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1098-T worksheet box 2 AND box 7 question

I have been reviewing the various worksheets and notice an entry in the worksheet which I do not believe is correct. I attach a screenshot below.

 
 

It so happens that when I look at my child's 2018 1098-T I find that Box 2 is blank and Box 7 has a check mark. (I can share an image of that 1098-T if that would help.)

 

How can I (or TT) answer such a question ("...box 2 filled in AND Box 7 checked")  when Box 2 is blank?

 

Any guidance would be appreciated. Thanks in advance.

 

 

 

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1 Best answer

Accepted Solutions
DavidS127
Expert Alumni

1098-T worksheet box 2 AND box 7 question

Yes, I concur that you must answer the question B on the 1098-T Tuition Statement "Yes" on order for the Form 8863 question to be correctly answered "Yes".

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8 Replies

1098-T worksheet box 2 AND box 7 question

1098-T.PNG

 

DavidS127
Expert Alumni

1098-T worksheet box 2 AND box 7 question

Based on the information you provided about your 2018 Form 1098-T, the answer to the 2019 tax return question B is "No".  Your 2018 Form 1098-T did not meet the dual test for both "Box 2 filled in and Box 7 checked".

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1098-T worksheet box 2 AND box 7 question

Thanks, David, for your prompt response.

 

I wonder if in the snippet I showed, the Box 2 could be a typo (the correction overlooked by TT)? From 2018 onward, Box 2 was not supposed to be used (although it was retained on the form) and Box 1 used to show the amount actually paid.

 

With that explanation, the answer to the question would be YES - because in the 1098-T , Box 1 is filled and Box 7 checked.

 

Any thoughts? Thanks, again.

 

 

DavidS127
Expert Alumni

1098-T worksheet box 2 AND box 7 question

Yes, that worksheet language is "leftover" from the time when (prior to 2018), colleges had an option to use box 1 for "Payments received" or box 2 for "Amounts billed" to report tuition.

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1098-T worksheet box 2 AND box 7 question

So would it be OK to assume that it really should have said Box 1 filled AND Box 7 checked and change the answer to YES. What I showed you in the snapshot was MY change to YES. The original TT entry had been NO. I found that I could change it myself, with, so far, not changes to any outcome.

 

Should I retain the TT check mark of NO or change it to a YES based on the discussion above?

 

Thanks again for your responses.

DavidS127
Expert Alumni

1098-T worksheet box 2 AND box 7 question

You should leave the box marked No.  The question is not asking about box 1.

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1098-T worksheet box 2 AND box 7 question

Hello David:

Thanks again for your response. I apologize for persisting, but if I answer the question B in the student information worksheet as "NO" then it flows through to Form 8862 (which IS submitted to the IRS) and it answers a question (no. 3 in the snippet shown below) in the negative.

 

8863.PNG

 

This is clearly incorrect because in 2018, Box 7 WAS checked but Box 2 was not filled. However, answering it NO in the student worksheet causes the second part to also be seen as a negative, i.e., unchecked.

 

It is not possible to change this answer to question 3 in Form 8863 to YES manually. The only way to do so is to go back to the student worksheet and change the answer to question B as a YES.

 

That is why, in my previous message, I had asked if the text for the student worksheet was an error (overlooked typo) and if it really should have been box 1.

 

I feel that the answer to question B in Form 8863 is the one that should be correctly answered. As it stands, it is answered incorrectly owing to this glitch.

 

Your thoughts would be much appreciated.

 

DavidS127
Expert Alumni

1098-T worksheet box 2 AND box 7 question

Yes, I concur that you must answer the question B on the 1098-T Tuition Statement "Yes" on order for the Form 8863 question to be correctly answered "Yes".

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