AlanT222
Expert Alumni

Education

Yes, if you would like to take the education credit.  

Here's how to get to the 1098-T screen if you haven't visited the Education section yet:

  1. Open (continue) your return, if you don't already have it open.
  2. Search for 1098t and then select the "Jump to" link or "Go to" button at the top of your search results.
  3. On the Your Education Expenses Summary screen, select Add A Student.
    • If you get taken to a different screen, skip to Step 6.
  4. Select the student whose name is on the 1098-T and answer the questions that follow (the type of degree, full-or half-time, etc.)
  5. After you enter the name of the school, the next screen will ask if that school sent you a 1098-T. Answer Yes and proceed.
  6. If you've already gone past the 1098-T screen, the "jump to" and "go to" functions will take you to Now let's gather additional education expenses or a different screen. Just keep going until you reach Your Education Expenses Summary. On this screen you can either:
    • Select Add A Student if you need to enter a 1098-T for someone else (and then resume steps 4 and 5 above); or
    • Select Edit for the student in question, and then either the first Edit button on the next screen (to revisit the 1098-T for a previously-entered school) or Add New School to enter a new 1098-T.
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