Hello,
I received my 2019 1098-T from my college. I graduated in Spring 2019, my final semester. The 2019 form reflects nothing in box 1 or 2 regarding tuition (different from evert 1098-T prior), however my tuition scholarship is still present. Given this, my refund takes a hit as without context it seems I have a lot of money from the university with no tuition being spent on.
However, in my actual student account where I paid my expenses, for Spring 2019 I can see a charge of the tuition as well as the credit from the tuition-only paying scholarship (as was the case each semester). They always cancel each other as they are posted at the same time each semester. I emailed my school account rep and they confirmed the tuition was charged in December 2018 but paid in January 2019.
Is this the situation where I check the box on Turbo Tax that says “this is not what I paid” and enter the tuition amount I paid? Or do I strictly upload the informational 1098-T and take the loss, as that box does not apply to me? I don’t want to submit this form incorrectly and have to sort out a wrong filing, but I also need help on uncovering the real and fair situation I file on.
