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 to add additional qualified educational expenses pain from 529 account? Expenses are not reflected in 1098-T.

Additional educational expenses include room and board.

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.

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If my 1098-T doesn't list the same number as my Scholarships and Fellowships prefilled box, what do I enter(951 filled vs 3,697 on my form)?

I cannot find the name of the grantor on my 1098-T, but I assume that would be the school that gave me the scholarship/grant. I also assume the ID Number is my school's EIN. But I am very confused as to why the Scholarship and Fellowship box does not... read more

Does college tuition count for the Child and Dependent Care credit?

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

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

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?