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

Turbo tax says my child owes taxes based on 1099-Q from a 529 distributions. But all funds were used for qualified expenses. What am I doing wrong?

I've put all the information from form 1099-Q (payment from qualified education programs) into turbo tax and followed every prompt. I've double checked each question set. Nowhere does it give me an option to state that the funds reported on 1099-Q we... read more

Lifetime Learning Credit - EIN Required?

My daughter attended Esthetician school in 2025 and the school does not provide 1098-T forms. They tell me other students have successfully filed their taxes with alternate documentation / statements showing tuition paid. I have asked for a Federal I... read more

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

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This answer has been verified for accuracy by an Intuit expert employee 1099-Q with Box 4b (QTP to Roth IRA transfer) checked

I have a 1099-Q with Box 4b (QTP to Roth IRA transfer) checked, reflecting a SECURE Act 2.0 Section 126 529-to-Roth IRA rollover. TurboTax currently shows a 'Check This Entry' error saying the program hasn't updated to support this yet — can you prov... read more

Do I qualify as a full time student if I was enrolled full time from August to December last year?

I am in college and I am still currently a full-time student. I was only a part time student for the spring semester last year.

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

How does the mn. qualified education loan payments work?

Is it above and beyond the 1098-E

International Student Taxes married to US citizen

Hi! I am currently an F1 student in the USA, and I was recently married to a US citizen on August 16 2025, I am unsure whether I should file my taxes jointly with my US husband or separately, and similarly for my husband as well to whether he needs t... read more

What is a 1099-Q summary. My grandsons used part of a 529 that was saved for this purpose. But it is not tax deductible this year.

Is a 1099-Q tax deductible?

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?

Blocked fraudulent filing with dependents name and parent e-filing

The IRS notified us by postal mail that someone attempted to file a tax return using my daughter's name. We verified the situation with the IRS and successfully blocked the fraudulent filing.The IRS informed us that if my daughter needs to file her o... read more

Is the link between "College Student Information and Student information worksheet broken?

I revised all entries. Problem persits

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

1098-T and Impact on Total Income

Hello! I am struggling to figure out how to properly input my 1098-T information without it incorrectly calculating my total income. I think the problem lies in the number I am inputting for "Actual amount paid for tuition." In that field, I am inclu... read more

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Education: Deductions, Credits, and Answers

Turbo tax says my child owes taxes based on 1099-Q from a 529 distributions. But all funds were used for qualified expenses. What am I doing wrong?

Lifetime Learning Credit - EIN Required?

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

This answer has been verified for accuracy by an Intuit expert employee 1099-Q with Box 4b (QTP to Roth IRA transfer) checked

Do I qualify as a full time student if I was enrolled full time from August to December last year?

1099-Q box 6 question is worded very confusing

How does the mn. qualified education loan payments work?

International Student Taxes married to US citizen

What is a 1099-Q summary. My grandsons used part of a 529 that was saved for this purpose. But it is not tax deductible this year.

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?

Blocked fraudulent filing with dependents name and parent e-filing

Is the link between "College Student Information and Student information worksheet broken?

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

1098-T and Impact on Total Income

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This answer has been verified for accuracy by an Intuit expert employee 1099-Q with Box 4b (QTP to Roth IRA transfer) checked

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