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New Member
posted Feb 13, 2023 7:30:49 AM

The system is trying to make me upgrade to Deluxe because it says I got the Lifetime Learning Credit, except I did not get that credit.

0 2 252
1 Best answer
Expert Alumni
Feb 13, 2023 8:01:24 AM

If you did not receive Form 1098-T and are not claiming the credit on Form 8863 then you should delete the Form.  A simple way to delete the Form is to use the Tools menu option which is on your left menu bar. See steps below:

 

  1. Choose Tools
  2. Delete a Form
  3. Look for Form 8863 in the list of Forms and click delete

Also, revisit the Education section under Deductions & Credits to remove any information that was accidentally entered. Below are the steps:

 

  1. Open TurboTax and sign in.
  2. Select Deductions & Credits then Review/Edit.
  3. Choose Education then Expenses and Scholarships (Form 1098-T). ...
  4. Follow the instructions to enter your expenses.

Also, see the Screenshot below:

 

 

 

@elunderwood97 

2 Replies
Expert Alumni
Feb 13, 2023 8:01:24 AM

If you did not receive Form 1098-T and are not claiming the credit on Form 8863 then you should delete the Form.  A simple way to delete the Form is to use the Tools menu option which is on your left menu bar. See steps below:

 

  1. Choose Tools
  2. Delete a Form
  3. Look for Form 8863 in the list of Forms and click delete

Also, revisit the Education section under Deductions & Credits to remove any information that was accidentally entered. Below are the steps:

 

  1. Open TurboTax and sign in.
  2. Select Deductions & Credits then Review/Edit.
  3. Choose Education then Expenses and Scholarships (Form 1098-T). ...
  4. Follow the instructions to enter your expenses.

Also, see the Screenshot below:

 

 

 

@elunderwood97 

Level 15
Feb 13, 2023 8:04:06 AM

The 1098-T is only an informational document. The numbers on it are not required to be entered onto your tax return. However receipt of a 1098-T frequently means you are either eligible for a tuition credit or possibly your student has taxable scholarship income. 

 

If you have neither, just don't enter the 1098-T.