b"1098 & 5498 PRE-PRINTED FORMSIndividual Laser Packs1098-E (STUDENT LOAN STATEMENT) 1098-T (TUITION STATEMENT) 5498 (IRS CONTRIBUTION INFORMATION)8484 VOID CORRECTED OMB No. 1545-1576 5185 8383 VOID CORRECTED OMB No. 1545-1574 5180 2828 VOID CORRECTED OMB No. 1545-0747 51702025 Loan Interest DETACH BEFORE MAILING $ 22025 StatementDETACH BEFORE MAILINGRESISTANT INKSUSING HEAT $ 2025 Contribution DETACH BEFORE MAILING MANUFACTURED ON OCR LASER BOND PAPER USING HEAT RESISTANT INKSON OCR LASER BOND PAPERMANUFACTUREDRESISTANTMANUFACTURED ON OCR LASER BOND PAPER USING HEAT RESISTANT INKSRECIPIENTS/LENDERS name, street address, city or town, state orFILERS name, street address, city or town, state or province, country, ZIP or 1 Payments received forTRUSTEES or ISSUERS name, street address, city or town, state or1 than amounts in boxes province, country, ZIP or foreign postal code, and telephone number foreign postal code, and telephone number expenses province, country, and ZIP or foreign postal code IRA contributions (other StudentTuition24, 810, 13a, and 14a) IRA Statement 2 Rollover contributions InformationForm1098-E Form1098-T $ Form 5498RECIPIENTS TIN BORROWERS TIN 1 Student loan interest received by lender Copy A STUDENTS TIN 3 Copy A 3 Roth IRA conversion4 RecharacterizedCopy ABORROWERS name $ ForSTUDENTS name 4 Adjustments made for a 5 Scholarships or grants ForTRUSTEES or ISSUERS TIN PARTICIPANTS TIN $ amount $ contributions For Internal Revenueprior year Internal Revenue5 FMV of account 6 Life insurance cost includedInternal Revenue Service Center Service Center$ $ in box 1 Service CenterStreet address (including apt. no.) 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Account number (see instructions) 2 and/or capitalized interest, and the loan was made. . . . . . . www.irs.gov/Form1099 half-time student student10 Ins. contract reimb./refund Information Returns 10 Roth IRA contributions 11 Check if RMD for 2026 Paperwork Form1098-E ut or S 41-0852411on This Page before September 1, 2004t t o Department of the Treasury - Internal Revenue Service t 5186 Form1098-T 41-0852411 www.irs.gov/Form1098T $ www.irs.gov/Form1099 5181 City or town, state or province, country, and ZIP or foreign postal code $ 12b RMD amount Reduction Act5171www.irs.gov/Form1098E Department of the Treasury - Internal Revenue Service 12a RMD date Notice, see the Do Not C eparate Forms D CORRECTED (if checked) e Forms on This Page Do Not Cut or Separate Forms on This PageD CORRECTED CORRECTED (if checked) General o No Cu r Separa OMB No. 1545-1576 o Not Cut or Separate Forms on This Page $ 13c Code Instructions forDETACH BEFORE MAILINGDETACH BEFORE MAILINGINKSUSING HEATDETACH BEFORE MAILING MANUFACTURED ON OCR LASER BOND PAPER USING HEAT RESISTANT INKSON OCR LASER BOND PAPERMANUFACTURED ON OCR LASER BOND PAPER USING HEAT RESISTANT INKSRECIPIENTS/LENDERS name, street address, city or town, state orforeign postal code, and telephone number $ expenses province, country, and ZIP or foreign postal code$ 24, 810, 13a, and 14a) CertainIRA province, country, ZIP or foreign postal code, and telephone number FILERS name, street address, city or town, state or province, country, ZIP or 1 Payments received forOMB No. 1545-1574 TRUSTEES or ISSUERS name, street address, city or town, state or 13a Postponed/late contrib.1 IRA contributions (other 13b Year OMB No. 1545-0747Studentthan amounts in boxesInformation 8484 VOID CORRECTED OMB No. 1545-1576 2025 Loan Interest8383 VOID CORRECTED OMB No. 1545-1574 2025 Tuition14a Repayments $ 14b Code 2025 Contribution Returns.RECIPIENTS/LENDERS name, street address, city or town, state orFILERS name, street