JulieR
Expert Alumni

Education

You can claim your daughter's 2018 qualified education expenses that you incurred while she was attending a qualifying educational institution on your tax return. You don't necessarily need a Form 1098-T to claim any of the various federal tax benefits for educational expenses.  Such as the following: 

1) American Opportunity Credit

2) Lifetime Learning Credit

An official 1098-T is not absolutely required in order to claim any of them.  The IRS does not explicitly mandate that you as a taxpayer have a 1098-T.  There are exceptions to the rule.  Proof of your expenses in the form canceled checks to your school, bank statements, or a statement of student account from your school's registrar office is good enough to satisfy the recordkeeping provisions of the law.

In TurboTax, you'll simply tell the program that "yes" you incurred educational expenses, but that "no" you don't have a 1098-T.  You'll then be presented with the opportunity to input the dollar amounts of your educational expenses