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Level 1
posted May 31, 2019 9:21:34 PM

1098-T Form received, but may be in error. Not sure if should file it.

Long Story Short, I received a 1098-T form for my classes in Fall and Summer of 2016. Due to family medical emergency, I had withdrawn from those semesters. I was not responsible to pay to the school back and no funds were paid into the school for those semesters. That means no financial aid was taken out or anything. Would I still file the 1098-T form with my taxes? I know this will give me more back, but Its like I applied for a loan but never got the loan if that makes sense. I just don't want to be audited or pay back something that I shouldn't have taken. thanks!

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1 Best answer
Expert Alumni
May 31, 2019 9:21:36 PM

It's good you knew to ask!

If you ultimately didn't pay anything to attend school, either with money or with loans, you are not eligible for a tax credit.

You don't want to claim a tax credit that you are not entitled to just because you got a 1098-T. It probably would catch up with you- possibly through a notation on your 2017 1098-T.

You don't need to input this document in Turbo Tax.

1 Replies
Expert Alumni
May 31, 2019 9:21:36 PM

It's good you knew to ask!

If you ultimately didn't pay anything to attend school, either with money or with loans, you are not eligible for a tax credit.

You don't want to claim a tax credit that you are not entitled to just because you got a 1098-T. It probably would catch up with you- possibly through a notation on your 2017 1098-T.

You don't need to input this document in Turbo Tax.