What is the issue? Are you not able to file Form 1098-T? What does the error message say?
I have filed three times and each time rejected. The error is associated with the 1098t form. TurboTax says there is an issue with the form that will be corrected by 2/1/2020 and to file after that date. I tried today twice and same error. I was on the phone with Turbotax to troubleshoot the issue. They had me delete the form and re-add the information. As I re-added by 1098t information, the form was all over the place. I added one school for one child and then I was asked to add it again. There is definitely an issue with the form. Now that everything is re-entered, the refund total is off, and there seems to be a glitch. Now it says I have to mail my taxes in. I have been using Turbotax for 20 years and for the first time, an issue. I will use another company this year.
Yes, it's now fixed; at least for those just starting.
For those who started earlier, trying to get back to the beginning of the education section may not work. If so, Go through the entire education interview until you reach a scree 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
I have done all this and now it says I have to mail my taxes in because I submitted too many times after they said the issue was fixed.
Any one else having issues filing because of the 1098T form issues?
I am sorry to hear that you are also having issues. Leg us know if you have issues once you file and it is returned because of the 1098t form. I have never had issues with Turbotax until this year. I hope they fix things soon. I dont want to mail my forms.
We are having the same issue with the downloaded version. When I entered my son's 1098T it goes from asking the name and schools to putting in books and other fees. The screen that is supposed to be in between to enter the actual 1098T is missing. You can go to the forms view and enter the information on the worksheet which makes everything calculate properly, but we shouldn't have to do that. And I just did the taxes for the first time Tonight so you're situation fixed is wrong. Because when I opened the software it says there are no updates to download.
There is a major glitch in this system that needs fixed ASAP.
I agree. The issue needs to fixed ASAP. They also need to notify us prior to filing about the glitch and let us know when it is resolved. I have been waiting since last week. They say they fixed it on Feb 1st, but the problem still exists.
I am having the same issue. Turbo Tax completely skips past the entry of Form 1098T. It says I entered it earlier when I click on Tuition and enrollment fees. I just began this tax return within the last two hours.
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:
You are just giving instructions on how to submit the information, which is not the issue. There is a glitch with the 1098T section of Turbotax. I wish everyone would stop trying to give instructions and address the glitch with the section of the software. The information has been entered and I have tried to transmit. My return was rejected with the notification that TurboTax has addressed and fixed the 1098T issue and I can resubmit again after 2/1/2020. I transmitted on 2/3 and received the same response after I submitted, i.e. they have resolved the 1098T issue and I can submit after 2/1/2020. The issue with 1098T has not been resolved by TurboTax. I tried a few of the other tax software programs and they are also having an issue with the 1098T form.
I do apologize for the repeated instructions.
Try this and see if this helps. I understand some steps may be repetitive but it should fix whatever is going on and let you file your return.
This should eventually take you to the screen showing which deduction you can take.
After you pass this screen, run a review. The issue should resolve itself allowing you to file your return.
When I search "Where to add 1098T", the link takes me to the
Here are the steps to enter your Form 1098-T information:
In TurboTax online,
@Anonymous
Yes I am having almost the same problem - program says my son does not qualify and Numbers don add up, if i fill out form 8663 it says my son does qualify for education credit. can't get any information on this issue also other forms are messed up with bad information
Try this and see if this helps. I understand some steps may be repetitive but it should fix whatever is going on and let you update your return.
This should eventually take you to the screen showing which deduction you can take.
After you pass this screen, run a review. The issue should resolve itself allowing you to continue with your return.
I am having a problem with the 1098T in that when the amount carries forward the system is not reducing the Scholarship amount by the scholarship amount paid out to the university. Consequently the full scholarship amount is adding into taxable income on the 1040 and other forms. Which of course increases taxes.
I can get around it by just entering the net on the 1098T but I shouldn't have to do that!!!
It worked fine last year!!
Use the Chrome browser, not the app
Click the three dots in the upper right corner
Select Settings
Privacy and Security
Clear browser data for all time
Then sign in to TurboTax on the Chrome browser
Go to Tax Tools, Tools, Delete a Form and delete Form 1098-T for the school and delete the Education and Fees Summary
Go to the program
Federal
Deductions and Credits
Education
1098-T
Delete the student
Then enter the 1098-T again for the student
Sometimes computer browsers will retrain old data and overwrite the updates.
To qualify for the American Opportunity Credit, your 2020 modified adjusted income or MAGI can't exceed $90,000 ($180,000 if filing jointly).
For the Lifetime Learning Credit, your 2020 MAGI can't exceed $69,000 ($138,000 if filing jointly).