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posted Jun 4, 2019 5:18:59 PM

I am filing a US tax return. I have a dependent attending college in Canada. How do I use Form T2202A in place of a 1098T to maximize credits?

The university is accredited, but does not have a FIN because it is international. They issued Form T2202A in place of a 1098T. How can I enter her billing info on my tax return? 

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1 Best answer
Level 6
Jun 4, 2019 5:19:01 PM

You will enter the details from your Canadian tax document in the 1098-T section of TurboTax.  You need to convert the expenses to US dollars.  You will enter that the school did not issue a 1098-T.  You will need to mail in the tax return as you can not e-file without an FIN for the school.

Click this IRS link What is an Eligible Educational Institution? to search which schools qualify as an eligible institution.  You can download an Excel spreadsheet that lists all eligible schools.  If your dependent's school is on the list, then you can claim a deduction or credit for the education expenses incurred.

1 Replies
Level 6
Jun 4, 2019 5:19:01 PM

You will enter the details from your Canadian tax document in the 1098-T section of TurboTax.  You need to convert the expenses to US dollars.  You will enter that the school did not issue a 1098-T.  You will need to mail in the tax return as you can not e-file without an FIN for the school.

Click this IRS link What is an Eligible Educational Institution? to search which schools qualify as an eligible institution.  You can download an Excel spreadsheet that lists all eligible schools.  If your dependent's school is on the list, then you can claim a deduction or credit for the education expenses incurred.