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5 replies

M
MinhT1
Level 15
February 10, 2020

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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C
Cathymomof4
Level 2
February 10, 2020

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
CatinaT1
Level 15
February 10, 2020

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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