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If our Daughters college did not give us a 1098-T form, for her Spring 2018 semester, how can we deduct the $2,600 tuition?

Our daughter is being claimed as a dependent on our joint return. She contacted her college last month asking for the 1098-T form, since the form had not been mailed to us. She was told that she would not be getting one, since she did not attend school for the 2018 year.   Which is wrong, since she did attend classes for the Spring 2018 semester, and the check for tuition was written Feb 2018. 

Not sure how to proceed without the 1098-T form. 

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1 Reply
JulieR
Expert Alumni

If our Daughters college did not give us a 1098-T form, for her Spring 2018 semester, how can we deduct the $2,600 tuition?

You can claim your daughter's 2018 qualified education expenses that you incurred while she was attending a qualifying educational institution on your tax return. You don't necessarily need a Form 1098-T to claim any of the various federal tax benefits for educational expenses.  Such as the following: 

1) American Opportunity Credit

2) Lifetime Learning Credit

An official 1098-T is not absolutely required in order to claim any of them.  The IRS does not explicitly mandate that you as a taxpayer have a 1098-T.  There are exceptions to the rule.  Proof of your expenses in the form canceled checks to your school, bank statements, or a statement of student account from your school's registrar office is good enough to satisfy the recordkeeping provisions of the law.

In TurboTax, you'll simply tell the program that "yes" you incurred educational expenses, but that "no" you don't have a 1098-T.  You'll then be presented with the opportunity to input the dollar amounts of your educational expenses

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