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How can I edit my student info worksheet?

 
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2 Replies
Hal_Al
Level 15

How can I edit my student info worksheet?

It depends on what you are trying to edit and why. 

 

But, yes, in the forms mode, you are allowed to edit/change/add numbers the entries, in the download/desktop versions of TurboTax. I don't know about the online versions.

 

One frequent problem, I've seen in this forum, and it carries over from last year, is that TT has allocated $10,0000 of expenses to the tuition credit, instead of the more appropriate $4000 (or $0 if you  are not claiming the credit).  In the past, TT provided a screen  titled  “education expenses used for a tax credit”. It was usually prepopulated (often with $10K). You could change it for the amount you want to allocate to the ed credit. So far, this year, I haven't found that screen, even after recent updates.

If you don't get that screen, you can check the student information worksheet. You can manually change it there (line 18). Make the change in the first column, on the left. It was line 17 prior to 2025.

AmyC
Employee Tax Expert

How can I edit my student info worksheet?

 Since you are using the online version, your answers must be corrected going through the screens again.

You need to go back through your education summary. Edit the student and go through. Edit school information and go through. You may need to change an answer in your personal info section as well, depending on what needs to be changed.

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