Hal_Al
Level 15

Education

@GRivera1 -

The 1098-T does get entered on  on both the parent's and the student's return, in your case.  

 

When you do his return, enter the 1099-Q first. Then enter the 1098-T. You will eventually reach the screen "amount used to claim the education credit"*. If TT has not prepopulated that with $4000 (assuming you claimed the maximum American Opportunity credit), you should enter (or change to) $4000.

TT will not try to give the tuition credit to your student-dependent, on his return, if you indicate, in the personal info section, that he is claimed as your dependent.

 

Be advised some people are saying they're not getting the "Amount used to claim the tuition deduction or credit" screen on the dependent’s . The alternate workaround is  to enter $4000 less than the actual box 1  amount, when you enter the 1098-T on the student's return or $4000 more in the box 5 amount.

 

* Go through the entire education interview until you reach a screen titled "Your Education Expenses Summary".  Click edit next to the student's name. That should take you to a screen “Here’s your Education Summary”. Click edit next to “Education Information”. When you get to the screen titled “Amount Used to Calculate Education Deduction or Credit”, verify the amount you want to use or change it.