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

What needs to be done to populate the K-12 Education Expense Credit Worksheet for my IL 1040?

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

1099-Q box 6

This question is wrong or worded badly. Please fix in an update It's asking you to check yes but the correct answer is no. Please fix

Taxable scholarship in 2025, filing and APTC reconcilliation (CA)

Hi! I'm a little confused and need some help regarding tax year 2025, please. My son is a tax dependent, and is part of our marketplace healthcare plan in CA. He has only a taxable scholarship of $5,525 and approximately. $20 interest income. Here is... read more

where do you enter room and board expenses for a college student to help offset the tax on 529 distribution?

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

I revised all entries. Problem persits

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

AOC and 2025 grad

A "typical" college student graduating in 4 college years, would have education expenses that span 5 tax years (1st tax year claiming education expenses would be fall semester only of freshman year). But AOC is only available for 4 tax years, making ... read more

What do I do if the Filer's Zip code is invalid on the 1098-T/

Grandparent owner 529 plan

I have a 529 plan for my granddaughter. In July I took out $10k and sent it to her college. Her tuition was more than that. In the past, I have been able to offset the earnings distribution on my taxes by entering the tuition information. I don't see... read more

I have put in in the info from my 1098-T by manually entering it and by snapping a picture and regardless it keeps changing the state from MA to IN. Why? Please fix?

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.

Where to enter taxable scholarship?

I was applying room & board towards the scholarship amount (thus making a portion of the scholarship taxable) to compare how it affects the LLC. I enter the amount of room & board but it doesn't look like it carries it forward to Schedule 1, line 8R.... 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?

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Education: Deductions, Credits, and Answers

What needs to be done to populate the K-12 Education Expense Credit Worksheet for my IL 1040?

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

1099-Q box 6

Taxable scholarship in 2025, filing and APTC reconcilliation (CA)

where do you enter room and board expenses for a college student to help offset the tax on 529 distribution?

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

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.

AOC and 2025 grad

What do I do if the Filer's Zip code is invalid on the 1098-T/

Grandparent owner 529 plan

I have put in in the info from my 1098-T by manually entering it and by snapping a picture and regardless it keeps changing the state from MA to IN. Why? Please fix?

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

Where to enter taxable scholarship?

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?

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