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 education expenses other than tuition for my student, to avoid paying tax on a 529 distribution? Neither the 1099-Q section nor the 1098-T section has it

I have entered a 1099-Q for a 529 distribution and there is a place in that section where it says I will enter education expenses for my student, but then all it asks is whether I used the money to pay a loan. I have also completed the 1098-T section... read more

Where do you enter room and board college expenses so that they are considered in 529 distribution?

1098-T - Expenses and Scholarships

I hold permanent residency since 2023 and completed my undergrad education in 2011 outside the US. In January 2025, I started my graduate education in the US and I've recently received my 1098-T from the university for the year of 2025, only box 1 wa... read more

What are the requirements to roll over funds from Texas Tuition Promise Fund plan into a 529?

This is a tax deferred account. When canceled they sent a check. For how long could I hold the fund in my checking account?

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

Can I claim my child as dependent or can she file as an independent?

Hello. My child is 23 years old, full time graduate student. She is away for school and will return home for the break. Since she is a PhD student, the school covers her tuition, and she receives the stipend/grant. In 2025, she had the earned income ... read more

Turbo tax says my child owes taxes based on 1099-Q from a 529 distributions. But all funds were used for qualified expenses. What am I doing wrong?

I've put all the information from form 1099-Q (payment from qualified education programs) into turbo tax and followed every prompt. I've double checked each question set. Nowhere does it give me an option to state that the funds reported on 1099-Q we... read more

is there a software bug that is not allowing me to enter room and board expense to offset a 529 plan qualified distribution?

where do you enter room and board expense?

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.

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

Student during the co-op program qualifies as a dependent?

My 20-year old daughter is a full time student. Last tax year, she participated in a coop program Fall and Spring semester, and took actual classes only in the summer. The school considers this coop program an accredited academic program. From the sc... 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

Does someone know how to fix the 1098-T wks? I have entered our 1098-T form, but it keeps showing the incorrect state once in 1098-T Wks.It is on one of those grey boxes

when reviewing the return, it keeps popping up as an item that needs review, but the state is not editable. It also says "double click here if..." but it's all greyed out.

1098-t state keeps getting put in wrong

Turbo tax software keeps inputting the wrong state for the college address on my 1098-t form. I have deleted the information and reentered the correct state on the form. but the software keeps pulling IN state and not Massachusetts.