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

How does the full-time student part work? I spent one semester as a full-time and another as not so im wondering how this changes my filing.

Should I delete my Form 1098-T if I paid the tution from a 529 distribution?

I've entered both the 1099-Q (529 distribution) and 1098-T (Tuition paid) but Turbotax is still showing I receive the American Opportunity Credit, which isn't correct.

I do not qualify for tuition expenses but state won't file without "college tuition expense worksheet"

If im an online student in 2025 does that still count as being an online student? If i lived with my mom until November and she's still claiming me.

Where can I enter room and board expense for my college? I am a full time student. The turbo tax application does not allow me to enter this expense.

does online MBA qualify for AOC credit?

Avoiding 10% early IRA withdrawal penalty using room and board expenses

My wife and I are married filing jointly. She has been a full-time undergraduate student in Spring 2025 and a half-time undergraduate student in Fall 2025. She receives VA Chaper 35 benefits, which are deposited into her account directly every month ... 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 ?

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

I withdrew the balance of my sons 529 account after graduation. How do I enter the earnings portion of this non- qualified 529 withdrawal in turbotax and the 10% penalty?

When I check the box, "Had education expenses other than tuition" I am not offered a page to enter qualified expenses. Where am I supposed to enter these expenses?

The common situations page is reached when entering 1099-Q information for 529 withdrawals. However, despite checking the expenses other than tuition box, nothing is offered to enter room and board, computer and software expenses. This has been avail... read more

ESA/QTP worksheet

Working on 2025 taxes. Vet school daughter not a dependent. We paid her tuition and expenses and were reimbursed from 529 plan. Adjusted qualified expenses exceed 529 distribution amount on 1099-Q. Previous posts indicate I do not need to enter any o... read more

How do I enter 529 education expenses not paid directly to the college?

My son lives off campus and my understanding is I can use his 529 to pay for rent/food up to the published cost of attendance at the school he attends. I don't see where to enter this information in TurboTax 2025 Premier desktop on Mac. Same for the ... read more