TaxBandits Knowledge Base

What charges are included as Qualified Tuition and Related Expenses on Form 1098-T?

The following charges are included as Qualified Tuition and Related Expenses on Form 1098-T:

• Resident and Non-resident Tuition
• Program-specific charges (i.e., Tuition Differential for Masters Programs such as MBA, MS Accounting, MS Analytics, MHA)
• Required General Fees (Excludes Health Services Access Charge)
• Book Rental Fee (undergraduate)
• ASG Fee (Association of Student Government)
• Education & Technology Fee
• Safety & Security Fee
• Student Activity Fee (Summer charged separately, Fall/Spring included in General Fee - Both are included)