Hal_Al
Level 15

Deductions & credits

Q.  I suspect it gets entered on the Page "Did XX Pay for Books and Materials to attend school," in the box labeled "Books and materials required to be purchased form the school."?

A.  Yes, you can enter it there.  But,  if "This was part of the Box 1 in the 1098-T", you don't enter it again.  It's already accounted for.   

 

Q. She also had a $50 Wellness Fee.  Is there anywhere to enter this?

A. Yes, you can enter it in the same place. The fee counts if it was "required for attendance" and is paid by all students. 

 

Alternatively, at the 1098-T screen, click on the link "What if this is not what I paid the school" underneath box 1. You will then be able to enter the actual amounts paid, including those fees. 

 

 The 1098-T is only an informational document. The numbers on it are not required to be entered onto your tax return. 

If you claim the tuition credit, you do need to report that you got one or that you qualify for an exception (the TurboTax interview will handle this)

You claim the tuition credit, or report scholarship income, based on your own financial records, not the 1098-T.  The 1098-T that you enter in TT is not sent to the IRS.

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