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

Do my parents or me enter 1098-T information on the tax return? My parents paid my tuition.

My parents paid my tuition. Do I enter form 1098-T on my tax return?

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

I revised all entries. Problem persits

How can I claim the tuition fee paid in 2024 to get the AOTC in 2025 tax return?

My niece moved to the States at the end of 2024 and enrolled into the 2025 community college classes which tuition fee needs to be paid in December 2024. When she filed the 2024 tax return she was not able to claim the AOTC because she had no income ... read more

1098-T box 1 plus box 5 equals total tuition

On my sons 1098-T his box 1 amount is lower than his box 5 amount but the two amounts added together are the total of his tuition for 2025. None of the scholarship funds went to room and board. It all went to tuition. But when I enter the amounts in ... 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?

I am a Starbucks employee, tuition is paid. How much do I write in the box that asks what portion of box 5 is from my employer? Will this negatively affect my tax return?

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.

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

Education Credits (AOTC/LLC) eligibility and dependency rules/filing requirement

Hi, I’m seeking clarification on the Education Credit (AOTC/LLC) eligibility, dependency rules and filing requirements for my child for the 2025 tax year (filed in 2026). Additional background is provided below. Please advise. Thank you. Child's Info... read more

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

Incorrect AOTC credit

Turbo tax shows I am eligible for American Opportunity Credit of $2,500 for graduate program (DMD degree). It is incorrect as AOTC is for under grad program only.Graduate program qualifies for LTC credit of $2,000.Disappointing that turbo tax can not... read more

education expense

Where is the section to enter education expenses? It only asks for expenses paid directly to school and that you can add additional expenses later but that option never comes up. We have expense to add but no where to input them.

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-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

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Education: Deductions, Credits, and Answers

Do my parents or me enter 1098-T information on the tax return? My parents paid my tuition.

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

How can I claim the tuition fee paid in 2024 to get the AOTC in 2025 tax return?

1098-T box 1 plus box 5 equals total tuition

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

I am a Starbucks employee, tuition is paid. How much do I write in the box that asks what portion of box 5 is from my employer? Will this negatively affect my tax return?

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

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.

Education Credits (AOTC/LLC) eligibility and dependency rules/filing requirement

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

Incorrect AOTC credit

education expense

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-NEC State paid student loan as teacher

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