To enter information
reported to you on Form 1098-T please follow these steps:
- In your return, click on Federal
Taxes > Deductions. [In TT Self-Employed: Personal
> Deductions & Credits > I'll choose what I work on]
-
In the Education section,
click Start/Revisit next to Expenses and Scholarships (Form
1098-T). [See Screenshot #1, below.]
If you haven't
entered education expense information yet:
- You will see a screen Do you
want to enter your higher education expenses? click the Yes box.
- If you are filing jointly with a
spouse or have dependents, you will see the screen, Tell Us Which
Person Was a Student in 2016, select the correct person from the
list. [Screenshot #2]
- Continue through the screens,
entering the requested information
- On the screen, Did [your
name] get a 1098-T from [school name] for 2016?, mark the Yes
circle and click Continue. [Screenshot #3]
- On the next screen type in the info
from your 1098-T.
- Continue through the rest of the
screens, entering the requested information. TurboTax will calculate
whether a credit or deduction will give you the most benefit.
If you have already
added some education information:
- You will see a screen Your
Education Expenses Summary. [Screenshot #4]
- Click on Edit to
review/revise the information you've entered.
- On the next screen, Here's Your
Education Summary, click on the Edit box next to the item you
wish to access.
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