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Get your taxes done using TurboTax
Look at your 1098-T. Is Box 5 a larger amount than Box 1? If so, you don't qualify for the Education Credits. The credits are to help you with 'out of pocket' education expenses.
Look at your Form 1040, Line 20. This is where the Lifetime Learning Credit would show (if you qualified).
In the left-side menu, click on Tax Tools > Tools > View Tax Summary > Preview 1040.
If you don't see a credit there, you could delete the 1098-T from your return (just keep it for your records) and stay in your current version.
If you do see a credit, you may want to upgrade.
Click this link for steps on How to View and Delete Forms in TurboTax Online.
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‎February 23, 2022
6:36 PM
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