IRS Form 1098-E, Student Loan Interest Statement (also known as the School Tax Form or the College Tax Form), is a form that reports the interest amount that was paid on qualified student loans during the calendar year when the amount exceeds $600. It is filed with the Internal Revenue Service (IRS) by a lending person or a lending institution, which may be either a financial or an educational institution, a governmental unit or a subsidiary agency, among others. The IRS is the department that issues this form every year.
If you are an eligible financial institution or person, you may get an official IRS 1098-E Form Copy A to be filed with the IRS by placing an order through the IRS website to receive it in the mail. Copies B and CA of the fillable Form 1098-E are available below in PDF format or through the IRS website. They may be downloaded, printed, and used to furnish the statement to the borrower.
If you are a student loan borrower, you will receive a copy of this form by the lending institution or person, as long as your interest payment amount during the calendar year adds up to at least $600 on one or more qualified student loans.