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How do I delete the 1098-T from my education section

 
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2 Replies
AlanT222
Expert Alumni

How do I delete the 1098-T from my education section

Here are the steps to delete Form 1098-T:

  1. Open your return in TurboTax. (To do this, sign in to TurboTax, and select the Take me to my return button.)
  2. In the left sidebar, select Tax ToolsTools.
  3. In the pop-up window Tool Center, choose Delete a form.
  4. Select Delete next to Form 1098-T  and follow the onscreen instructions.

If you are wondering if you are entitled to education credits, here is some information for you.  

 

Education tax credits can help you with higher education costs by reducing the amount of tax you owe. There are two credits available, the American Opportunity Tax Credit and the Lifetime Learning Credit. We check both of them for you.

American Opportunity Tax Credit (AOTC)

You can use this credit for the first four years of college when working towards a degree.

  • The maximum credit is $2,500 per eligible student.
  • Must be enrolled at least half time for at least one semester during the tax year.
  • Up to $1,000 can be refunded to you.

Lifetime Learning Credit

There is no limit on the number of years you can use this credit for undergraduate, graduate, and professional degree courses, including ones to improve job skills.

  • The maximum credit is $2,000 per tax return.
  • Can be used when you're only taking one class.
  • You don't need to be working towards a degree.
  • None of the credit is refundable.

Qualifications for claiming the American Opportunity Tax Credit are:

  • You paid an eligible student's qualified education expenses for higher education at any college, university, or vocational school with a student aid program administered by the US Department of Education.
  • The eligible student is you, your spouse, or a dependent on your return.
  • For the full credit, your MAGI (modified adjusted gross income) is less than $90,000 ($180,000 if you're filing jointly).
    • For a reduced credit, your MAGI is between $80,000 and $90,000 ($160,000 and $180,000 if you're filing jointly).

An eligible student is defined as a student who:

  • Is enrolled at least half-time in a program leading to a degree, certificate, or other recognized credential.
  • Had at least one academic period beginning during the year.
  • Didn't claim the American Opportunity Tax Credit for more than three previous years.
  • Didn't complete the first four years of post-secondary education before the beginning of the year.

The American Opportunity Tax Credit cannot be claimed on Married Filing Separately returns nor under any of these conditions:

  • The student is a dependent on someone else's return.
  • The student is a nonresident alien (unless the student's spouse is a resident and they file a joint return treating both as residents, or the parents claim the student as a dependent on their joint return).
  • The student had a felony drug conviction.
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Hal_Al
Level 15

How do I delete the 1098-T from my education section

To delete the 1098-T, using the interview, 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 Delete next to school name, under tuition.  

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