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Guía para el Formulario de impuestos 1098-T, Declaración de Matrícula

Written by a TurboTax Expert • Reviewed by Miguel Burgos, CPAUpdated for Tax Year 2023 • December 28, 2023 4:18 PM
OVERVIEW

Las universidades u otras instituciones postsecundarias que resulten elegibles tienen que enviar un Formulario 1098-T a cualquier estudiante que haya pagado “gastos de educación calificados” en el año tributario anterior. Los gastos calificados incluyen el costo de matrícula, cuotas requeridas para la inscripción y materiales de curso que se exijan a un estudiante para inscribirse en una institución educativa elegible o asistir a ella.

 

Puntos clave

  • Las instituciones de educación postsecundaria elegibles están requeridas a enviar el Formulario 1098-T a estudiantes que paguen matrícula en o antes del 31 de enero y a presentar una copia al IRS en o antes del 28 de febrero.
  • La institución utiliza el encasillado 1 del formulario para reportar los pagos recibidos.
  • El encasillado 5 muestra la cantidad de becas y subvenciones que se pagaron directamente a la institución por los gastos del estudiante, lo cual puede reducir la cantidad de gastos calificados del estudiante.
  • Una marca de cotejo en el encasillado 8 indica que el estudiante está matriculado al menos a tiempo parcial, mientras que una marca de cotejo en el encasillado 9 indica que el estudiante está matriculado en un programa graduado.

¿Qué es el Formulario 1098-T?

Los estudiantes que pagan costo de matrícula en universidades u otras instituciones postsecundarias elegibles deben recibir cada año, de parte de su institución educativa, una copia del Formulario 1098-T del Servicio de Impuestos Internos. Las instituciones elegibles incluyen la mayoría de las universidades, institutos de educación superior y escuelas vocacionales que son elegibles para participar de los programas de ayuda al estudiante que ofrece el Departamento de Educación. Este formulario proporciona información sobre los gastos educativos que pueden hacer que el estudiante (o sus o tutores, si el estudiante aún es un dependiente) califique para créditos tributarios relacionados con la educación.

¿Quién recibe el Formulario 1098-T?

Los establecimientos educativos tienen que enviar un Formulario 1098-T a cualquier estudiante que haya pagado “gastos de educación calificados” en el año tributario anterior. Los gastos calificados incluyen:

  • costo de matrícula,
  • cuotas de inscripción requeridas para matricularse,
  • y materiales del curso que se exijan a un estudiante para inscribirse en él.

Si otra persona paga dichos gastos en nombre del estudiante (por ejemplo, un progenitor), el estudiante aun obtiene un “crédito” por ellos y, por lo tanto, recibe el Formulario 1098-T. Las instituciones educativas deben enviar el formulario al estudiante en o antes del 31 de enero y presentar una copia al IRS en o antes del 28 de febrero.

Reporte de gastos calificados

Las reglas para reportar gastos educativos y el Formulario 1098-T han sido revisados a través de los años 2017, 2018 y 2019.

Revisión 2017

En el 2017 las instituciones educativas podían reportar los gastos calificados de un estudiante de dos formas diferentes: según cuánto pagó realmente el estudiante durante el año o de acuerdo con la cantidad facturada por el establecimiento al estudiante durante el año.

  • Si la institución reporta la cantidad pagada, colocará esa cifra en el Recuadro 1 del formulario. Si reporta la cantidad facturada, lo hará en el Recuadro 2.
  • En general, una institución educativa tiene que usar el mismo método de reporte cada año. Si lo cambia, previa aprobación del IRS (Servicio de Impuestos Internos), colocará una marca de verificación en el Recuadro 3. Este recuadro se incluye principalmente para información del IRS, no del estudiante.

Revisión 2018

En el 2018, se cambió el formulario para reflejar solo las cantidades pagadas por matrícula calificada y gastos relacionados.

  • La institución educativa utiliza el Recuadro 1 para reportar pagos recibidos
  • Ya no se utiliza el Recuadro 2
  • El Recuadro 3 aún provee una casilla para indicar un cambio en el método de reporte de la cantidad facturada al método de la cantidad pagada.

Revisiones del 2019 en adelante

Después del 2018, con solo un método disponible para el año en curso o años anteriores, el encasillado para reportar el cambio de métodos ya no es necesario, así que el Recuadro 3 ya no se utiliza.

Nota de TurboTax:

El Formulario 1098-T provee información sobre gastos educativos que pueden calificar al estudiante (o a los padres o guardián del estudiante si el estudiante aún es un dependiente) para créditos educativos.  

Ajustes y becas

El Recuadro 4 del formulario muestra los ajustes que el establecimiento educativo haya hecho en los gastos calificados reportados en un Formulario 1098-T de un año anterior. Si los gastos del año anterior resultan ser inferiores a los reportados inicialmente, es posible que el estudiante tenga que pagar impuestos adicionales para ese año.

El Recuadro 5 muestra la cantidad de las becas y subsidios que se pagaron directamente al establecimiento por los gastos del estudiante. Las becas y subsidios pueden reducir la cantidad de los gastos calificados que el estudiante puede usar a la hora de calcular un crédito.

