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Returning Member
posted Apr 7, 2020 7:09:18 PM

Do I have to amend 1098T if I had financial aid?Turbotax says I can get money back, but I have to pay 3 times more to file it. Is it a must? boxes 1&5are exactly the same

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2 Replies
Expert Alumni
Apr 7, 2020 7:32:27 PM

Oh, what a a tricky slope with the boxes being the same.

 

Most people subtract box 1 from box 5 and enter the difference as income. That is only one method. The other method is to actually increase your income and tax liability a little but dramatically increase your education credit.

 

You have options:

  • do nothing since they match, no credit, no income.
  • you can claim some of box 5 as income and then use that amount for education credits. Plus, I bet you had more expenses for your education.

Here is what you could be missing:

 What education tax credits are available?

Why is my scholarship taxable?

What are examples of education expenses?

Returning Member
Apr 24, 2020 10:38:31 AM

Thank you very much!