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What does this mean ? *College Tuition Qual Exp Optimization Wk Person must be entered * (there is a drop down list with 4 options) Taxpayer, Spouse, Dependent, Other

 
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2 Replies
VictoriaD75
Employee Tax Expert

What does this mean ? *College Tuition Qual Exp Optimization Wk Person must be entered * (there is a drop down list with 4 options) Taxpayer, Spouse, Dependent, Other

You must indicate on your return who the qualified education expenses were for. The individual must be listed as either a spouse or dependent on your return in order to claim qualified education expenses. 

 

To enter qualified education expenses in TurboTax Online:

  • Under Federal, click on Deductions & Credits
  • Under Education, click on Start/Revisit next to Expenses and Scholarships (Form 1098-T)
  • Answer YES to the question Do you want to enter your higher education expenses?
  • Add a Student. You will choose an individual on your return from the dropdown menu on the next screen.
  • Continue answering the questions through the remaining screens and enter the school information and dollar amounts paid
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What does this mean ? *College Tuition Qual Exp Optimization Wk Person must be entered * (there is a drop down list with 4 options) Taxpayer, Spouse, Dependent, Other

Thanks!

 

So seeing as how I'm not married and don't have kids, I should leave this all blank then ?

(assuming this does not refer to me since I am in college but also working - age: 30)

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