The "Did [student] get a 1098-T from [school] for 2019? screen" is not coming up for me, so I am not able to enter my 1098T information. Here is the process I followed:
In the"Deductions and Credits" section I scroll down and click on "Visit All" next to "Scholarships, student loans, tuition".
I say "yes" to "Did you have any higher education expenses in 2019?"
It does not take me to the screen to enter my 1098T information.
Instead it takes me to "Tell us about your education plans", where it asks if I received a 1099Q or have a Coverdell ESA.
I answer "no" to the ESA and "yes" to the 1099Q.
Since I used TurboTax last year, it pulls in the Payer names from last year's 1099Q's.
I click "edit" on one.
I click on that it is for one of these dependents, and "continue".
I select my student's name, and "continue".
Then it tells me "You don't need to enter this 1099-Q info". I click on "skip".
Now the name of the Payer has disappeared from the listing of 1999Q's that I still need to enter (bad thing). I click on "continue".
It says "Now let's gather [student's] additional education expenses". I click on "continue".
It asks "Did [student] pay for books or materials to attend school?"
Below that there is a link for "Tuition and enrollment fees", which currently shows $0 of course (because I have not entered my 1098T information).
If I click on that link it explains the meaning of the field and says "Note: you entered this number in earlier"
... which of course I DID NOT because it never gave me a place to enter it !!!
How/where can I enter my 1099T information? What am I doing wrong? I don't see any steps that I skipped? Is this a bug in the TT Deluxe + state download version?
Thanks!
I see in another thread that you were able to resolve your inputs. I'm re-posting the solution here to perhaps help others.
To enter you Form 1098-T information, start by going to the Education section of your return using these steps:
Then, if you are not prompted to enter your 1098-T, go through the entire education expenses section of your return until you reach the screen titled “Your Education Expenses Summary”, then follow these steps:
I see in another thread that you were able to resolve your inputs. I'm re-posting the solution here to perhaps help others.
To enter you Form 1098-T information, start by going to the Education section of your return using these steps:
Then, if you are not prompted to enter your 1098-T, go through the entire education expenses section of your return until you reach the screen titled “Your Education Expenses Summary”, then follow these steps:
I have tried every suggestion listed in the FAQs and other support answers but I still am not getting the screen where I can enter the 1098-T. Its not giving me the screen that says "Did student get a 1098-T from school for 2019?" I've even reinstalled the software and same problem.
Here is how to address the issue:
Go to the Education Section under Deductions & Credits
Start at books and supplies. KEEP GOING. You can't jump to, you can't hit back KEEP GOING as though you have entered a 1098-T
Do NOT put in scholarship amounts when it asks if the scholarship is listed on Box 5 of the 1098-T because you are about to double up. KEEP Going. you are about to circle back.
Go through all screens. If says can't maximize because no expenses do not fret, Go all the way until it circles back to the Wages and Income screen.
You will be taken back into Education credit and click Edit on the student. It will ask if you had education credit.
Once you do you may see the Summary Page of the student. Hit edit on the top one that reads Tuition.
Finally it will ask if you had a 1098-T you say yes, and THERE IS WHERE YOU ENTER THE 1098-T
For me the 1098T screen did not appear until I finished entering all of my 1099Q info and got to a screen that listed all of my colleges. I was then able to click on Edit next to one of the colleges and enter the 1099T info.
Again, I think TurboTax should make this more intuitive. When you search for and go to 1099T, it should take you to a screen where you could directly enter the 1099T information, including the school info.
Hope this helps!
FINALLY! I spent nearly an hour trying to figure this out, looping around again and again. This member's answer solved my problem. I was finally able to enter my daughter's 1098-T. MUCHAS GRACIAS FRIEND!
To file your 1098-T please follow the steps below:
Additional Information on 1098-T's.
I ran into the same problem but discovered a work around while waiting on hold for Turbotax. While you are in that section, click on "Forms" at the top of the page. It'll open the form for Education deductions. There you can manually enter all of the 1098T info.
Forms will work on the desktop version very nicely. For the online versions use the search/jump to instructions as noted above.
Thank you so much! That is the only way I could get to the information entered. I updated the software and everything else that was suggested and nothing else worked. Very helpful!
This damned program will not let me enter the tuition and fees credit information on 1098-T. It says I entered it already. What is wrong with this program and where do I go to enter this information.
I have not run into this issue myself, but have heard that it has happened before.
Go to the Education Section under Deductions & Credits.
Start the "Expenses and Scholarship" section.
Start wherever it starts you off and go through the interview.
I was told that it will bring you back around full circle and let you enter the 1098-T.
Hi, I was able to enter 1098-T following your instruction. But the information I entered gets ignored by TurboTax. On the "Your 2019 Deductions & Credits" page, where you see the summary of both 2018 and 2019. The tuition number of 2019 is still 0
Go through these steps carefully and you will be able to update your tuition amounts on your 1098-T. You can edit your tuition amounts only from the Education Summary Page by editing the school information.
When you are signed in to your tax return, you can type 1098-t into the search bar at the top of the screen, hit enter, then click on the Jump to 1098-t link to get back to the education section in TurboTax.
You will be taken to the education section but the exact screen you will land on depends on where you left off. Click through the screens until you get to the Expenses Summary, which will list all students on your return.
In order to change the tuition amounts, you will need to click on Edit, next to the name of the student on the screen titled Your Education Expenses Summary.
That will take you to a screen titled Here's Your Education Summary.
From this screen, you can edit the tuition amounts by clicking on Edit next to the name of the school or clicking on Add New School if your school is not listed yet.
Please note that the Education Summary and Education Expenses Summary are 2 different pages.
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.
Got it. But this is a big glitch. You should really try to get it fixed in future updates.
I run in the same problem on my Mac. After entering the 1098T, and try to correct 1098T, will loop to education etc. But only to the expenses. Never go back to where I can re-enter the 1098T. Even using search 1098T and jump to. Turbo tax should correct this issue.
@pajakdwiina Type '1098t' in the Search area, then click on 'Jump to 1098t'.
At the Education Expenses Summary screen, EDIT your Student (screenshot).
At the Here's your Education Summary screen, EDIT your School (screenshot).
Click this link for more info on How to Enter a 1098-T.
Your screens may be slightly different in the MAC, but when you EDIT the school, the 1098-T entry should come up next.