Free 2008 Form 1098-E - Federal


File Size: 40.8 kB
Pages: 6
File Format: PDF
State: Federal
Category: Tax Forms
Author: SE:W:CAR:MP:T:I:P
Word Count: 938 Words, 5,856 Characters
Page Size: Letter (8 1/2" x 11")
URL

http://www.irs.gov/pub/irs-pdf/f1098e_08.pdf

Download 2008 Form 1098-E ( 40.8 kB)


Preview 2008 Form 1098-E
Attention:
This form is provided for informational purposes only. Copy A appears in red, similar to the official IRS form. Do not file copy A downloaded from this website. The official printed version of this IRS form is scannable, but the online version of it, printed from this website, is not. A penalty of $50 per information return may be imposed for filing forms that cannot be scanned.

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8484

VOID

CORRECTED
OMB No. 1545-1576

RECIPIENT'S/LENDER'S name, address, and telephone number

2008
Form RECIPIENT'S federal identification no. BORROWER'S social security number 1

Student Loan Interest Statement

1098-E Copy A
For Internal Revenue Service Center
File with Form 1096. For Privacy Act and Paperwork Reduction Act Notice, see the 2008 General Instructions for Forms 1099, 1098, 5498, and W-2G.

Student loan interest received by lender

$
BORROWER'S name

Street address (including apt. no.)

City, state, and ZIP code

Account number (see instructions)

2

Check if box 1 includes loan origination fees and/or capitalized interest

Form

1098-E

Cat. No. 25088U

Department of the Treasury - Internal Revenue Service

Do Not Cut or Separate Forms on This Page

--

Do Not Cut or Separate Forms on This Page

CORRECTED (if checked)
RECIPIENT'S/LENDER'S name, address, and telephone number OMB No. 1545-1576

2008
Form RECIPIENT'S federal identification no. BORROWER'S social security number 1

Student Loan Interest Statement
Copy B
For Borrower
This is important tax information and is being furnished to the Internal Revenue Service. If you are required to file a return, a negligence penalty or other sanction may be imposed on you if the IRS determines that an underpayment of tax results because you overstated a deduction for student loan interest.

1098-E

Student loan interest received by lender

$
BORROWER'S name

Street address (including apt. no.)

City, state, and ZIP code

Account number (see instructions)

2

Box 1 includes loan origination fees and/or capitalized interest (if checked)

Form

1098-E

(keep for your records)

Department of the Treasury - Internal Revenue Service

Instructions for Borrower
A person (including a financial institution, a governmental unit, and an educational institution) that receives interest payments of $600 or more during the year on one or more qualified student loans must furnish this statement to you. You may be able to deduct student loan interest that you actually paid in 2008 on your income tax return. However, you may not be able to deduct the full amount of interest reported on this statement. Do not contact the recipient/lender for explanations of the requirements for (and how to figure) any allowable deduction for the interest paid. Instead, for more information, see Pub. 970, Tax Benefits for Education, and "Student Loan Interest Deduction Worksheet" in your Form 1040 or 1040A instructions. Account number. May show an account or other unique number the lender assigned to distinguish your account. Box 1. Shows the interest received by the lender during the year on one or more student loans made to you. For loans made on or after September 1, 2004, box 1 must include loan origination fees and capitalized interest received in 2008. If your loan was made before September 1, 2004, you may be able to deduct loan origination fees and capitalized interest not reported in box 1. Box 2. Shows if loan origination fees and/or capitalized interest are included in box 1.

VOID
RECIPIENT'S/LENDER'S name, address, and telephone number

CORRECTED
OMB No. 1545-1576

2008
Form RECIPIENT'S federal identification no. BORROWER'S social security number 1

Student Loan Interest Statement

1098-E Copy C
For Recipient
For Privacy Act and Paperwork Reduction Act Notice, see the 2008 General Instructions for Forms 1099, 1098, 5498, and W-2G.

Student loan interest received by lender

$
BORROWER'S name

Street address (including apt. no.)

City, state, and ZIP code

Account number (see instructions)

2

Check if box 1 includes loan origination fees and/or capitalized interest

Form

1098-E

Department of the Treasury - Internal Revenue Service

Instructions for Recipients/Lenders
General and specific form instructions are provided as separate products. The products you should use to complete Form 1098-E are the 2008 General Instructions for Forms 1099, 1098, 5498, and W-2G, and the 2008 Instructions for Forms 1098-E and 1098-T. A chart in the general instructions gives a quick guide to which form must be filed to report a particular payment. To order these instructions and additional forms, visit the IRS website at www.irs.gov or call 1-800-TAX-FORM (1-800-829-3676). Caution: Because paper forms are scanned during processing, you cannot file Forms 1096, 1098, 1099, or 5498 that you download and print from the IRS website. Due dates. Furnish Copy B of this form to the borrower by February 2, 2009. File Copy A of this form with the IRS by March 2, 2009 (March 31, 2009, if filed electronically). To file electronically, you must have software that generates a file according to the specifications in Pub. 1220, Specifications for Filing Forms 1098, 1099, 5498, and W-2G Electronically. IRS does not provide a fill-in form option. Need help? If you have questions about reporting on Form 1098-E, call the information reporting customer service site toll free at 1-866-455-7438 or 304-263-8700 (not toll free). For TTY/TDD equipment, call 304-267-3367 (not toll free). The hours of operation are Monday through Friday from 8:30 a.m. to 4:30 p.m., Eastern time.