KathrynG3
Expert Alumni

Education

No, there is not a glitch. You are correct, however, that the $10,000 would apply to the Lifelong Learning Credit, not American Opportunity Tax Credit maximum of qualified education expenses.

 

I recommend deleting the 1099-Q and 1098-T. Then, re-add them as described below.

  1. To delete your existing education expense details, go to the education area of your return:
    1. From the left menu, select Federal
    2. Deductions & Credits
    3. Scroll down to Education and click Show more
    4. Delete each of the three input areas that you have anything entered: 1099-Q, 1098-T and 1098-E 
  2. Verify these areas are deleted:
    1. From the left menu, select Tax Tools
    2. Tools
    3. Delete a Form
    4. Delete education related forms if they are still listed. These could include 1098-T Wks, Form 1099-Q, Form 1098-E, Education Tuition and Fees Summary
  3. Return to the Education section of your return and input your details again
    1. From the left menu, select Federal
    2. Deductions & Credits
    3. Scroll down to Education and click Show more
    4. Begin by entering your  ESA and 529 qualified tuition programs (Form 1099-Q) and then enter your Form 1098-T details.