Here's some important info you need to know:
- If the student on the 1098-T is your
dependent, enter the 1098-T on your return, even if your dependent
paid the tuition.
- If the student on the 1098-T is you,
and you're not being claimed as a dependent, enter the 1098-T on your
return unless your employer paid for or reimbursed your tuition (in which
case, just keep the 1098-T with your tax records).
- Enter your 1098-T exactly
"as is" even if the amounts are wrong (this is common). Don't
worry, we'll give you the opportunity to enter all your expenses later.
- Don't enter a "0" in any
boxes that are blank, as this will generate errors. Leave blank boxes
blank.
Now let's enter
that 1098-T form:
- Open (continue) your return, if
you're not already in it.
- In TurboTax, search for 1098T
(lower-case works also) and then click or tap the "Jump to"
link in the search results.
- Answer any education questions that
pop up (enrollment status, name of school, and so forth).
-
If you
land on the Education Expenses Summary screen, click or tap Edit
next to the student in question, then edit the Tuition item.
At the Did you get a 1098-T?
screen, answer Yes and continue.
After you enter
your 1098-T, we'll ask about other expenses (books, supplies, equipment) and
financial aid.