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

Where to enter taxable scholarship?

I was applying room & board towards the scholarship amount (thus making a portion of the scholarship taxable) to compare how it affects the LLC. I enter the amount of room & board but it doesn't look like it carries it forward to Schedule 1, line 8R.... read more

i went to a trade school and they do not have 1098 T forms. I have a ledger from the school showing what I paid.

how do I file this?

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.

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

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

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

On Turbo Tax I didn't get the option to input required books and material not purchased through school. Where is that found?

Turbotax 2025 -- Education Expenses issue with credit calculation

I received 1099-Qs for both my college students and they both received their 1098-T forms. We don't qualify for any of the education credits due to income and no scholarships either. This year when I went to enter the expenses, it only gave me prompt... read more

529 room and board

Where can I enter 529 distributions used for room & board? Turbo tax used to allow me to enter that but now it is only prompting for books

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

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.

I am attempting to enter in my child's college expenses paid from my 529 plan in my return but I dont see the screen/field to enter the amounts

How taxable scholarships affect 529 QEE

@Hal_Al ,I’m still not clear on whether taxable scholarships our student reports as income increase the qualified portion of our 529 distribution or reduce it – depending on whether we took a 529 reimbursement for some of the taxable scholarship tota... read more