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

I take online classes for school

I am strictly doing online full time school and had to buy a new computer as I was told the one I had was not compatible. I have gone through all the school expense sections and nowhere does it list additional expenses not paid to the school. How can... read more

Standard Deduction for Dependent Taxpayers (think, full-time college student) calculates WRONG in Turbotax

Form 1040 Line 12e is the Standard Deduction. If taxpayer is depdendent, however, must use "Deduction Worksheet for Dependents - Line 12e", which is page 35 in 1040 Instructions. It's not complicated, but Turbotax screws it up anyway. In our case, de... read more

where do you put your information for 1098?

I am in the investment but don't see 1098.

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

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.

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

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.

is there a place to enter room and board expenses for college so I can offset 529 distribution? I am using Deluxe 2025. Was easy to find in 2022-24. Can you help?

I have used TT for years. this has never been an issue until, DO I need to upgrade?

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

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?

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Education: Deductions, Credits, and Answers

I take online classes for school

Standard Deduction for Dependent Taxpayers (think, full-time college student) calculates WRONG in Turbotax

where do you put your information for 1098?

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

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

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?

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

is there a place to enter room and board expenses for college so I can offset 529 distribution? I am using Deluxe 2025. Was easy to find in 2022-24. Can you help?

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

1098-T - Expenses and Scholarships

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

1099-NEC for Student Loan Repayment Program - Texas

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

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

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