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mb1999
New Member

Problem with Form 1098-T in Deluxe

I have a senior in college and have been reporting his Education expenses in TurboTax Deluxe for the past 3 years.  This year, Deluxe did not ask me to enter his Form 1098-T and listed tuition expenses of $0.  Likely I caught this because it would have reduced my refund by $2,500 for the missed American Opportunity Credit.  My son's information was uploaded from the previous year's tax return.  I had to delete him from the return and reenter his information to fix the problem.  This is year 4 he claimed the credit so is still eligible.  This identical problem happened to a friend of mine who also has education expenses.  He missed the mistake and paid $1,200 to the IRS instead of getting a $1,300 refund.

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5 Replies
DawnC
Expert Alumni

Problem with Form 1098-T in Deluxe

Thank you for the feedback; I will submit your concerns.  Just to clarify so we better understand the issue - Did you not go through the education expenses section in the Deductions & Credits section?  Or did you visit that section but did not get prompted to enter his 1098-T? 

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mb1999
New Member

Problem with Form 1098-T in Deluxe

I did go through the education expense section in Deductions & Credits and did NOT get prompted to enter his 1098-T.

Problem with Form 1098-T in Deluxe


@mb1999 wrote:

I did go through the education expense section in Deductions & Credits and did NOT get prompted to enter his 1098-T.


To enter, edit or delete Education Expenses -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Deductions and Credits
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Education
  • On Expenses and Scholarships (Form 1098-T), click on the start or update button

Or enter education expenses in the Search box located in the upper right of the program screen. Click on Jump to education expenses

SSP
New Member

Problem with Form 1098-T in Deluxe

I am having the same issue as mb1999. My son graduated in 2019 and I have his Form 1098-T for 2019. This is my third year of using Premier installed on my PC. I have gone through "walk me through everything" from the start and I am not prompted to enter the 1098-T information. When I view the summary at "Here's what we covered so far," the Expenses and Scholarships indicates $0 for 2019 even though I never was prompted to enter an amount. The amount that is shown for the previous tax year, 2018, is correct. 

 

When I follow either of the two sets of instructions from DoninGA, I still can't enter Tuition and enrollment fees. That item shows $0 and is not in a box and cannot be edited. Turbotax is worthless to me if I cannot enter college tuition.

Hal_Al
Level 15

Problem with Form 1098-T in Deluxe

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.

 

Full details (from beginning or re-enter educ section) https://ttlc.intuit.com/community/college-education/discussion/i-have-a-form-1098-t-and-i-d-like-to-...

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