Education

If there is an amount left over that is not reimbursed by your job, but that was paid by the loan, then you may qualify for an education credit based on that left over amount.

You will enter your work reimbursements in the Scholarships/Grants section of the education part of your return.  

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 (without entering any information yet) 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.

After you have completed the section for your Form 1098-T, you should be on the Education Summary page.  From here:

• Click Edit beside Scholarships/Grants (for all schools) 
• Answer Yes to expand the page
• Enter your reimbursements in the box labeled Employer-Provided Assistance