Education

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 at the top of your search results.
3. On the Education Expenses screen, answer Yes to Did you go to college or vocational school?
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.

From the Education Expenses Summary screen you can:

• 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 to revisit the 1098-T for a previously-entered school or Add New School to enter a new 1098-T.

Some important tips about entering this form:

• Parents: If the student listed on the 1098-T is your dependent, enter the 1098-T on your return – even if your dependent paid the tuition.
• Students: If you're not being claimed as a dependent, you can enter the 1098-T on your return regardless of who paid the tuition unless it was your employer. In that case, just keep the 1098-T with your tax records.