AnnetteB6
Expert Alumni

Education

The following steps should work whether you are using TurboTax Online or one of the TurboTax CD/downloaded versions.

 

Start by going to the Education section of your return using these steps:  

  • On the top row of the TurboTax online screen, click on Search (or for CD/downloaded TurboTax locate the search box in the upper right corner)
  • This opens a box where you can type in “education” (be sure to enter exactly as shown here) and click the magnifying glass (or for CD/downloaded TurboTax, click Find)
  • The search results will give you an option to “Jump to education
  • Click on the blue “Jump to education” link

Then, if you are not prompted to enter your 1098-T, go through the entire education expenses section of your return until you reach the screen titled “Your Education Expenses Summary”, then follow these steps:

  • Click Edit next to the student name.
  • On the screen titled “Here’s your Education Summary”, click Edit beside Tuition.
  • Enter the information from your Form 1098-T.

You also asked about where to find Tax Tools for the CD/downloaded version of TurboTax.  There is a Tools menu at the top of the screen, but it is not necessarily the same thing as the Tax Tools option in the online version.  For the purposes of using Tax Tools to delete a form, this is done in the CD/downloaded version by going to the Forms tab in the corner of the screen, then highlighting the specific form in the list and clicking Delete at the bottom of the page.  

 

@berazz66

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