turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

gtx_61
New Member

How do I meet the minimal requirement for qualified education expenses?

I recieved a 1098-T form for $423. and spent about $3,700 on books and school supplies
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
KrisD
Intuit Alumni

How do I meet the minimal requirement for qualified education expenses?

IRS Pub 970 is fairly easy to read and has a lot of great examples and suggestions. 

The 1098-T reports more than just tuition, and the requirements for the two education credits differ, so you can enter the data to see if you can get a credit. Or ask a more specific question in AXC.

Getting a credit would require an upgraded TurboTax program (from Free), so if you enter the data, and the credit is less than the upgrade charge, you would need to "clear & start over" to go back to free, however if you are already using Premier, it would not affect the TurboTax charge. 

CLICK HERE for IRS Pub 970 Tax Benefits for Education


Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question