Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Apr 3, 2024 12:21:36 PM

If the education expense summary keeps taking me back after I click I did not receive form 8862, what does that mean?

0 1 1066
1 Replies
Level 15
Apr 3, 2024 12:45:12 PM

Do you mean you did not receive form 1098-T?  Form 8862 if for disallowance of the Earned Income Credit.  Form 8863 is the education form. But, it is not something your "receive".  It is the form TurboTax (TT) files for you to claim the education credit.

 

Form 1098-T is the form you schools sends you to report tuition paid and/or scholarships received. You must have one, or qualify for an exception to claim a tuition credit. 

 

Q.  If the education expense summary keeps taking me back after I click I did not receive form 1098-T, what does that mean?

A. It means you don't qualify for a tuition credit because your school did not issue you that form. To get to the input screens answer yes to qualifying for an exception.

 

What is it you are trying to accomplish and why didn't you school send a 1098-T?