DaveF1006
Employee Tax Expert

Education

When she begins in the educational section, the first question it asks if she received a 1098T for 2019. She would say "no." Next question asks OK, let's see if you qualify for an exception. 

  1. If any of those three conditions mentioned are applicable then at the bottom of screen she will indicate that she qualifies for the exception.
  2. Then she would have to type in the school information INCLUDING the federal tax ID number at the bottom.  This number should be on a previous 1098T she may have received. This is crucial.
  3. Then she should be able to complete the questions and claim the credit.
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