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Level 2
posted Feb 28, 2021 1:58:49 PM

My step by step Turbotax dialog never asked me for my 1098-T. Is something wrong in the software?

In the deductions part of the Step by Step dialog for Higher Educatio Expenses says it deals with form 1098-E, 1098-T, and scholarships and more.  I entered YES amd went to a page asking was I the beneficiary of an ESA or did I eceive a 1098-Q.  I answered NO to both questions and the next page asked about expenses for Books, Classroom supplies, and Lab Equipment.  When I pushed the CONTINUE button I got a page which included a line for Tuition and Enrollnent Fees but no input box because (according to the help hyperlink) I had already entered that earlier. 

 

BUT I HAD NOT ENTERED THE INFORMATION EARLIER BECAUSE THE STEP BY STEP NEVER ASKED FOR  IT.

 

I think there is a problem with the Step-By-Step dialog that it never asks for the 1098-T information.

I went into Open Forms and manually entered the 1098-T information on the form.  It made a large difference in my Federal income tax.  (over $1000).  

 

I guess I have 2 questions. 
(1) is there a problem in Turbotax Premier which needs to be corrected?
(2) Was entered the Form manually the correct way for me to work around this problem?

 

I don't want to file until I get definitive answers to these questions.   

Thanks for all your help

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1 Replies
Level 15
Feb 28, 2021 2:53:28 PM

This is a known bug. They're working on it. But there's a simple workaround:

 

Go through the entire education interview until you reach a screen titled "Your Education Expenses Summary".  Click edit next to the student's name. That should take you to a screen “Here’s your Education Summary”. Click edit next to the section you want to change; tuition, in your case (click edit next to the school name).