DianeW777
Expert Alumni

Education

Yes. Here's how to get to the 1098-T screen if you haven't visited the Education section yet: You will be directed to add a student or select one of your dependents who is the student.  Examples of education expenses can be found here.

  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.

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.

There is also a short video you can watch by clicking here. Some of the hyperlinks maybe useful as well.  Please update here is you have more questions. See IRS Publication 970 for greater detail.

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