Student Loan & Education Tax Topics

Education

Education: Deductions, Credits, and Answers

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

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

Is the link between "College Student Information and Student information worksheet broken?

I revised all entries. Problem persits

Deductible expenses for internship

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

i have a 1098-T for college scholarships. I've always used the desktop version and there was a place where you entered the cost of tuition. I can't find that

I need the cost of tuiton for the scholarships to go against it (and it's not from line 1 of the 1098-T)

Help! Parent(me) unable to enter 1098-T. Says not eligible for education Credit

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

Student Info Worksheet 2025 Desktop

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

Eligible for Lifetime Learning Credit, but TurboTax is not allowing it.

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

1098 T and 1098 Q

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

I have no 1098 from credit union for ELOC loan but I have the statement showing interest paid and zero balance

1098 T for Graduate Student on Stipend

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

I think I should be able to file for free as I have a simple return but it says I need to upgrade due to Lifetime learning credit (which is $0).

do I need to file my 1098 form for 2025 year?

do I need to fill out information for my mortgage interest?

What if we, as Grandparents, contributed to a Grandchild's Catholic high school tuition? Is there a deduction for this

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

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Education: Deductions, Credits, and Answers

This answer has been verified for accuracy by an Intuit expert employee 1099-Q with Box 4b (QTP to Roth IRA transfer) checked

Is the link between "College Student Information and Student information worksheet broken?

Deductible expenses for internship

i have a 1098-T for college scholarships. I've always used the desktop version and there was a place where you entered the cost of tuition. I can't find that

Help! Parent(me) unable to enter 1098-T. Says not eligible for education Credit

Student Info Worksheet 2025 Desktop

Eligible for Lifetime Learning Credit, but TurboTax is not allowing it.

1098 T and 1098 Q

I have no 1098 from credit union for ELOC loan but I have the statement showing interest paid and zero balance

1098 T for Graduate Student on Stipend

I think I should be able to file for free as I have a simple return but it says I need to upgrade due to Lifetime learning credit (which is $0).

do I need to file my 1098 form for 2025 year?

What if we, as Grandparents, contributed to a Grandchild's Catholic high school tuition? Is there a deduction for this

This answer has been verified for accuracy by an Intuit expert employee Withdrawing penalty-free from 529 when student received scholarships

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Featured Topics

This answer has been verified for accuracy by an Intuit expert employee 1099-Q with Box 4b (QTP to Roth IRA transfer) checked

This answer has been verified for accuracy by an Intuit expert employee Withdrawing penalty-free from 529 when student received scholarships

Unlock tailored help options in your account.

Get more help

Ready to start your taxes?