El Recuadro 6 muestra los ajustes que el establecimiento haya realizado en las becas y subsidios reportados en un Formulario 1098-T de un año anterior. Estos ajustes pueden afectar la responsabilidad tributaria del estudiante para el año anterior, por lo que es posible que tenga que presentar una declaración enmendada.

Otra información

Las instituciones educativas deben marcar el Recuadro 7 si la cantidad en el Recuadro 1 o 2 incluye gastos para un ciclo académico que comienza en los primeros tres meses del año posterior al año cubierto por el Formulario 1098-T.

  • Una marca de verificación en el Recuadro 8 indica que el estudiante está inscrito al menos a tiempo parcial.
  • Una marca de verificación en el Recuadro 9 señala que el estudiante está inscrito en un programa de posgrado.

El Recuadro 10 del formulario se usa solo en los casos en que a los estudiantes se les hayan reembolsado gastos en virtud de una póliza de “seguro de costo de matrícula”. Dichas pólizas realizan reembolsos a estudiantes que se ven forzados a abandonar los estudios, por ejemplo, por motivos médicos o una emergencia familiar, después de pagar una matrícula no reembolsable.

  • Cuando una aseguradora reembolsa los gastos de un estudiante, debe proporcionarle a este una copia del Formulario 1098-T.
  • El único recuadro que se completa es el 10, que muestra la cantidad reembolsada.
  • Por lo general, la cantidad de gastos que se usó para calcular los créditos se le debe restar el reembolso reportado en este recuadro.

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  • Satisfaction Guarantee/ 60-Day Money Back Guarantee: If you're not completely satisfied with TurboTax Desktop software, go to refundrequest.intuit.com within 60 days of purchase and follow the process listed to submit a refund request. You must return this product using your license code or order number and dated receipt. Desktop add-on products and services purchased are non-refundable.

TurboTax Desktop Business Returns:

  • 100% Accurate Calculations Guarantee – Business Returns: If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we’ll pay you the penalty and interest. Excludes payment plans. You are responsible for paying any additional tax liability you may owe. Additional terms and limitations apply. See License Agreement for details.

  • Maximum Tax Savings Guarantee - Business Returns: If you get a smaller tax due (or larger business tax refund) from another tax preparation method using the same data, TurboTax will refund the applicable TurboTax Business Desktop license purchase price you paid. Additional terms and limitations apply. See License Agreement for details.

  • Satisfaction Guarantee/ 60-Day Money Back Guarantee: If you're not completely satisfied with TurboTax Desktop software, go to refundrequest.intuit.com within 60 days of purchase and follow the process listed to submit a refund request. You must return this product using your license code or order number and dated receipt. Desktop add-on products and services purchased are non-refundable.

TURBOTAX DESKTOP DISCLAIMERS

  • Installation Requirements: Product download, installation and activation requires an Intuit Account and internet connection. Product limited to one account per license code. You must accept the TurboTax License Agreement to use this product. Not for use by paid preparers.

  • TurboTax Desktop Products: Price includes tax preparation and printing of federal tax returns and free federal e-file of up to 5 federal tax returns. Additional fees apply for e-filing state returns. E-file fees may not apply in certain states, check here for details. Savings and price comparison based on anticipated price increase. Software updates and optional online features require internet connection. Desktop add-on products and services purchased are non-refundable.

  • Fastest Refund Possible: Get your tax refund from the IRS as fast as possible by e-filing and choosing to receive your refund by direct deposit. Tax refund time frames will vary. The IRS issues more than 9 out of 10 refunds in less than 21 days.

  • Average Refund Amount: $3,207 is the average refund amount American taxpayers received in the 2024 filing season based upon IRS data as of February 16, 2024 and may not reflect actual refund amount received.

  • TurboTax Technical Support: Customer service and technical support hours and options vary by time of year.

  • Deduct From Your Federal Refund: Individual taxes only. Subject to eligibility requirements. Additional terms apply. A $40 Refund Processing Service fee applies to this payment. method. Prices are subject to change without notice.

  • Data Import: Imports financial data from participating companies; Requires Intuit Account. Quicken and QuickBooks import not available with TurboTax installed on a Mac. Imports from Quicken (2022 and higher) and QuickBooks Desktop (2023 and higher); both Windows only. Quicken import not available for TurboTax Desktop Business. Quicken products provided by Quicken Inc., Quicken import subject to change.

  • Live Tax Advice: Access to tax experts to obtain answers to tax questions and to assist with tax year 2024 return(s) prepared with TurboTax Desktop software. Additional fees apply. Must be purchased and used by October 31, 2025. Excludes TurboTax Desktop Business. See License Agreement for details.

  • Audit Defense: Audit Defense is a third-party add-on service provided, for a fee, by TaxResources, Inc., dba Tax Audit. See Membership Agreements at https://turbotax.intuit.com/corp/softwarelicense/for service terms and conditions.

All features, services, support, prices, offers, terms and conditions are subject to change without notice.

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