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

If my son received a grant to pay for the tuition of his dual enrollment course, why am I getting a tax credit for it. I, myself, did not pay for anything.

extra 1200 dollar deduction

senior deduction what line 1040

My 1098-T for Bethel University in MN keeps defaulting the state to IN and won’t allow me to correct it. The ZIP is 55112 which is Minnesota.

I am a full time student with parents who will claim me as a dependent and will claim my educational tax credit on my behalf. Should I still claim educational tax credit?

where do you enter room and board expenses for a college student to help offset the tax on 529 distribution?

I have a 1098-E for loans I paid, but the loan was under my father's name and I'm not listed as a cosigner. Can I still claim it?

How do I receive credit for the $804.00 that I paid in 2025 for school district 2101

Turbo Tax shows a balance due of $823.00 for school district 2101. I paid $804.00 in year 2025. where do I post this in Turbo tax?

Does one need a 1098-T against a 1099-Q for paying off a daughters student loan? TT appears to require it. Thanks

Is there a way to change the address information on the 1098-t tuition statement it shows incorrect and stops me from filing

Why doesn't turbotax allow me to enter qualified education expenses like room & board? is their a problem with the software?

It allows books and supplies to be entered if charged by the institution, and indicates other expenses can be entered later, but it never then prompts for other expenses before moving out of the 1098-T and 1099-Q sections in the online version.

107

1099-Q Questions and Conclusions are Botched by TurboTax

Despite the fact that it is unnecessary to file Form 1099-Q, TurboTax nevertheless invites the User to an interview regarding it, and then incorrectly leads to the conclusion that distributions are TAXABLE (when they are NOT). This happened to me des... read more

Paid money to a college to earn a CNA certificate but I don't have a 1098T form. I got a receipt only. Can I deduct that as college expense?

Second notice issue question on 2024 tax return

I was checking IRS wage transcript for 2024 (filed in 2025) and it shows "second notice issued" on one of the form 1099 INT. There are no notices online and tax status / audit reports are clear. I did confirm that i submitted this 1099 on tax return ... read more

1098-E after refinancing with another company

Hi so I received my 1098-E with a 13.6k difference between what they claim I have for interest paid and what I calculated from my bills. I have called and asked for a corrected form several times. This last time, the customer service woman told me th... read more

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Featured Topics

Education: Deductions, Credits, and Answers

If my son received a grant to pay for the tuition of his dual enrollment course, why am I getting a tax credit for it. I, myself, did not pay for anything.

extra 1200 dollar deduction

My 1098-T for Bethel University in MN keeps defaulting the state to IN and won’t allow me to correct it. The ZIP is 55112 which is Minnesota.

I am a full time student with parents who will claim me as a dependent and will claim my educational tax credit on my behalf. Should I still claim educational tax credit?

where do you enter room and board expenses for a college student to help offset the tax on 529 distribution?

I have a 1098-E for loans I paid, but the loan was under my father's name and I'm not listed as a cosigner. Can I still claim it?

How do I receive credit for the $804.00 that I paid in 2025 for school district 2101

Does one need a 1098-T against a 1099-Q for paying off a daughters student loan? TT appears to require it. Thanks

Is there a way to change the address information on the 1098-t tuition statement it shows incorrect and stops me from filing

Why doesn't turbotax allow me to enter qualified education expenses like room & board? is their a problem with the software?

1099-Q Questions and Conclusions are Botched by TurboTax

Paid money to a college to earn a CNA certificate but I don't have a 1098T form. I got a receipt only. Can I deduct that as college expense?

Second notice issue question on 2024 tax return

1098-E after refinancing with another company

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