar to the official IRS form. The official printed version of Copy A of this IRS form is
scannable, but the online version of it, printed from this website, is not. Do not print and file
copy A downloaded from this website; a penalty may be imposed for filing with the IRS
information return forms that can’t be scanned. See part O in the current General
Instructions for Certain Information Returns, available at www.irs.gov/form1099, for more
information about penalties.
Please note that Copy B and other copies of this form, which appear in black, may be
downloaded and printed and used to satisfy the requirement to provide the information to
the recipient.
To order official IRS information returns, which include a scannable Copy A for filing with
the IRS and all other applicable copies of the form, visit www.IRS.gov/orderforms. Click on
Employer and Information
Returns, and we’ll mail you the forms you request and their
instructions, as well as any publications you may order.
Information returns may also be filed electronically using the IRS Filing Information Returns
Electronically (FIRE) system (visit www.IRS.gov/FIRE) or the IRS Affordable Care Act
Information Returns (AIR) program (visit www.IRS.gov/AIR).
See IRS Publications 1141, 1167, and 1179 for more information about printing these tax
forms.
VOID
CORRECTED
8484
RECIPIENT’S/LENDER’S name, street address, city or town, state or
OMB No. 1545-1576
province, country, ZIP or foreign postal code, and telephone number
Student
2018
Loan Interest
Statement
1098-E
Form
Copy A
RECIPIENT’S TIN
BORROWER’S TIN
1 Student loan interest received by lender
$
For
Internal Revenue
BORROWER’S name
Service Center
File with Form 1096.
Street address (including apt. no.)
For Privacy Act and
Paperwork Reduction
Act Notice, see the
City or town, state or province, country, and ZIP or foreign postal code
2018 General
Instructions for
Certain Information
Account number (see instructions)
2 Check if box 1 does not include loan origination fees
and/or capitalized interest, and the loan was made
Returns.
before September 1, 2004
.
.
.
.
.
.
.
1098-E
Cat. No. 25088U
www.irs.gov/Form1098E
Department of the Treasury - Internal Revenue Service
Form
D o N o t C u t or Se pa r a te F o r m s on T hi s P ag e — Do N o t C u t o r Se pa r at e F o r m s o n Th i s Pa ge
CORRECTED (if checked)
RECIPIENT’S/LENDER’S name, street address, city or town, state or
OMB No. 1545-1576
province, country, ZIP or foreign postal code, and telephone number
Student
2018
Loan Interest
Statement
1098-E
Form
Copy B
RECIPIENT’S TIN
BORROWER’S TIN
1 Student loan interest received by lender
$
For Borrower
BORROWER’S name
This is important tax
information and is being
furnished to the IRS. If
you are required to file a
return, a negligence
Street address (including apt. no.)
penalty or other
sanction may be
imposed on you if the
City or town, state or province, country, and ZIP or foreign postal code
IRS determines that an
underpayment of tax
results because you
overstated a deduction
Account number (see instructions)
2 If checked, box 1 does not include loan origination
for student loan interest.
fees and/or capitalized interest for loans made before
September 1, 2004 .
.
.
.
.
.
.
.
.
1098-E
(keep for your records)
www.irs.gov/Form1098E
Department of the Treasury - Internal Revenue Service
Form
Instructions for Borrower
Account number. May show an account or other unique
A person (including a financial institution, a governmental unit,
number the lender assigned to distinguish your account.
and an educational institution) that receives interest payments
of $600 or more during the year on one or more qualified
Box 1. Shows the interest received by the lender during the
student loans must furnish this statement to you.
year on one or more student loans made to you. For loans
made on or after September 1, 2004, box 1 must include loan
You may be able to deduct student loan interest that you
origination fees and capitalized interest received in 2018. If
actually paid in 2018 on your income tax return. However, you
your loan was made before September 1, 2004, you may be
may not be able to deduct the full amount of interest reported
able to deduct loan origination fees and capitalized interest
on this statement. Do not contact the recipient/lender for
not reported in box 1.
explanations of the requirements for (and how to figure) any
allowable deduction for the interest paid. Instead, for more
Box 2. If checked, indicates that loan origination fees and/or
information, see Pub. 970, and the Student Loan Interest
capitalized interest are not included in box 1 for loans made
Deduction Worksheet in your Form 1040 instructions.
before September 1, 2004. See Pub. 970 for how to figure any
deductible loan origination fees or capitalized interest.
Borrower’s taxpayer identification number (TIN). For your
protection, this form may show only the last four digits of your
Future developments. For the latest information about
TIN (social security number (SSN), individual taxpayer
developments related to Form 1098-E and its instructions,
identification number (ITIN), adoption taxpayer identification
such as legislation enacted after they were published, go to
number (ATIN), or employer identification number (EIN)).
www.irs.gov/Form1098E.
However, the issuer has reported your complete TIN to the
IRS.
VOID
CORRECTED
RECIPIENT’S/LENDER’S name, street address, city or town, state or
OMB No. 1545-1576
province, country, ZIP or foreign postal code, and telephone number
Student
2018
Loan Interest
Statement
1098-E
Form
RECIPIENT’S TIN
BORROWER’S TIN
1 Student loan interest received by lender
$
Copy C
For Recipient
BORROWER’S name
For Privacy Act and
Paperwork
Street address (including apt. no.)
Reduction Act
Notice, see the 2018
General
City or town, state or province, country, and ZIP or foreign postal code
Instructions for
Certain Information
Returns.
Account number (see instructions)
2 Check if box 1 does not include loan origination fees
and/or capitalized interest, and the loan was made
before September 1, 2004
.
.
.
.
.
.
.
1098-E
www.irs.gov/Form1098E
Department of the Treasury - Internal Revenue Service
Form

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