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

It won’t except the correct school code

It says I need to enter correct school code but doesn’t work

how do i claim the higher education tuition?

How do i calculate higher tuition expense?

1098T loophole for dependent

We will be claiming our 19-year-old son as a dependent on our tax return. He has a 1098T with $4,947 in box 1 and $10,249 as scholarships in box 5. In order to maximize our AOTC on OUR return, I'm assuming he needs to claim some of the amount in box ... read more

Where do I indicate that I am not a dependent so I may deduct a 1098-T on my return?

Can someone help with the enrollment status that must be entered? find it

I cannot find it to fix it.

I got the student teaching support grant money and receivced a 1099 nec from the school but no schedule c form

The grant was not income it was awarded for being a student teacher in pa in 2025 which i applied and received. I was not a employee of the school district but turbo tax wants me to file a schedule c as if I were self emplyed

where do i enter per diem expense for tranportation worker

meal expenses on layover

what does it mean when it says my daughter hasnt added any qualifying insititutions to get the credit? It says she has the lifetime learning credit?

what do they mean by qualifying institutions?

AOC credit prompted again.... but does student actually qualify?

Hi. Thank you for your help. Does my daughter pass the support test if she is paying for living expenses( actual expense cost) beyond the COA outlined by and qualified expenses for 529. She has a 1099-Q ( $32,200) which covers the qualified expenses.... read more

Education Distribution bug when entering 1099-Q

If the name of the Payer on the 1099-Q form has a number in it, ex. "State of Rhode Island CollegeBound 529", you will get a error message that the distribution information does not sum correctly "Your box 1 gross distribution must equal the sum of b... read more

TurboTax is asking if I was a full-time student, saying a full-time student is someone enrolled for 5 months+. I was enrolled in classes full-time, but only for 16 weeks?

I only spent one semester in school in 2025, since I graduated in the Spring. The school schedule would classify me as full-time for that semester, but I'm not sure if the same applies here since TurboTax says there's a 5-month minimum to be consider... read more