ThomasM
New Member

Education

You still have about $1000 of unreimbursed expenses that may qualify for an education benefit.

Any reimbursement from your employer will be subtracted from your total education expenses and won't be included in the calculation.  There's a specific place in TurboTax where you will enter this reimbursement.

Click on the Federal Taxes tab, then select Deductions & Credits.  Scroll down to the Education section and select Expenses & Scholarships (Form 1098-T).

If you received a Form 1098-T from your educational institution, enter all the 1098-T information exactly as it's shown on the form, and hit Continue and you'll be on the Education Summary page.  Down where it says Scholarships & Grants select Edit, and you'll advance to the screen that says Did you receive a scholarship or grant in 2016?. Select "Yes" and an additional box will appear with choices for different types of scholarships/grants.  The bottom choice says Employer Provided Assistance.  Enter the reimbursement in this box.  TurboTax will make the appropriate calculation.

If you did not receive a 1098-T, then you'll check "no" when TurboTax asks if you received one, then you'll follow the prompts to determine if you qualify for an exception to the 1098-T requirement.  Assuming you do, then you'll follow the same steps above to enter both the total amount and the reimbursement amount.

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