1098-T and Foreign University

[Kram BergGold]

I had NATP research this and they came back and said if the University qualifies as an qualified institution, which it does, then a 1098-T is required. NATP sees no exception that applies in this case.

[DaveO]

My only experience has been with Canada where a T2202A form was issued. This was for 2015 before the last round of DD kicked in. If it is a school that can issue a degree can't see why they wouldn't work for the AOC (I assume that's why you are asking).

[Lion]

Check with the US Dept. of Education online to make sure the college is eligible to participate in the federal financial aide program.

[Kram BergGold]

Eligible

The school is eligible.

[snowshine]

My 2 cents

I had a client 2 years ago whose daughter attended a university in the UK. There was no 1098-T. Sure enough, 16 months later he gets a letter asking for required forms. I answered with the Registrar's report from the school, relevant pages from Pub 970, and a highlighted copy of the Qualified Institutions per the Dept of Education. Haven't heard back from them now for 6 months so I assume they accepted my response.

[Kram BergGold]

1098-T Now Required

Snowshine,
Two years ago a 1098-T was not required to claim an AOC. In 2016 it is required unless you meet an exception. From the research it appears a foreign university does not meet an exception.

[TAXNJ]

Same post different day

http://forum.thetaxbook.com/showthread.php?27419-Education-in-foreign-country&highlight=Foreign+university