address, city or town, state or province, country, ZIP or 1 Payments received for 2 Statement $ 2 Rollover contributions www.irs.gov/Form1099 Informationprovince, country, ZIP or foreign postal code, and telephone number Form1098-E StudentStatement foreign postal code, and telephone number $ expenses 3Form1098-T TuitionCopy B Account number (see instructions) 15a assets $ 15b Code(s) Form 5498 Copy BRECIPIENTS TIN BORROWERS TIN 2025 Loan InterestCopy B STUDENTS TIN22025 Statement 3 Roth IRA conversion4 Recharacterized 1 Student loan interest received by lenderRECIPIENTS TIN BORROWERSname,stretadres,cityortown,stateorprovince,country,andZIPorforeignpostalcode $ Form1098-E Statement For Borrower STUDENT'S name, stre STUDENTS TIN 3 prior year Form1098-T 5 Scholarships or grants For Student Form5498 TRUSTEES or ISSUERS TIN41-0852411 $ $ 5amount $ 6contributions For 4 Adjustments made for aBORROWERS TIN 1 Student loan interest received by lender Copy A This is important taxt adres, city or town, state or province, country, and ZIP or foreign postal code Copy A This is importantPARTICIPANTS TINwww.irs.gov/Form5498 Department of the Treasury - Internal Revenue ServiceBORROWERS name information and is beingSTUDENTS name 4 Adjustments made for a 5 Scholarships or grants 7 Checked if the amounttax informationDo Not Cut or Separate Forms on This PageDo Not Cut or Separate Forms on This Page ParticipantFMV of account Life insurance cost included $ Forfurnished to the IRS. 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Give it to theprovince, country, and ZIP or foreign postal code than amounts in boxes 10 Roth IRA contributions 11 If checked, required minimumthe IRS.results because youPrivacy Act, andtax preparer or use it to24, 810, 13a, and 14a) distribution for 2026 IRA Paperwork ReductionPaperwork Reduction Account number (see instructions) 2 fees and/or capitalized interest for loans made before. . . . . . . . overstated a deductionCity or town, state or province, country, and ZIP or foreign postal code 8 Checked if at leaststudentamounts for an10 Ins. contract reimb./refund prepare the tax return.$ $ 2025 Contribution City or town, state or province, country, and ZIP or foreign postal code If checked, box 1 does not.include loan originationfor student loan interest. Service Provider/Acct. 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No. (see instr.)Form1098-T 41-0852411 (keep for your records) www.irs.gov/Form1098T $ beginning January Department of the Treasury - Internal Revenue Service $ 2 Rollover contributions 13a Postponed/late contrib. $ InformationInformationfor Returns.March 2026 Information ReturnsAccount number (see instructions) (keep for your records)2 Check if box 1 does notwww.irs.gov/Form1098E include loan origination feesDepartment of the Treasury - Internal Revenue Service 8 Checked if at least9 Checked if a graduatewww.irs.gov/Form1098Tfor Certain .www.irs.gov/Form1098E www.irs.gov/Form1099 Formhalf-time student student10 Ins. contract reimb./refund www.irs.gov/Form1099 3 Roth IRA conversion $ Form 5498 13b Year13c Codebefore September 1, 2004 RECIPIENTS/LENDERS name, street address, city or town, state orDepartment of the Treasury - Internal Revenue Service 1098-T FILERS name, street address, city or town, state or province, country, ZIP orDepartment of the Treasury - Internal Revenue Service TRUSTEES or ISSUERS TIN PARTICIPANTS TIN $ amount $ 4 Recharacterized14b Code Copy A MANUFACTUREDDo Not Cut or Separate Forms on This PageD CORRECTED (if checked) t t te Forms on This Page Do Not Cut or Separate Forms on This PageDo Not Cut or Separate Forms on This Page contributionso No