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Level 1
posted Feb 15, 2022 10:25:19 AM

1098-T Box 1: there's an option on TurboTax "This is not what I paid to this school" Since the school paid that amount for grad students, should I check the option?

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1 Best answer
Expert Alumni
Feb 15, 2022 10:48:29 AM

Yes, the tuition not paid out of pocket should not be reported in Box 1 of form 1098-T. So yes, check that option and enter the correct amount amount of out-of-pocket tuition.

5 Replies
Expert Alumni
Feb 15, 2022 10:48:29 AM

Yes, the tuition not paid out of pocket should not be reported in Box 1 of form 1098-T. So yes, check that option and enter the correct amount amount of out-of-pocket tuition.

Level 15
Feb 15, 2022 12:41:14 PM

The 1098-T is only an informational document. The numbers on it are not required to be entered onto your tax return. However receipt of a 1098-T frequently means you are either eligible for a tuition credit or possibly your student has taxable scholarship income. 

If you claim the tuition credit, you do need to report that you got one or that you qualify for an exception (the TurboTax interview will handle this)

You claim the tuition credit, or report scholarship income, based on your own financial records, not the 1098-T. In the 1098-T screen, click on the link "What if this is not what I paid the school" underneath box 1. You will then be able to enter the actual amounts paid. You will also reach a screen that allows you to adjust the scholarship amount for "amounts not awarded for 2021 expenses".

New Member
Jan 21, 2025 6:03:50 AM

Thank you for the information. Will I need to provide documentation to the IRS if the amount I enter is different from Box 1 on the 1098-T?

Expert Alumni
Jan 21, 2025 6:35:08 AM

Yes, if the IRS asks

 

Keep all receipts and school statements with your tax files. 

Nothing needs to be sent with your tax return, but if the IRS questions the Education Credit, you might need to show documentation.

Level 15
Jan 21, 2025 11:56:49 AM

Q.  Will I need to provide documentation to the IRS if the amount I enter is different from Box 1 on the 1098-T?

A. No, At least, not at the rime you file your tax return.  Proof may be required later if the IRS questions your tax return. That's unlikely.  This is  common situation.