Is the link between "College Student Information and Student information worksheet broken?

Forum|Forum|7 months ago
February 7, 2026
30 replies
188 views

I revised all entries. Problem persits

TurboTax Online

RobertB4444

Alumni - Intuit

Please clarify - what error messages are you seeing and what are you attempting to do that is not carrying over?

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MarcosPass42Author

Level 2

I am using the desktop Premium version.

The entries in the college student information work sheet donot carry correctly into the student person worksheet. Even if I entered correct entries in the student worksheet to classify the student as eligible for the student credits, the entries in the People student worksheet reverses the entries and do not qualified the student for the credits.

I just spent 2 hours with customer support and tax expert. they shared my computer and saw the problem.

In addition the form 1099-Q questionnaire has a section that is obsolete. It asks for distributions before and after July 4, 2025. The progarm does not let you answer. The program says that programmers are still working on Obra recent law changes.

For your information: The IRS does not have any law updates or proposal to amend 1099-Q.

OBRA is a 1993 law.

If you are confused. so am I.

The only help I received today is that there are two program udates in February 2026, the 18th and 25th.

Thank you for your message.

anonymouse1

Level 6

Part IV of the Student Info worksheet says you can't enter information there (you can, but sometimes it gets changed). It says to use the People worksheet for the student instead - there's even a QuickZoom link to that worksheet so you don't have to scroll to the bottom of Forms to get there. I haven't had a problem with TT changing my information after I entered Room and Board in the student's People Worksheet. But you have to go to the Forms, which users are reporting is not possible in the Online version. There is no interview process asking about qualified educational expenses. There is supposedly a fix (for the desktop version? Or online as well?) coming out tomorrow.

cardsfor4

Level 2

I have been having the same issue for several days! I have tried overriding, and still will not take. I look for updates daily, but none yet. 😞

MikeKillor56

Level 2

I have been having the same issue, I am using Turbotax Home & Business desktop. Part 1 and Part 2 of the Student Information worksheet state you need to enter the data on the People Wks, that you cannot enter the data on the Student Info worksheet. However, when I enter the data on the People Wks some of the answers carryover to the Student Info worksheet incorrectly. Particularly the answers to questions 2 thru 4 in Part 2, this now states that I am not enrolled in an eligible education institution causing the Lifetime Learning credits to be dissallowed. Why does the program not carryover the correct YES answers, why are the answers being changed to a NO? And an override does not work either. Is there a fix for this, if not the program is useless since it won't properly calculate the Education Credits.

MarcosPass42Author

Level 2

The problem was solved with the 2/18/2026 upgrade.

I had the same problem. Once the software was updated, I deleted the student People information. and I was able to reenter the information . The transfer to student education worksheet was populated correctly.

I hope this helps

MikeKillor56

Level 2

Thanks for your reply, but unfortunately it is still not working and my software is updated through today, 3/1/26. I am assuming because I am using the Home & Business version of the software, not the Premium version? All I know is I just updated the software, which I do every time I open it, and did what you suggested. I deleted the People worksheet, re-entered the correct information yet the Student Education worksheet is still showing the wrong answers. So obviously still not calculating the eligible Lifetime Learning credit.