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

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

529 Distribution -Entering Room and Board as Qualified Education Expense

Very frustrated - spent 2 hours on phone today with TT. In years past there was a place to enter room and board as qualified expenses to offset 529 distributions, keep them from being taxable. There is nowhere to enter it this year. Rep was no help -... read more

I am unable to get American Opportunity Credit. My Scholorship is more than the payments from that scholorship but I had other expenses my scholarship didn't cover

It won't let me add those expenses on turbo tax but I've researched I should still get it.

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

People Worksheet has a stuck Student = Yes for me. I’m not a student—only my dependent is. How do I reset the worksheet?

My husband volunteers for the high school football team and drives to the games and practices. It is our local public school can I deduct the mileage?

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

What option do you choose for filing a 1099-NEC for a grant towards an education loan?

how to add a college student

my daugher is a college student but she does not qualify. as my dependant

Where in TurboTax can I enter education expenses for my dependent college child when we took 529 plan distributions but do not qualify for any higher education credits?

Entering the 1099 Q and 1098 -T and it tells me I am not eligible for any higher ed credits but I should still enter expenses because of the 529 plan distributions but there is no place that it will let me enter then - even when I try to edit under t... read more

I believe I am eligible for the M1SLC MN Student loan credit but it is not showing up on my return. is there a glitch?

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

I graduated in 2024. I received a 1098-t for 2025 all noted is box 6 for adjustments to scholarship. how do i report this on my '25 taxes since I was no longer a student?

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.

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Education: Deductions, Credits, and Answers

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

529 Distribution -Entering Room and Board as Qualified Education Expense

I am unable to get American Opportunity Credit. My Scholorship is more than the payments from that scholorship but I had other expenses my scholarship didn't cover

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.

People Worksheet has a stuck Student = Yes for me. I’m not a student—only my dependent is. How do I reset the worksheet?

My husband volunteers for the high school football team and drives to the games and practices. It is our local public school can I deduct the mileage?

1099-NEC for Student Loan Repayment Program - Texas

What option do you choose for filing a 1099-NEC for a grant towards an education loan?

how to add a college student

Where in TurboTax can I enter education expenses for my dependent college child when we took 529 plan distributions but do not qualify for any higher education credits?

I believe I am eligible for the M1SLC MN Student loan credit but it is not showing up on my return. is there a glitch?

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

I graduated in 2024. I received a 1098-t for 2025 all noted is box 6 for adjustments to scholarship. how do i report this on my '25 taxes since I was no longer a student?

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

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