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

Where is 1098 form located?

Returns with 0 (zero) WFTC refunds are not eligible for electronic filing

This is the error for filing Washington State taxes questions. Washington does not have an income tax, but does offer WFTC. I don't qualify. Why does TT keep coming up with this error, "Returns with 0 (zero) WFTC refunds are not eligible for electron... read more

1099Q recipient differ from the recipient shown in the 1099Q issued

In the 1099Q that I've received from my son's 529 plan I'm listed as the recipient on the form, and I've indicated so when I answered the questions from TurboTax. However, the 1099Q form generated from TurboTax still shows my son as the recipient. Th... read more

1099-NEC for Student Loan Repayment Program - Texas

Received a 1099-NEC from the Texas Higher Education Coordinating Board as part of the Teach for Texas Loan Repayment Assistance Program. This is a 3rd party and I am not employed by them. When I attempt to add the 1099-NEC, none of the options presen... read more

Student Internship reported on 1099 MISC

The question of how to report a stipend from a student summer internship has been addressed multiple times but I can find no clear answer. A 10 week summer internship at a national lab provided a 1099 MISC as a stipend, and while I know how to get ar... read more

529 Distribution -Entering Room and Board as Qualified Education Expense

Very frustrated - spent 2 hours on phone today with TT. In years past there was a place to enter room and board as qualified expenses to offset 529 distributions, keep them from being taxable. There is nowhere to enter it this year. Rep was no help -... read more

Schedule W for PA resident filing DE non resident income tax

I reside in PA though work in Delware. My employer required everyone to work remotely three days per week as they did not have office space. Working remotely was not for convenience. DE income taxes were withheld as if worked in DE everyday. How do y... read more

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?

Where do I enter room and board expenses not included in a 1098-T for a dependent college student ?

Turbo tax asks for book and materials, and then says room and board not paid to the university will be entered "later". "Later" never comes. any thoughts?

If my son received a grant to pay for the tuition of his dual enrollment course, why is TurboTax showing a tax/education credit for it? I, myself, did not pay for any of the educational expenses. Am I entering something wrong?.

What do I do if my College 1098-T says its the wrong Zip Code?

It keeps saying it's wrong, but Google and my document is providing 20783 for UMGC.

Education assistance from employer and school

I got scholarships from my school and education assistance from my employer. Following are my scenarios:1098-T:Box 1 = 31743Box 5 = 64743 W-2:Box 1 shows Tuition Reimbursement - Tax = 643.7 Tuition paid to school - Taxable = 17161 From Turbotax under... read more

It is not letting me use the American opportunity credit

It keeps putting the lifetime learning credit on there and not letting me use the American Opportunity Credit which I am still eligible for 2 more years,.

Turbo Tax is not allowing me to input qualified education expenses from my 529 plan withdrawals.

Background. I have had 529 plans for my daughters for 25 years and have used Turbo Tax for about 30. The last 10 years I have entered qualified education expenses from 529 withdrawals into Turbo Tax with no big issues. This year, I input the 1099-Q i... read more