1. Open
(continue) your return in TurboTax, if it's not already open.
2. In the
search box, search for 1098-T or 1098T (lower-case
works also) and then click the "Jump to" link in the search
results.
3.
Answer Yes to Do you want to enter your higher
education expenses?
o If you land on the Let's
estimate how much you could get this year, click Skip this.
o If you land on the Your
Education Expenses Summary screen, first select Edit next
to an existing student or select Add a new one before
proceeding.
4. Answer
any questions that follow. After a few screens, you'll be asked if you received
a 1098-T. Answer Yes and click Continue.
5. Enter
your Form 1098-T exactly as you see it, even if you think it's
wrong. Here are some important tips:
o If any boxes on your
1098-T are blank, leave them blank. Don't enter 0 (this may cause
errors later).
o If boxes 1 or 2 on your
1098-T form are wrong, enter those amounts anyway. Then click What if
this is not what I paid? right below box 2 and enter the correct
amount of tuition paid.
o Don't include grants not
already listed in Box 5. We'll ask about those later.
6.
Click Continue when you're done entering the information from
your 1098-T. Answer any additional questions on the following screens.
