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

Room and Board Expenses Not Able to be Applied Against 529 Disbursements Reported on 1099Qs

After being a long-time patron, here's why I will no longer be using TurboTax software: 1. the 2025 tax software does not have any place where one can put expenses for room and board to offset 529 distributions (as reported on the 1099Q form).2. I co... read more

using turbotax online, where do i enter room & board expenses to account for some of the funding withdrawn and shown on my son's 1099Q form?

the only college expense i was able to add was for books. there is no area to add room & board expenses and these amounted to 75% of the difference between the 1098T 1. Payments for Qualified Tuition and Related Expenses and 5. Scholarship or Grants.... read more

Is the link between "College Student Information and Student information worksheet broken?

I revised all entries. Problem persits

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

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?

Where do I enter my daughter's college tuition expense?

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.

State of Illinois 529 plans and paying private high school tuition

I have a 529 plan in the state of Illinois (Bright Start). I received a 1099-Q for paying my grandson’s private school tuition. The tuition was sent directly to the high school. The distribution is free from federal income tax. However, the earnings ... read more

can I file my 1098-T

where do I go to file my 1098-T

How do I get to the screen in TT to enter my room and board expenses paid so I can get credit for those against funds I used form my 529

I have a 529 account for my daughter where I am the recipient and she is the beneficiary. I do not qualify for any of the educational credits but need to enter the expenses (room and board) and tuition to show that I didn't over draw on 529 funds in ... read more

Can I claim a tax deduction for college fees paid for my child in 2025?

How do I file for my 2024 student lifetime learning credit

I didn't know about a 1098-T form until this year and am wanting to file my 1098-T form from 2024 along with 2025

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

how do i enter a form 1098-VLI?

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Education: Deductions, Credits, and Answers

Room and Board Expenses Not Able to be Applied Against 529 Disbursements Reported on 1099Qs

using turbotax online, where do i enter room & board expenses to account for some of the funding withdrawn and shown on my son's 1099Q form?

Is the link between "College Student Information and Student information worksheet broken?

Turbo Tax is not allowing me to input qualified education expenses from my 529 plan withdrawals.

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

Where do I enter my daughter's college tuition expense?

Why doesn't turbotax allow me to enter qualified education expenses like room & board? is their a problem with the software?

State of Illinois 529 plans and paying private high school tuition

can I file my 1098-T

How do I get to the screen in TT to enter my room and board expenses paid so I can get credit for those against funds I used form my 529

Can I claim a tax deduction for college fees paid for my child in 2025?

How do I file for my 2024 student lifetime learning credit

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.

how do i enter a form 1098-VLI?

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