Education

If your name is coming up as the student, you should delete form 1098-T and start again.

 

How do I view and delete forms in TurboTax Online?

  • Open or continue your return in TurboTax.
  • In the left menu, select Tax Tools and then Tools.
  • In the pop-up window Tool Center, choose Delete a form.
  • Select Delete next to 1098-T  in the list and follow the instructions.

 

Here's how to get to the 1098-T screen directly:

  1. Open (continue) your return, if you don't already have it open.
  2. Search for 1098t and select the Jump to link at the top of your search results.
  3. On the Do you want to enter your higher education expenses? screen, answer Yes.
  4. Answer Yes to Did you get a 1098-T for the year? and Continue.
  5. On the next screen, you can choose how you'd like to add your 1098-T. You can upload a digital copy from your computer or type it in yourself. Select which option you'd like and Continue.

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.
  • Enter your 1098-T exactly as is even if the amounts are wrong (this is common). You'll get a chance to correct this info and enter additional expenses later in the Education interview.
  • Leave blank boxes blank. Don't enter 0 for any blank boxes on the form, as this generates errors.

 

@justjennieh