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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
KarenL
Employee Tax Expert KarenL ‎Posted March 13, 2025
2
0

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
amptax
amptax ‎Posted Thursday | Latest post 28m ago by afaczan
0
8

The American Opportunity Credit allows parents to claim books and supplies not required to be purchased from the school. Where should this be entered?

kristinandryanfoster
kristinandryanfoster ‎Posted Thursday | Latest post 32m ago by Hal_Al
0
3

Where can I enter additional educational expenses not purchased from the school to go towards the American Opportunity Credit?

Turbotax says not to enter these expenses when it asks for mandatory/optional purchases from the school, but there is no further prompt for the expenses purchased outside the school for school purposes.
parker573
parker573 ‎Posted 50m ago | Latest post 34m ago by Hal_Al
0
1

TurboTax is not allowing me to enter any college expenses besides what's on my 1098-T and Books & Materials. Where can I enter Room & Board & other allowed 529 expenses?

davidnmartin72
davidnmartin72 ‎Posted an hour ago | Latest post 48m ago by Hal_Al
0
1

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.
Slobo1
Slobo1 ‎Posted yesterday | Latest post an hour ago by jmsalt1
2
11

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
emily
emily ‎Posted 7 hours ago | Latest post an hour ago by snoqualmie7
2
4

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
livalot
livalot ‎Posted a week ago | Latest post 2 hours ago by Hal_Al
0
8

I used 529 to cover tuition, room, board, and books. TurboTax appears to only allow tuition and books in 1098-T section. Where do I enter the room and board?

mhallen69
mhallen69 ‎Posted 3 hours ago | Latest post 2 hours ago by Hal_Al
0
1

Can I claim my insulin pump and supplies?

dsaw1985
dsaw1985 ‎Posted 3 hours ago | Latest post 3 hours ago by DoninGA
0
1

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
stephensjones
stephensjones ‎Posted 6 hours ago | Latest post 4 hours ago by stephensjones
0
2

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 ?
ky690600
ky690600 ‎Posted 6 hours ago
0
0

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

tierraengle
tierraengle ‎Posted yesterday | Latest post 6 hours ago by MindyB
0
1

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?
moby8101
moby8101 ‎Posted yesterday | Latest post 6 hours ago by moby8101
1
4

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.
Slobo1
Slobo1 ‎Posted yesterday | Latest post 7 hours ago by Hal_Al
0
2
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