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peta4paul
New Member

where do I add my Form 1098-T in the tax refund application on Intuit. My school issued me the form as I'm paying tuition fee directly from my pocket

 
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2 Replies
Hal_Al
Level 15

where do I add my Form 1098-T in the tax refund application on Intuit. My school issued me the form as I'm paying tuition fee directly from my pocket

In TurboTax (TT), enter at:

Federal Taxes Tab (Personal for H&B version)

Deductions & Credits

-Scroll down to:

--Education

  --Education Expenses and Scholarships (1098-T)

Follow the interview. You will eventually be asked if you received a 1098-T.

 

Here's a post on the five main points on the  1098-T:

https://ttlc.intuit.com/community/college-education/discussion/i-need-help-with-1098t-section-colleg...

See the 2nd reply

 

CesarJ
Expert Alumni

where do I add my Form 1098-T in the tax refund application on Intuit. My school issued me the form as I'm paying tuition fee directly from my pocket

To enter your 1098-T follow the instructions in this article:

 

Here's how to enter your 1098-T in TurboTax Online:

  • Navigate to Form 1098-T:
    • TurboTax Online/Mobile: Go to the 1098-T screen under Deductions & Credits.
    • TurboTax Desktop:
      1. Go to Federal Taxes.
      2. Go to Deductions & Credits. 
      3. If asked How do you want to enter…?, select I’ll choose what I work on.
      4. Under Education Credits, select Start or Update next to Expenses and Scholarships (1098-T).

Here's how to enter your 1098-T in TurboTax Desktop:

  1. Go to Federal Taxes.
  2. Go to Deductions & Credits. 
  3. If asked How do you want to enter…?, select I’ll choose what I work on.
  4. Under Education Credits, select Start or Update next to Expenses and Scholarships (1098-T).

Some important tips about entering this form:

  • Enter your 1098-T exactly as is, even if the amounts are wrong (this is common). You'll get a chance to correct this info and enter additional expenses later.
  • Leave blank boxes blank. Don't enter 0 for any blank boxes on the form, as this generates errors.
  • Parents: If the student listed on the 1098-T is your dependent, enter the 1098-T on your return, even if your dependent paid the tuition.
  • Students: If you're not being claimed as a dependent, enter the 1098-T on your return regardless of who paid the tuition, unless it was your employer. In that case, just keep the 1098-T with your tax records.

@peta4paul 

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