Entering your W-2 information
and your education expense information on your Form 1098-T are two unrelated
items except for the fact that they both come from the same place.
You will simply enter the information on your W-2 form in the W-2
section of the tax return along with any W-2s that your spouse has
received. As more than one W-2 is
entered, be sure to watch for a button to select whose W-2 you are working on.
Then, you will go to a different section of your return to enter
the information reported on your Form 1098-T, along with any other educational
expenses not reported on the form.
Use the following steps to go directly to either of these sections
of your return. Substitute either “W-2” or “education” for “search term”
in the steps.
On the top row of the TurboTax online screen, click on Search (or for CD/downloaded TurboTax locate the search box in the upper right corner)
This opens a box where you can type in “search term” (be sure to enter exactly as shown here) and click the magnifying glass (or for CD/downloaded TurboTax, click Find)
The search results will give you an option to “Jump to search term”
- Click on the blue “Jump to search term” link
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