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There’s no doubt about it, education tax benefits can make a huge difference in your refund. The American Opportunity Tax Credit (AOTC) typically offers the largest tax break. But if you don’t qualify for that, there’s always the Lifetime Learning Cr... read more
Employee Tax Expert KarenL ‎Posted March 13, 2025
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Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee 1099-Q with Box 4b (QTP to Roth IRA transfer) checked

I have a 1099-Q with Box 4b (QTP to Roth IRA transfer) checked, reflecting a SECURE Act 2.0 Section 126 529-to-Roth IRA rollover. TurboTax currently shows a 'Check This Entry' error saying the program hasn't updated to support this yet — can you prov... read more
v64checks ‎Posted yesterday | Latest post 41m ago by Hal_Al
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MarcosPass42 ‎Posted February 7, 2026 | Latest post 58m ago by MikeKillor56
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My wife worked a summer internship that required her to live away from home, in the same state, through the week and some weekends. She paid a small amount for rent and also paid for all meals through the week(s). She was paid a stipend for the inter... read more
4sters ‎Posted yesterday | Latest post an hour ago by CesarJ
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brazenhealth ‎Posted 3 hours ago | Latest post 2 hours ago by Hal_Al
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My dependent Kid received 1098-T for her bright Futures (Florida). Box 5 > Box 1. ALL the scholarship went towards fees and Tuition. Box 1 is $1000 dollar less than Box 5 . Turbo Tax is not letting me enter in 1098T form,. It says I don't qualify for... read more
jaycha2 ‎Posted yesterday | Latest post 2 hours ago by Hal_Al
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The forms mode shows a completed 2025 Student Info Worksheet. When I print out before filing the Worksheet is incomplete. Is there a work around or will there be an update to fix this issue? It doesn't show up as an error, but the information need to... read more
Scully59 ‎Posted yesterday | Latest post 2 hours ago by CatinaT1
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TurboTax doesn't allow me to take the LLC. My child is a graduate student. I input Form 1098-T and answered the questions on the screen "People wks(child name)" Part II, #1-5 all YES, #6 NO, and #7 Yes. But, these answered are not exactly flowing to ... read more
am-tt ‎Posted yesterday | Latest post 3 hours ago by CatinaT1
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A 529 Plan distribution was sent directly to my daughter's college for tuition. I will claim her as a dependent and do not qualify for education credits based on income. My daughter is listed as the recipient on the 1099 Q. My daughter has also recei... read more
manolokolo ‎Posted November 3, 2024 | Latest post 3 hours ago by Hal_Al
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My daughter is a graduate student on stipend. She receives a 1098 T that includes Tuition paid and Grant/Scholarship distributed. Turbotax takes the full Grant/Scholarship distribution, substracts the tax-free tuition paid, and uses the result as tax... read more
rjabara ‎Posted yesterday
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do I need to fill out information for my mortgage interest?
drehnert1978 ‎Posted yesterday | Latest post yesterday by MindyB
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Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee Withdrawing penalty-free from 529 when student received scholarships

We've always just claimed qualified expenses (less those counted against the AOTC) after scholarships for withdrawals from 529s for both kids. Now the youngest is entering her senior year and it looks like there will be money left in the 529(s) after... read more
anonymouse1 ‎Posted August 3, 2025 | Latest post yesterday by anonymouse1
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