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

Can I claim my son tutoring expenses I paid to Sylvan Learning Center?

if so where do I claim it?

I work as a full time school teacher and travel to tutor students after school each day. Can I claim the mileage from my school to my first student of the evening?

Can I also claim mileage from the last student back home?

How do I get to the screen in TT to enter my room and board expenses paid so I can get credit for those against funds I used form my 529

I have a 529 account for my daughter where I am the recipient and she is the beneficiary. I do not qualify for any of the educational credits but need to enter the expenses (room and board) and tuition to show that I didn't over draw on 529 funds in ... read more

This keeps looking for a 1098 form and I do not have one. I can't continue but there is no way for me to remove the questions about the 1098.

I do not have a mortgage and it keeps asking me to review the questions for my mortgage.

529 distributions being treated as taxable income

Hello,A portion of the 529 plan distribution amount being reported on my 1099-Q is being treated by Turbotax as taxable income, even though the qualified education expenses I entered are greater than the distribution amount. The advice I found on the... read more

1099-Q box 6 question is worded very confusing

the step-by-step form for the 1099-Q brings you to Box 6. The question is worded twice. Once where you would answer Yes. And once where you would answer No.=======================Box 6: Is the recipient of the distribution the designated beneficiary?... read more

I'm entering a 1099 Q for a 529 distribution. I'm entering the exact same amount as a 1099-t for tuition paid but for some reason there is a tax liability

My refund went down when I entered the 1099-Q for my college freshman's 529 disbursement. It was used to pay the college for room&board. How do I enter the expenses?

He lives on campus. He received a scholarship from the state of Florida that covers 100% tuition. The 529 disbursement was used to pay the university for room and board. When I entered the 1099-Q, our refund went down. I also entered the 1098-T. Is i... read more

529 calculations

Dear Turbotax, For the last 3 years I have based on your guidance handled the 529 that I administer in the following manner when doing taxes for my grandson who is the beneficiary. There are no AOTC credits involved.Qualified 529 withdrawals less all... read more

Do I qualify for the American Opportunity Tax Credit? I've only claimed it once before. I've accrued 120+ credits, but am still working on my first bachelors degree.

I was a running start student and completed an AA the same time I graduated high school. After taking a break, I decided I wanted to study science and returned to community college. I took a bunch of prerequisites and just transfered to a univeristy ... read more

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

This answer has been verified for accuracy by an Intuit expert employee Can I enter scholarship income without entering 1098-T. Can't enter 1098-t for free version but box 5 exceeds box 1 on 1098-t

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 have been making payments through a payment plan (1098-T) but have not been a student since 2024. Can I still get a tax break?

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Education: Deductions, Credits, and Answers

Can I claim my son tutoring expenses I paid to Sylvan Learning Center?

I work as a full time school teacher and travel to tutor students after school each day. Can I claim the mileage from my school to my first student of the evening?

How do I get to the screen in TT to enter my room and board expenses paid so I can get credit for those against funds I used form my 529

This keeps looking for a 1098 form and I do not have one. I can't continue but there is no way for me to remove the questions about the 1098.

529 distributions being treated as taxable income

1099-Q box 6 question is worded very confusing

I'm entering a 1099 Q for a 529 distribution. I'm entering the exact same amount as a 1099-t for tuition paid but for some reason there is a tax liability

My refund went down when I entered the 1099-Q for my college freshman's 529 disbursement. It was used to pay the college for room&board. How do I enter the expenses?

529 calculations

Do I qualify for the American Opportunity Tax Credit? I've only claimed it once before. I've accrued 120+ credits, but am still working on my first bachelors degree.

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

This answer has been verified for accuracy by an Intuit expert employee Can I enter scholarship income without entering 1098-T. Can't enter 1098-t for free version but box 5 exceeds box 1 on 1098-t

1098 T for Graduate Student on Stipend

I have been making payments through a payment plan (1098-T) but have not been a student since 2024. Can I still get a tax break?

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Featured Topics

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

This answer has been verified for accuracy by an Intuit expert employee Can I enter scholarship income without entering 1098-T. Can't enter 1098-t for free version but box 5 exceeds box 1 on 1098-t

Unlock tailored help options in your account.

Get more help

Ready to start your taxes?