1337160
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

mcoolidge
New Member

Should I enter the information from my dependent's 1098-T?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions
AlanT222
Expert Alumni

Should I enter the information from my dependent's 1098-T?

Yes, if you would like to take the education credit.  

Here's how to get to the 1098-T screen if you haven't visited the Education section yet:

  1. Open (continue) your return, if you don't already have it open.
  2. Search for 1098t and then select the "Jump to" link or "Go to" button at the top of your search results.
  3. On the Your Education Expenses Summary screen, select Add A Student.
    • If you get taken to a different screen, skip to Step 6.
  4. Select the student whose name is on the 1098-T and answer the questions that follow (the type of degree, full-or half-time, etc.)
  5. After you enter the name of the school, the next screen will ask if that school sent you a 1098-T. Answer Yes and proceed.
  6. If you've already gone past the 1098-T screen, the "jump to" and "go to" functions will take you to Now let's gather additional education expenses or a different screen. Just keep going until you reach Your Education Expenses Summary. On this screen you can either:
    • Select Add A Student if you need to enter a 1098-T for someone else (and then resume steps 4 and 5 above); or
    • Select Edit for the student in question, and then either the first Edit button on the next screen (to revisit the 1098-T for a previously-entered school) or Add New School to enter a new 1098-T.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

1 Reply
AlanT222
Expert Alumni

Should I enter the information from my dependent's 1098-T?

Yes, if you would like to take the education credit.  

Here's how to get to the 1098-T screen if you haven't visited the Education section yet:

  1. Open (continue) your return, if you don't already have it open.
  2. Search for 1098t and then select the "Jump to" link or "Go to" button at the top of your search results.
  3. On the Your Education Expenses Summary screen, select Add A Student.
    • If you get taken to a different screen, skip to Step 6.
  4. Select the student whose name is on the 1098-T and answer the questions that follow (the type of degree, full-or half-time, etc.)
  5. After you enter the name of the school, the next screen will ask if that school sent you a 1098-T. Answer Yes and proceed.
  6. If you've already gone past the 1098-T screen, the "jump to" and "go to" functions will take you to Now let's gather additional education expenses or a different screen. Just keep going until you reach Your Education Expenses Summary. On this screen you can either:
    • Select Add A Student if you need to enter a 1098-T for someone else (and then resume steps 4 and 5 above); or
    • Select Edit for the student in question, and then either the first Edit button on the next screen (to revisit the 1098-T for a previously-entered school) or Add New School to enter a new 1098-T.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question