Education

My son will claim his daughter as a dependent on his taxes. What is the best way for him and her to file their taxes?

My granddaughter has $4,004.90 payments on line 1 of 1098-T. She also has $1,675.00 on line 5 of 1098-T. Her wages, tips and other compensation on her W-2 line 1 is $14,898.00.  Her father will be claiming her as a dependent and he paid for her tuition.  What is the best way to file his and her taxes?

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5 months ago

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pawelskyLevel 2

People Worksheet indicates erroneussly Student status as "Yes" for my spouse. This is incorect. How do I fix the worksheet?

I no longer see the question in the "Personal Info" section of the interview, pertaining the student status.. Also, you can no longer clear nor delete the People wks. form in TT Desktop version. 

421

5 months ago

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17729963761Level 1

Graduate student Fellowship award

Hello,Where/ how in TT to report Felowship stipend  for graduate student.  The university was not sending out w2 or any form  as it considered an award, not pay. 

882

earllaLevel 2

College deduction not received for spring semester of senior year

I am preparing my sons taxes, he claims himself on a single filer return.  He paid the spring 2025 tuition 12/27/2024 out of a college advantage account directly to the university.  Therefore, he did not get a 1099-Q in 2025.  In 2024 the university 1098-T did not check box 7 stating that tuition related to 2025.  In 2025 we did not get a 1098-T for the tuition for spring semester 2025 we only got a 1098-T for scholarship dollars that were applied to his account in January 2025.  If I use turbotax premier and fill in only the 1098-T that he received for the scholarship, he does not get the $1k college credit.  The university does not think the 1098-T is prepared incorrectly on their side.  How should this be reflected in turbotax so he gets the deduction given the documents that I have?

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tiffany-jewell-johnsonLevel 1

We use the "Ohio Autism Scholarship" to cover most of our son's tuition to a specialized all-autism school. Can we also claim the nonchartered tuition credit?

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joseph-t-krolLevel 1

Hi, I need to get my daughter's PIN number to resubmit but found out that she received a 1098-T from college. I'm taking the standard deduction do I need to enter it?

If I should enter it where? I can't seem to get to a place where I can put it in.

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walte182Level 2

TurboTax is not providing a space to enter qualifying education expenses. I am the recipient of a 529 distribution and my nondependent child is the beneficiary. Where?

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missmelissa-pLevel 1

I am a Fulbright ETA and I don't know if I need to claim my grant.

I worked full time teaching last year so the grant does not exceed my income. Still, is this something I need to claim as income if it is a grant? I have heard multiple advices...some people say yes and some people say no, claim it as a scholarship?

341

ben72278Level 1

If my child started kindergarten in august in illinois, am i supposed to claim the whole years tuition or just half?

No text available

741

j-jorgensenLevel 1

Received Form 1099-Q. Distributions to me but for granddaughter, who is beneficiary of 529 and we paid her tuition, etc. I have 1098-T. How do I enter?

Granddaughter if beneficiary of the 529 account, I am the owner. Distributions to me. Paid granddaughter's tuition, etc. How do I enter 1099-Q and 1098-T data?

551

j-jorgensenLevel 1

From a 529 account that I am the owner, I paid distributions to granddaughter to pay tuition, etc., how do I indicate this?

Received distribution from college 529 account that I own and transferred to granddaughter, who is the beneficiary. How do I indicate this?

621

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emma18gunterLevel 1

Do I qualify as a full time student in high school jan-may 2025 -- graduated -- i don't remember how many days I went in may. was I considered a full time student?

Would I be considered a full time student if I graduated in May 2025?

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jacklstickneyLevel 2

On the Do-It-Yourself Premium product, dependent input form, there wasn't a box to check for 'Full-time Student'. Where can I correct that? It automatically used 'Other'.

How do I indicate my dependent is a 'Full-time-student'

681

linda-s-whiteLevel 1

I went to two college programs in 2025, both more than half time. How do I deduct the expenses from both schools? Do I require 1098T's from both too?

How do I deduct expenses for 2 schools?

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wilensdavidLevel 2

1099-Q and 1098-T questions

My son is not a dependent.  We paid for his 2025 graduate school via a 529 qualified withdrawal equal to the tuition charges from his school via direct payment to the school from the 529 plan. My son received the 2025 1099-Q for the withdrawal total of $13,388 and a 1098-T for the schools payments received of $16,440 (minus a scholarship of $3,052).  These amounts match so there should not be any income attributable to my son for the 529 withdrawal. On his tax return, schedule 1 (line 1z) is showing $5,218 of additional income from the 1099-Q withdrawal.  This doesn't make sense to me as he didn't receive the money directly, and 100% of it was used for qualified tuition expenses. Can someone help me to figure out how to correct in Turbotax?  We are using the desktop Mac version. 

3353

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retired_ccieLevel 1

2025 PhD Stipend as earned income

I am trying to follow a similar path as previous years to enter a PhD stipend so it shows as earned income allowing for Roth IRA contributions. In previous years, I have followed the 1098-T path with success.  However, this year, after following this path I still show an excess Roth IRA contribution and associated tax.  Any ideas? UPDATE: I was able to fix this by going to the forms view and manually updating field 16b2 on the Earned Inc Wks.  I am not sure why the interview process didn't update this (I guess I didn't enter a field correctly). 

1291

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game444050Level 1

Is this your first year of college or eligible school as of January 1, 2025?HOw do I answer this if I am in my 3rd year of college?

eligible school what year can you say yes

351

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user17727983837Level 1

Foreign University Scholarship as Compensation

I receive a scholarship from a foreign university as compensation for working in a research laboratory. Do I need to report this as foreign income?

511

joeyliguorLevel 1

If Starbucks College Achievement Plan helped payed for my tuition except taxes on 13,483$, do I put that in employer assistance or is it already in the 1098-T in box 1?

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1081

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tatianasmithlove1234Level 1

How do I fix my 1098-T form

No text available

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aconyeLevel 1

Turbo tax asked me if I paid any student loan for my daughter. I replied yes, and more info was requested- 1098-E. my question is: can I use the form sent to her?

Can I use the 1098-E form sent to my daughter, since I am paying off the loan?

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codjorge21Level 1

I do not have a W-2 but I have a 1098-T

I did not receive a W-2 but I did get a 1098-T how do I file?

462

JNevittLevel 2

Turbo Tax giving "Did not attend eligible educational institution" error

I'm noticing the College Student Information entered on the People Worksheet is not transferring correctly over to the Student Information Worksheet and the resulting ERROR message is generating a Did Not Attend eligible educational instituion error....I've entered 3 separate 1098's for dependent children in college and each time I get this error...Also, the pror year AOC or Hope Credit information doesnt seem to be carrying forward from prior years....I know the People Worksheet in new in 2025 with respect to entering in the eligibility data.......did Turbo Tax redesign drop the ball here? what am i potentially doing wrong? Is anyone else experiencing this error message? Thanks

1691

loganjaynefLevel 1

Online Turbo Tax doesn't remove ineligible school tax credit. Is there anyway to override this?

No text available

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