Education

To enter information reported to you on Form 1098-T please follow these steps:

1. In your return, click on Federal Taxes > Deductions. [In TT Self-Employed:  Personal > Deductions & Credits > I'll choose what I work on]
2. In the Education section, click Start/Revisit next to Expenses and Scholarships (Form 1098-T).  [See Screenshot #1, below.]

If you haven't entered education expense information yet:

1. You will see a screen Do you want to enter your higher education expenses? click the Yes box.
2. If you are filing jointly with a spouse or have dependents, you will see the screen, Tell Us Which Person Was a Student in 2016, select the correct person from the list.  [Screenshot #2]
3. Continue through the screens, entering the requested information
4. On the screen, Did [your name] get a 1098-T from [school name] for 2016?, mark the Yes circle and click Continue. [Screenshot #3]
5. On the next screen type in the info from your 1098-T.
6. Continue through the rest of the screens, entering the requested information.  TurboTax will calculate whether a credit or deduction will give you the most benefit.

If you have already added some education information:

1. You will see a screen Your Education Expenses Summary. [Screenshot #4]
2. Click on Edit to review/revise the information you've entered.
3. On the next screen, Here's Your Education Summary, click on the Edit box next to the item you wish to access.