Hal_Al
Level 15

State tax filing

The 1098-T is only an informational document. The numbers on it are not required to be entered onto your tax return. However receipt of a 1098-T frequently means you are either eligible for a tuition credit or possibly your student has taxable scholarship income (that goes on his return, not the parent's).  There is an income limit for claiming a tuition credit ($90K, 180K married).

 

 

Q. I added the 1098-T to the TurboTax. There is no refund change to the Federal tax return. But there are some changes to my MA State refund. What should I do now?

A. Enter the 1098-T. If your federal return does not change, do nothing with it (only the worksheets changed, not the actual IRS forms).  File the revised MA return. 

 

Verify that you are not eligible for a federal tuition credit.  There is a way for the parents of kids on scholarship to get the credit. 

See this TT support article https://turbotax.intuit.com/tax-tips/college-and-education/what-are-education-tax-credits/L7TuLrVqZ

and

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-credits-deductions/education-tax-cre... shorter

 https://www.irs.gov/Individuals/AOTC

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