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 do I enter room and board expenses not included in a 1098-T for a dependent college student ?

Turbo tax asks for book and materials, and then says room and board not paid to the university will be entered "later". "Later" never comes. any thoughts?

1098-T for study abroad

My son did a study abroad program at the University of Galway. It was an approved program through his University. We paid for the tuition from his 529 directly to Galway. Since we will not get a 1098-T from Galway, I created one through the exception... 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

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.

TurboTax does not show "room and board

I am yet another customer experiencing the issue described here. I would very much appreciate a timeframe for a resolution, and a description as to what the resolution will be so I can decide if I should stick with TT or try a different company.

If there is a number listed on the student work sheet line 4 that I did not list what do I do next?

It says line 4 should not be more than line 2c.

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

How do I add education-related expenses that I didn't pay directly to the school, but that qualify towards the American Opportunity Credit?

There only seems to be an option for expenses paid to the school, with a note that other expenses would be added later, without actually allowing me to add them at any later point.

Am I a full time student if I began college in September of 2025

I received a 1098-T as well. How does being a "part time" student, despite being full time for 4 months, affect my taxes?

what do i do with Form 1098T?

I am a part time student and received a form 1098T. do I file this on my income taxes?

Can I claim a computer as a qualified education expense if i paid the computer with my fafsa refund?

How much of scholarships do you want to allocate to "room and board and noneducational expenses?" Help

Hello @Hal_Al , I am filing our taxes (single under $60,000 income) and I am stuck on this question: " How much of the $2,740 received in Pell grants and scholarships do you want to allocate to room and board or other noneducational expenses? "Here i... read more

Full-Time Student Question

According to other answers listed here, for 2025 if my daughter lived with me, is a full-time student at college, and under the age of 24, the income limit for earnings don't apply. My daughter was full-time, was 22 on Dec 31, lived with me all year,... 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