Qualified Expenses

Qualified tuition and related expenses are those amounts for which the university must receive payment before allowing the student to enroll in classes. The 1098-T form includes amounts paid on or after January 1 and on or before December 31 of the tax year. Only expenses meeting the IRS criteria for a qualified educational expense will appear in Box 1 of the 1098-T form.

These amounts include:

  • Tuition and fees required for enrollment.
  • Books and supplies charges, if required to be paid to IU.

Qualified expenses do not include:

  • Personal expenses (room, board, insurance, medical, travel, etc.).
  • Expenses for courses involving sports, games, or hobbies (unless part of degree program).

Some qualified expenses vary by IU campus. The menus below contain detailed listings of qualified expenses for each campus as they appear on the student's Bursar statement.