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Where do I include the forms : 1098-E and 1098-T?

 
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5 Replies
MinhT1
Expert Alumni

Where do I include the forms : 1098-E and 1098-T?

To enter your form 1098-E in TurboTax, follow these steps:

  1. Open your tax return
  2. Click on Federal in the left panel.
  3. Click on Deductions & Credits at the top
  4. Scroll down to the Education section. Click Show more 
  5. Select Start next to Student Loan Interest Paid (Form 1098-E)

 

To enter your form 1098-T in TurboTax, follow these steps:

  1. Open your tax return
  2. Click on Federal in the left panel.
  3. Click on Deductions & Credits at the top
  4. Scroll down to the Education section. Click Show more 
  5. Select Start next to Expenses and Scholarships (Form 1098-T)
  6. On the next page, click on Add a Student. Or if the student has already been added, click on Edit next to the name of the student. After a few screens, answer Yes on the page Did [student] get a 1098-T for the year 2019?
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Where do I include the forms : 1098-E and 1098-T?

When I get to the screen to enter the 1098 info, it says "You've done a great job of starting your taxes early, but the IRS is still working on finishing up the education expenses area (Form 8863) for 2019.  That means this area isn't quite ready yet." It also says that it will be ready January 8 which was a month ago.  I've updated my TT2019.  Any other thoughts?

CatinaT1
Employee Tax Expert

Where do I include the forms : 1098-E and 1098-T?

To file your 1098-T please follow the steps below:

  1. Open (continue) your return, if you're not already in it.
  2. In TurboTax, search for 1098T .
  3. Click Jump to 1098T in the search results.
  4. Answer any education questions that pop up (enrollment status, name of school, and so forth).
  • If you land on the Education Expenses Summary screen, click Edit next to the student in question, then edit the Tuition item.

 

Additional Information on 1098-T's.

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Where do I include the forms : 1098-E and 1098-T?

I just updated TT within TT using the button under the Online tab and it updated and included the form 8863.  I'm not sure why it didn't completely update when I used the update on opening.

 

ThomasM125
Expert Alumni

Where do I include the forms : 1098-E and 1098-T?

TurboTax updates the program based on changes in the tax law that can and do occur after the tax filing season has begun. That may be why the form 8863 did not show originally in your return.

 

When you finalize your return and prepare it to be filed, you will be instructed that you cannot file yet if updates are pending based on the forms and schedules in your program.

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