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1098-T Information Reporting 101 (Fall 2021)

On-Demand | Originally Broadcast November 8, 2021


Tax Reform Grad Cap
Complying with IRS Form 1098-T reporting requirements has long been a controversial and difficult process for many institutions. This webcast will review the importance of information reporting, recommendations for completing the form, best practices for collecting taxpayer identification numbers, and guidance on responding to IRS penalty notices.
Experts will review the definitions and examples of qualified tuition and related expenses, as well as scholarships and grants. Additionally, they will address reporting exemptions, payments across multiple tax years, and best practices concerning communications with students and families.
The information covered will be helpful to beginners and serve as a refresher to campus staff with experience preparing 1098-T forms.

Finance Webcast Form 1098-T

What You Will Learn

NACUBO’s professional development programs are designed to deliver the skills, concepts, and best practices for success to individuals in the business of higher education. After participating in this program, you will be able to—

  • Address common challenges and pitfalls
  • Describe the requirements needed to complete the Form 1098-T
  • Plan ways to streamline your institution’s reporting and communications processes

Who Should Attend

  • Controllers
  • Student Accounts/Bursar's Office Staff
  • Tax Directors
  • Tax Managers

Meet The Presenters

  • Christopher Cook, bursar, Vanderbilt University
  • Charmaine Daniels, associate vice president for student financial services, Morehouse College
  • Bryan Dickson, director, student financial services and educational programs, NACUBO

CPE Information

There are no CPEs offered for this event.

CPE credit is not available for On-Demand programs at this time.

NACUBO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website


Registration Assistance: 877.797.7698 or

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