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Level 1
posted Apr 12, 2020 4:52:46 PM

If I used designated tuition money from a fellowship to pay for a summer class, does that money count as as a qualified education expense?

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1 Best answer
Expert Alumni
Apr 12, 2020 8:59:21 PM

Yes, after you enter the 1098-T, you can enter other expenses, such as book and supplies. Add the cost of the class there. 

4 Replies
Expert Alumni
Apr 12, 2020 5:29:23 PM

What was it designated to be used for? Did the summer class count as part of your degree? 

Level 1
Apr 12, 2020 8:50:27 PM

Thanks so much for the response. The money was designated for tuition for this summer course. However, because the money was given to me directly--and because the class was held at another university, not my home institution--it was not counted under "qualified tuition" on my 1098-T.  It basically looks like the money just went to my pocket for living expenses (which it did not).

 

I am wondering if there is any place on the tax form where I can note that this money was designated as tuition, and that it was used as such?

 

Thanks so much again!

Expert Alumni
Apr 12, 2020 8:59:21 PM

Yes, after you enter the 1098-T, you can enter other expenses, such as book and supplies. Add the cost of the class there. 

Level 1
Apr 12, 2020 9:07:55 PM

Thanks so much for helping resolve this!