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Turbo Tax states I didn't qualify for the Lifetime Learning Credit (true) but at the end won't let me submit a "simple" tax return because it says I earned the credit?

 
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KrisD15
Employee Tax Expert

Turbo Tax states I didn't qualify for the Lifetime Learning Credit (true) but at the end won't let me submit a "simple" tax return because it says I earned the credit?

No, not unless Box 5 is larger than Box 1 and you need to claim additional taxable income. 

Even then, the scholarship income can be entered without using Form 1098-T.

 

Do you need to report scholarship income? 

Did you get more in aid than what you paid towards tuition, book and supplies? 

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6 Replies
KrisD15
Employee Tax Expert

Turbo Tax states I didn't qualify for the Lifetime Learning Credit (true) but at the end won't let me submit a "simple" tax return because it says I earned the credit?

Please delete the forms associated with the education credit. 
Form 1098-T

Form 8863

 

Link for deleting forms in TurboTax  

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Turbo Tax states I didn't qualify for the Lifetime Learning Credit (true) but at the end won't let me submit a "simple" tax return because it says I earned the credit?

So I don't submit my 1098-T form at all?

KrisD15
Employee Tax Expert

Turbo Tax states I didn't qualify for the Lifetime Learning Credit (true) but at the end won't let me submit a "simple" tax return because it says I earned the credit?

No, not unless Box 5 is larger than Box 1 and you need to claim additional taxable income. 

Even then, the scholarship income can be entered without using Form 1098-T.

 

Do you need to report scholarship income? 

Did you get more in aid than what you paid towards tuition, book and supplies? 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Turbo Tax states I didn't qualify for the Lifetime Learning Credit (true) but at the end won't let me submit a "simple" tax return because it says I earned the credit?

Thank you!

Turbo Tax states I didn't qualify for the Lifetime Learning Credit (true) but at the end won't let me submit a "simple" tax return because it says I earned the credit?

How can transfer a photo of a Tax form from my Phone to Tax Return

BrittanyS
Employee Tax Expert

Turbo Tax states I didn't qualify for the Lifetime Learning Credit (true) but at the end won't let me submit a "simple" tax return because it says I earned the credit?

To upload a picture of your 1098-T, you will follow these steps:

 

  1. Sign in to TurboTax
  2. Click Deductions and Credits
  3. Search for 1098-T 
  4. Click Start next to 1098-T
  5. Answer general interview questions until you get to the screen, "How would you like to enter your 1098-T?"
  6. Click snap a photo with your phone (see screenshot below0

 

The 1098-T is a form used to provide information about educational expenses that helps determine an individuals qualifications for certain educational credits.  See the link below for more information on the 1098-T:

 

@ralphwallwork 

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