How to File IRS Form 1098-E?

Information required to file Form 1098-E,

• - Taxpayer's (RECIPIENT/BORROWER) information
• - Account number
• - Student Loan Interest

The filer may use Form W-9 S, this form can be requested to obtain the students’ or borrower’s name, address, taxpayer identification number, and student loan certification. This information is used when filing Form 1098-E or 1098-T. The use of Form W-9S is optional; the filer may collect the information by using their forms, such as admission or enrolment forms, or financial aid applications.

Filer Instructions

• Box 1: Student Loan Interest Received by Lender
• Box 2: Checkbox

Who can use Form 1098-E?

Common payers,

• - An eligible educational institution that is a governmental unit
• - An agency
• - Instrumentality of a governmental unit

If another filer receives or collects payments of qualified tuition and related expenses on their behalf, the other person must file Form 1098-T. Form 1098-E obtains three copies of the forms one copy will be sent to the IRS the second copy is for the Borrower and the third copy is for the recipient.

Tax2efile is equipped to help you handle numerous filing requirements and we will be happy to help you do your filling. We also offer printing and mailing services to complete the process for you.

Form 1098-E deadline?

Note: If the due date/deadline falls on a Saturday, Sunday, or a public holiday, you will need to E-file on the next business day.

Tax2efile is equipped to help you handle numerous filing requirements and we will be happy to help you do your filling. We also offer printing and mailing services to complete the process for you.