Cynthiad66
Expert Alumni

State tax filing

@gbeck11 - Yes he will file his form 1098T because he may qualify for the AOTC credit.  I will show steps to file below.

 

 Only file the states that taxes were withheld.  He will file as a non-resident of those states and a resident of Georgia since that is where he maintained his residence.

 

Your domicile is your permanent home. The general rule when you move to a new state is that, for state tax purposes, you maintain your old domicile until you establish a new domicile in the new state. A temporary residence, such as a hotel, does not constitute a change in domicile.

 

How to file your Form 1098-T

 

 

Here's how to enter your 1098-T:

  1. Open or continue your return
  2. Select Search and search for 1098t 
  3. Select the Jump to link in the search results
  4. On the Do you want to enter your higher education expenses? screen, answer Yes
  5. Answer Yes to Did you get a 1098-T for the year? and Continue
  6. On the next screen, you can choose how you'd like to add your 1098-T. You can upload a digital copy from your computer or type it in yourself. Select which option you'd like and Continue
  7. If you need to enter a 1098-T for someone else, continue through the screens until you get to the Your Education Expenses Summary screen, then select Add A Student

Some important tips about entering this form:

  • Enter your 1098-T exactly as is, even if the amounts are wrong (this is common). You'll get a chance to correct this info and enter additional expenses later on
  • Leave blank boxes blank. Don't enter 0 for any blank boxes on the form, as this generates errors
  • Parents: If the student listed on the 1098-T is your dependent, enter the 1098-T on your return, even if your dependent paid the tuition
  • Students: If you're not being claimed as a dependent, enter the 1098-T on your return regardless of who paid the tuition, unless it was your employer. In that case, just keep the 1098-T with your tax records
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