IRS Form 1098-E Download Fillable PDF or Fill Online Student Loan Interest Statement - 2020

IRS Form 1098-E Download Fillable PDF or Fill Online Student Loan Interest Statement – 2020

Attention:

Copy A of this way is offered for informational functions solely. Copy A seems in purple,

just like the official IRS kind. The official printed model of Copy A of this IRS kind is

scannable, however the on-line model of it, printed from this web site, shouldn’t be. Do not print and file

copy A downloaded from this web site; a penalty could also be imposed for submitting with the IRS

data return varieties that may’t be scanned. See half O within the present General

Instructions for Certain Information Returns, obtainable at www.irs.gov/form1099, for extra

details about penalties.

Please be aware that Copy B and different copies of this way, which seem in black, could also be

downloaded and printed and used to fulfill the requirement to supply the knowledge to

the recipient.

To order official IRS data returns, which embody a scannable Copy A for submitting with

the IRS and all different relevant copies of the shape, go to www.IRS.gov/orderforms. Click on

Employer and Information

Returns, and we’ll mail you the varieties you request and their

directions, in addition to any publications it’s possible you’ll order.

Information returns might also be filed electronically utilizing the IRS Filing Information Returns

Electronically (FIRE) system (go to www.IRS.gov/FIRE) or the IRS Affordable Care Act

Information Returns (AIR) program (go to www.IRS.gov/AIR).

See IRS Publications 1141, 1167, and 1179 for extra details about printing these tax

varieties.

Attention:

Copy A of this way is offered for informational functions solely. Copy A seems in purple,

just like the official IRS kind. The official printed model of Copy A of this IRS kind is

scannable, however the on-line model of it, printed from this web site, shouldn’t be. Do not print and file

copy A downloaded from this web site; a penalty could also be imposed for submitting with the IRS

data return varieties that may’t be scanned. See half O within the present General

Instructions for Certain Information Returns, obtainable at www.irs.gov/form1099, for extra

details about penalties.

Please be aware that Copy B and different copies of this way, which seem in black, could also be

downloaded and printed and used to fulfill the requirement to supply the knowledge to

the recipient.

To order official IRS data returns, which embody a scannable Copy A for submitting with

the IRS and all different relevant copies of the shape, go to www.IRS.gov/orderforms. Click on

Employer and Information

Returns, and we’ll mail you the varieties you request and their

directions, in addition to any publications it’s possible you’ll order.

Information returns might also be filed electronically utilizing the IRS Filing Information Returns

Electronically (FIRE) system (go to www.IRS.gov/FIRE) or the IRS Affordable Care Act

Information Returns (AIR) program (go to www.IRS.gov/AIR).

See IRS Publications 1141, 1167, and 1179 for extra details about printing these tax

varieties.

8484

VOID

CORRECTED

RECIPIENT’S/LENDER’S identify, road handle, metropolis or city, state or

OMB No. 1545-1576

province, nation, ZIP or international postal code, and phone quantity

Student

2020

Loan Interest

Statement

1098-E

Form

Copy A

RECIPIENT’S TIN

BORROWER’S TIN

1 Student loan curiosity acquired by lender

$

For

Internal Revenue

BORROWER’S identify

Service Center

File with Form 1096.

Street handle (together with apt. no.)

For Privacy Act and

Paperwork Reduction

Act Notice, see the

City or city, state or province, nation, and ZIP or international postal code

2020 General

Instructions for

Certain Information

Account quantity (see directions)

2 Check if field 1 doesn’t embody loan origination charges

and/or capitalized curiosity, and the loan was made

Returns.

earlier than 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 p a r at e Fo r ms on T hello s P ag e — Do N o t C u t or Se p a r a t e F o r m s on T h i s P ag e

CORRECTED (if checked)

RECIPIENT’S/LENDER’S identify, road handle, metropolis or city, state or

OMB No. 1545-1576

province, nation, ZIP or international postal code, and phone quantity

Student

2020

Loan Interest

Statement

1098-E

Form

Copy B

RECIPIENT’S TIN

BORROWER’S TIN

1 Student loan curiosity acquired by lender

$

For Borrower

BORROWER’S identify

This is necessary tax

data and is being

furnished to the IRS. If

you might be required to file a

return, a negligence

Street handle (together with apt. no.)

penalty or different

sanction could also be

imposed on you if the

City or city, state or province, nation, and ZIP or international postal code

IRS determines that an

underpayment of tax

outcomes since you

overstated a deduction

Account quantity (see directions)

2 If checked, field 1 doesn’t embody loan origination

for student loan curiosity.

charges and/or capitalized curiosity for loans made earlier than

September 1, 2004 .

.

.

.

.

.

.

.

.

1098-E

(hold to your data)

www.irs.gov/Form1098E

Department of the Treasury – Internal Revenue Service

Form

Instructions for Borrower

Account quantity. May present an account or different distinctive

An individual (together with a monetary establishment, a governmental unit,

quantity the lender assigned to tell apart your account.

and an academic establishment) that receives curiosity funds

of $600 or extra through the yr on a number of certified

Box 1. Shows the curiosity acquired by the lender through the

student loans should furnish this assertion to you.

yr on a number of student loans made to you. For loans

made on or after September 1, 2004, field 1 should embody loan

You could possibly deduct student loan curiosity that you just

origination charges and capitalized curiosity acquired in 2020. If

really paid in 2020 in your revenue tax return. However, you

your loan was made earlier than September 1, 2004, it’s possible you’ll be

could not have the ability to deduct the total quantity of curiosity reported

capable of deduct loan origination charges and capitalized curiosity

on this assertion. Do not contact the recipient/lender for

not reported in field 1.

explanations of the necessities for (and easy methods to determine) any

allowable deduction for the curiosity paid. Instead, for extra

Box 2. If checked, signifies that loan origination charges and/or

data, see Pub. 970, and the Student Loan Interest

capitalized curiosity usually are not included in field 1 for loans made

Deduction Worksheet within the Instructions for Forms 1040 and

earlier than September 1, 2004. See Pub. 970 for easy methods to determine any

1040-SR.

deductible loan origination charges or capitalized curiosity.

Borrower’s taxpayer identification quantity (TIN). For your

Future developments. For the most recent details about

safety, this way could present solely the final 4 digits of your

developments associated to Form 1098-E and its directions,

TIN (social safety quantity (SSN), particular person taxpayer

comparable to laws enacted after they have been revealed, go to

identification quantity (ITIN), adoption taxpayer identification

www.irs.gov/Form1098E.

quantity (ATIN), or employer identification quantity (EIN)).

However, the issuer has reported your full TIN to the

IRS.

VOID

CORRECTED

RECIPIENT’S/LENDER’S identify, road handle, metropolis or city, state or

OMB No. 1545-1576

province, nation, ZIP or international postal code, and phone quantity

Student

2020

Loan Interest

Statement

1098-E

Form

RECIPIENT’S TIN

BORROWER’S TIN

1 Student loan curiosity acquired by lender

$

Copy C

For Recipient

BORROWER’S identify

For Privacy Act and

Paperwork

Street handle (together with apt. no.)

Reduction Act

Notice, see the 2020

General

City or city, state or province, nation, and ZIP or international postal code

Instructions for

Certain Information

Returns.

Account quantity (see directions)

2 Check if field 1 doesn’t embody loan origination charges

and/or capitalized curiosity, and the loan was made

earlier than September 1, 2004

.

.

.

.

.

.

.

1098-E

www.irs.gov/Form1098E

Department of the Treasury – Internal Revenue Service

Form

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