Cu or Separa OMB No. 1545-1576 CORRECTED OMB No. 1545-1574 5 FMV of account 14a Repayments For province, country, ZIP or foreign postal code, and telephone number foreign postal code, and telephone number 1 Payments received for$ 6 Life insurance cost includedInternal Revenue Student 8484 VOID CORRECTED OMB No. 1545-1576 2025 Loan Interest8383 VOID CORRECTED $ expenses 2025 TuitionPARTICIPANTS name Account number (see instructions) $ 7IRA SEP 15a assets in box 1 Service Center15b Code(s)RECIPIENTS/LENDERS name, street address, city or town, state orForm1098-E StudentStatement FILERS name, street address, city or town, state or province, country, ZIP or 1 Payments received for 2 3OMB No. 1545-1574 Form1098-T TuitionStatement Form5498 $ 8 SEP contributions $ $ 9 SIMPLE contributionsRoth IRA information, province, country, ZIP or foreign postal code, and telephone number foreign postal code, and telephone number expenses SIMPLERECIPIENTS TIN BORROWERS TIN 2025 Loan InterestCopy B STUDENTS TIN $ 22025 Statement Copy B Street address (including apt. no.) (keep for your records) www.irs.gov/Form5498 Department of the Treasury - Internal Revenue Service1 Student loan interest received by lender $ Privacy Act, and $ Statement For Borrower For Student 10 Roth IRA contributions 11 Check if RMD for 2026 Paperwork BORROWERSname,stretadres,cityortown,stateorprovince,country,andZIPorforeignpostalcode Form1098-E This is important taxSTUDENT'S name, stre STUDENTS TIN 3 prior year Form1098-T 5 Scholarships or grants This is important$ 12b RMD amount Reduction Act 4 Adjustments made for aRECIPIENTS TIN BORROWERS TIN 1 Student loan interest received by lender Copy A furnished to the IRS. IfSTUDENTS name t adres, city or town, state or province, country, and ZIP or foreign postal code $ 5 Scholarships or grants Copy A tax informationCity or town, state or province, country, and ZIP or foreign postal code 12a RMD date CORRECTED (if checked) Notice, see the information and is beingand is being13c Code General BORROWERS name $ Forreturn, a negligence4 Adjustments made for a $ 7 Checked if the amountForfurnished to theprovince, country, and ZIP or foreign postal code$ $ Instructions for CertainIRA Internal Revenuepenalty or otherprior year 6 Adjustments to Internal RevenueIRS. This formTRUSTEES or ISSUERS name, street address, city or town, state or 13a Postponed/late contrib.1 IRA contributions (other 13b Year OMB No. 1545-0747Service Center sanction may bescholarships or grantsin box 1 includescomplete Form 886314a Repayments than amounts in boxesInformation Street address (including apt. no.) Privacy Act, andimposed on you if theStreet address (including apt. no.) $ 6 scholarships or grantsfor a prior year March 2026 Service Center must be used to$ $ 224, 810, 13a, and 14a) Returns. Contribution amounts for an FormForm1098-E 41-0852411 5185 before September 1, 2004. . . . . . www.irs.gov/Form109 IRS determines that anForm1098-T Service Provider/Acct. No. (see instr.) 5180 $ Adjustments to $ $ in box 1 includesacademic periodfor Certain . to claim educationAccount number (see instructions) 5170 15a assets $ 514b Code $ 2025 Informationunderpayment of tax8 Checked if at least7 Checked if the amount beginning Januarycredits. Give it to theRollover contributions www.irs.gov/Form1099results because youfor a prior year 9 Checked if a graduatePrivacy Act, andtax preparer or use it to15b Code(s) Form 5498Paperwork ReductionPaperwork Reduction Account number (see instructions) 2 fees and/or capitalized interest for loans made before. . . . . . . . overstated a deductionCity or town, state or province, country, and ZIP or foreign postal code half-time student studentamounts for an10 Ins. contract reimb./refund prepare the tax return. 