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

I’m so confused on this 1098T

This is our 1st year dealing with this 1098T. Box 1 has 2859.15, Box 5 has 10801.65. My daughter has W2 income of around 14000. What goes on her return and what goes on our return? Is it beneficial for us to put the entire form on our return or go on... read more

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.

Where do I enter education expenses other than tuition for my student, to avoid paying tax on a 529 distribution? Neither the 1099-Q section nor the 1098-T section has it

I have entered a 1099-Q for a 529 distribution and there is a place in that section where it says I will enter education expenses for my student, but then all it asks is whether I used the money to pay a loan. I have also completed the 1098-T section... read more

Education Distribution bug when entering 1099-Q

If the name of the Payer on the 1099-Q form has a number in it, ex. "State of Rhode Island CollegeBound 529", you will get a error message that the distribution information does not sum correctly "Your box 1 gross distribution must equal the sum of b... read more

8815 non taxable interest

why will turbo tax not let me enter the amount of excluded interest on line 14 of this form and for that matter enter the amount of interest from the I-Bond on line 6 ?

Discharge of certain student loan debt. My student loans were forgiven due to the school closing. Do I have to report?

Turbotax Premier College Expense Entry

I am using the desktop product for the 2025 tax year and I have entered the 1099Q and 1098T information, however I am not getting a screen to enter my other college expenses. It keeps taking me to the education credit and showing I owe taxes and pena... read more

is there a place to enter room and board expenses for college so I can offset 529 distribution? I am using Deluxe 2025. Was easy to find in 2022-24. Can you help?

I have used TT for years. this has never been an issue until, DO I need to upgrade?

How do you enter in TurboTax Premium Online qualified education expenses opposite a 529 1099-Q distribution?

It only asks about books purchased directly for the school and say you can add other expenses later, but there never is a later.

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

My son is a Junior in High School and taking 2 College courses that we paid $500 out right for how do I enter them in correctly

I put the info in under the education section and used the 1098-T info we received but it says he doesn't qualify as none of the follow up questions apply to him as he is still in high school. If there is no tax benefit for the $500 paid so be it but... read more

My school is in KY, but it is one of many under the name and the "headquarters" is in PA. That's the address on my 1098-t, so can I still say my school is in KY?

This answer has been verified for accuracy by an Intuit expert employee Dependents Educational Assistance

Do I need to report Dependents Educational Assistance (Chapter 35 DEA) received when applying for the American Opportunity Tax Credit? There is a lack of information related to this specific benefit which is different than the GI Bill. The examples f... read more

Where do I enter room and board expenses for college? The 1098-T section only asks about tuition. 1099-Q section is no help either.

When I enter the 1099-Q info, TT is saying that we have $8500 of taxable income, but it clearly has not taken into account nearly $13K of room and board (because there has been no prompt to enter the room and board). All 529 distributions were to my ... read more

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Education: Deductions, Credits, and Answers

I’m so confused on this 1098T

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

Where do I enter education expenses other than tuition for my student, to avoid paying tax on a 529 distribution? Neither the 1099-Q section nor the 1098-T section has it

Education Distribution bug when entering 1099-Q

8815 non taxable interest

Discharge of certain student loan debt. My student loans were forgiven due to the school closing. Do I have to report?

Turbotax Premier College Expense Entry

is there a place to enter room and board expenses for college so I can offset 529 distribution? I am using Deluxe 2025. Was easy to find in 2022-24. Can you help?

How do you enter in TurboTax Premium Online qualified education expenses opposite a 529 1099-Q distribution?

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?

My son is a Junior in High School and taking 2 College courses that we paid $500 out right for how do I enter them in correctly

My school is in KY, but it is one of many under the name and the "headquarters" is in PA. That's the address on my 1098-t, so can I still say my school is in KY?

This answer has been verified for accuracy by an Intuit expert employee Dependents Educational Assistance

Where do I enter room and board expenses for college? The 1098-T section only asks about tuition. 1099-Q section is no help either.

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This answer has been verified for accuracy by an Intuit expert employee Dependents Educational Assistance

Unlock tailored help options in your account.

Get more help

Ready to start your taxes?