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Level 2
posted Mar 6, 2020 11:41:08 PM

If my child's 1098-T does not include payments made in 2019 for spring 2020, and the school indicates they will not be fixing it, what are my options?

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1 Best answer
Level 15
Mar 7, 2020 4:13:13 PM

Check box 7 only if your actual 1098-T has it checked.   Be sure to keep all you billing statements in case of an audit.

3 Replies
Level 15
Mar 7, 2020 3:38:20 AM

You claim the tuition credit, or report scholarship income, based on your own financial records, not the 1098-T. In the 1098-T screen, click on the link "What if this is not what I paid the school" underneath box 1. You will then be able to enter the actual amounts paid. 

Level 2
Mar 7, 2020 12:18:06 PM

Thanks Hal_Al.  In that case, do we report box 7 (payments include amounts for spring 2020) as checked or not checked?  The 1098-t box 7 is not checked, but the actual amounts that we will report will include payments for spring 2020 (made in 2019).

Level 15
Mar 7, 2020 4:13:13 PM

Check box 7 only if your actual 1098-T has it checked.   Be sure to keep all you billing statements in case of an audit.