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Information Returns.half-time student 9 Checked if a graduate10 Ins. contract reimb./refundDepartment of the Treasury - Internal Revenue Service PARTICIPANTS TIN Department of the Treasury - Internal Revenue Servicestudent$ www.irs.gov/Form1099 www.irs.gov/Form54981098-E www.irs.gov/Form1098E Department of the Treasury - Internal Revenue Service 41-0852411 www.irs.gov/Form1098T Department of the Treasury - Internal Revenue Service FMV of account 6 Life insurance cost included CORRECTED (if checked) OMB No. 1545-1576 foreign postal code, and telephone number CORRECTED OMB No. 1545-1574 PARTICIPANT'Sname,stretadres,cityortown,stateorprovince,country,andZIPorforeignpostalcode $ 7 IRA SEP $ Roth IRA ParticipantFor in box 1RECIPIENTS/LENDERS name, street address, city or town, state orPayments received for province, country, ZIP or foreign postal code, and telephone number StudentFILERS name, street address, city or town, state or province, country, ZIP or 1 expenses 8 SEP contributions SIMPLE This information 2025 Loan Interest$ 2 2025 Tuition$ $ 9 SIMPLE contributions is being FormStatement Form1098-T Statement 10 Roth IRA contributions 11distribution for 2026 furnished to If checked, required minimumthe IRS.1098-E $RECIPIENTS TIN BORROWERS TIN $ 1 Student loan interest received by lender Copy B STUDENTS TIN 3Copy B 12a RMD date 12b RMD amountBORROWERSname,stretadres,cityortown,stateorprovince,country,andZIPorforeignpostalcode For Borrower STUDENT'S name, stret adres, city or town, state or province, country, and ZIP or foreign postal code4 Adjustments made for a 5 Scholarships or grants For Student 13a Postponed/late contrib. $ 13c CodeThis is important taxprior year This is important$ 13b Yearinformation and is being$ $ tax information14a Repayments 14b Codefurnished to the IRS. Ifand is being return, a negligenceAdjustments to 7 Checked if the amountfurnished to the sanction may be6 scholarships or grantsin box 1 includesmust be used toAccount number (see instructions) $ 15b Code(s)penalty or otherIRS. This form imposed on you if theacademic periodto claim education amounts for an IRS determines that anfor a prior year beginning Januarycomplete Form 886315a assetsunderpayment of taxcredits. Give it to the results because you$ March 2026Account number (see instructions) 2 fees and/or capitalized interest for loans made before. . . . . . . . overstated a deductionService Provider/Acct. No. (see instr.) 8 Checked if at least9 Checked if a graduate10 Ins. contract reimb./refund tax preparer or use it toForm5498 (keep for your records)5171$ Department of the Treasury - Internal Revenue ServiceForm1098-E L18EB (keep for your records) 5186 If checked, box 1 does not.include loan originationfor student loan interest. Form1098-T half-time student 5181 student$ prepare the tax return.www.irs.gov/Form5498September 1, 2004 www.irs.gov/Form1098E Department of the Treasury - Internal Revenue Service (keep for your records) www.irs.gov/Form1098TDepartment of the Treasury - Internal Revenue ServiceRequired Envelope: Required Envelope: Required Envelope:DW19W or DW19WS DW19W or DW19WS 77771 or 77772Sheets per pack2550500FORM DESCRIPTIONN/A518550N/A1098-E Federal Copy A1 Sheet Equals 3 FormsN/A518650N/A1098-E Borrower Copy B1 Sheet Equals 3 Forms5180255180505180B1098-T Federal Copy A1 Sheet Equals 3 Forms5181255181505181B1098-T Student Copy B1 Sheet Equals 3 Forms517025517050N/A5498 Federal Copy A1 Sheet Equals 2 Forms517125517150N/A 5498ParticipantCopyB1 Sheet Equals 2 Forms12"