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

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

1099-NEC State paid student loan as teacher

My wife is a teacher in Texas and the State paid off a portion of her student loans this year. They sent her a 1099-NEC form though for the amount they paid off and TurboTax is asking questions that don't really make sense since she isn't self-employ... read more

1099-NEC for Student Loan Repayment Program - Texas

Received a 1099-NEC from the Texas Higher Education Coordinating Board as part of the Teach for Texas Loan Repayment Assistance Program. This is a 3rd party and I am not employed by them. When I attempt to add the 1099-NEC, none of the options presen... 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.

Cashed EE Bonds and did a rollover to QTP

Desktop Turbo tax gets hung up and never progresses to the 8815 form to allow me to show the rollover to QTP 529 Plan?

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using turbotax online, where do i enter room & board expenses to account for some of the funding withdrawn and shown on my son's 1099Q form?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

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