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

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?

1098-T: Box 1 and Box 5 Discrepancy

Hello! I finished my 8th semester of college (4th year) in the spring of 2025. This was technically for a graduate program, but I was a full time student and hadn't exceded 4 years of college. For this semester, I received a $6500 scholarship that we... read more

1098-T and employer paid tuition to university

Hello. I was entering my 1098-T information and was directed to a screen with two check boxes (a screenshot is attached below). One is asking if I received tax-free education assistance from an employer, the other is asking if the aid was already rep... 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

How do I fill out two 1098- T's if I received more than one on myself?

why TurboTax does not show "room and Board" for education expense? I have inputed 1099-Q and 1099-T, but the "Room and board" question/section never showed up.

I have inputed 1099-Q and 1099-T, but the screen a screen that asks: "Did [Child's Name] pay for books or materials to attend school?" never showed up. As a consequence, i cannot input the "Room and board" . how to make it to show this screen/section... read more

Student received a full scholarship and not eligible to receive form 1098-T. Can student claim education credits?

Student (freshman undergraduate) received scholarships that covered tax free expenses (tuition, fees..) and taxable expenses (room, board, insurance) . The university stated that "student not eligible to receive form 1098-T". Can student (or parent) ... read more

I filed, then added to my TT portal two documents: w-2 and 1098-T for tuition. Question, will TT send all uploaded documents into IRS, will IRS recalculate return?

why is my state on my 1098-T keep entering incorrectly but i am putting it in correctly?

Why did I not get the extra $6000 Senior deduction? Im well below the income threshold

Is it only if you are claiming social security benefits?

Senior Credit

I have completed my TT federal return for 2025 and was surprised with the results versus last year. I have not filed the return yet, nor printed the return. I would like to actually see where the Senior Credit is included on my return. How do I see t... read more

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Education: Deductions, Credits, and Answers

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?

1098-T: Box 1 and Box 5 Discrepancy

1098-T and employer paid tuition to university

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?

How do I fill out two 1098- T's if I received more than one on myself?

why TurboTax does not show "room and Board" for education expense? I have inputed 1099-Q and 1099-T, but the "Room and board" question/section never showed up.

Student received a full scholarship and not eligible to receive form 1098-T. Can student claim education credits?

I filed, then added to my TT portal two documents: w-2 and 1098-T for tuition. Question, will TT send all uploaded documents into IRS, will IRS recalculate return?

why is my state on my 1098-T keep entering incorrectly but i am putting it in correctly?

Why did I not get the extra $6000 Senior deduction? Im well below the income threshold

Senior Credit

ABLEnow account used to pay for dependent care is an eligible dependent care expense?

I need Tax form 1098-VLI . Your program does not recognize this form, WHY NOT

where is the 1098-vli?

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