If you review the Education section, at the end of it, Turbo Tax will analyze the amount of tax savings you will get for each tax benefit. If you don't want the largest refund, you will have the opportunity to see other options. Here is how:
- Log in and Continue your return.
- Use the search box toward the upper right corner to search for 1098-T.
- Click Go to 1098-T. Click through the screens until you get to the one titled, Next, We'll See Which Deduction or Credit Will Save You the Most. on this screen, you will see if you qualify for other tax breaks.
- Click Maximize My Education Tax Break.
- When the analysis is complete, click Continue.
- Turbo Tax will recommend the one that increases your refund the most. Underneath that, you will see, Show Me Results for What Else I Qualify For, in blue. Click that and it will show you the other tax breaks, for which you qualify.
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