Here's how to get to the 1098-T screen if you haven't visited the Education section yet:
- Open (continue) your return, if you don't already have it open.
- Search for 1098t and select the Jump to link at the top of your search results.
- On the Do you want to enter your higher education expenses? screen, answer Yes.
- Answer Yes to Did you get a 1098-T for the year? and Continue.
- On the next screen, you can choose how you'd like to add your 1098-T. You can upload a digital copy from your computer or type it in yourself. Select which option you'd like and Continue.
Education tax credits can help you with higher education costs by reducing the amount of tax you owe. There are two credits available, the American Opportunity Tax Credit and the Lifetime Learning Credit. We check both of them for you.
American Opportunity Tax Credit (AOTC)
You can use this credit for the first four years of college when working towards a degree.
- The maximum credit is $2,500 per eligible student.
- Must be enrolled at least half time for at least one semester during the tax year.
- Up to $1,000 can be refunded to you.
Lifetime Learning Credit
There is no limit on the number of years you can use this credit for undergraduate, graduate, and professional degree courses, including ones to improve job skills.
- The maximum credit is $2,000 per tax return.
- Can be used when you're only taking one class.
- You don't need to be working towards a degree.
- None of the credit is refundable.
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