Form 1098-E

Student Loan Interest Statement

Form 1098-E
CORRECTED
Borrower's Name
Borrower's Address

Street address including apt. no

Street Address Line 2

City or town, state or province, country, and ZIP or foreign postal codeState / Province

Postal / Zip Code
Borrower's Phone Number
Please enter a valid phone number.
Recipient's TIN
Borrower's TIN
Borrower's Name
Borrower's Address

Street address including apt. no

Street Address Line 2

City or town, state or province, country, and ZIP or foreign postal codeState / Province

Postal / Zip Code
Account number (see instructions)
1. Student loan interest received by lender
2.

If checked, box 1 does not include loan origination fees and/or capitalized interest for loans made before September 1, 2004

Click to see instructions
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 2024 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, and the Student Loan Interest Deduction Worksheet in the Instructions for Form 1040.
Borrower’s taxpayer identification number (TIN). For your protection, this form may show only the last four digits of your TIN (social security number (SSN), individual taxpayer identification number (ITIN), adoption taxpayer identification number (ATIN), or employer identification number (EIN)). However, the issuer has reported your complete TIN to the IRS.
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 2024. 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. If checked, indicates that loan origination fees and/or capitalized interest are not included in box 1 for loans made before September 1, 2004. See Pub. 970 for how to figure any deductible loan origination fees or capitalized interest.
Future developments. For the latest information about developments related to Form 1098-E and its instructions, such as legislation enacted after they were published, go to www.irs.gov/Form1098E.
Free File Program. Go to www.irs.gov/FreeFile to see if you qualify for no-cost online federal tax preparation, e-filing, and direct deposit or payment options.

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