Education

To enter your other education expenses and your Form 1098-T, use the following steps shown below.  Go all the way through the section until you have entered your Form 1098-T and then you can select the different categories of education expenses to enter your additional qualified expenses.

Also, the article you referenced is discussing the Tuition and Fees Deduction, not the American Opportunity Tax Credit or the Lifetime Learning Credit.  They each have their own requirements for qualified expenses, including requiring books be purchased through the school in some cases.  After you have entered all of your information, TurboTax will determine which education tax benefit is best for your situation.

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.

@ChrisA75