ColeenD3
Expert Alumni

Education

Please see this answer from NicoleU.

 

Per the IRS, you will need to provide the following information and proof regarding your payment:

  • You can demonstrate that you were enrolled at an eligible educational institution (you may need to ask your school), and 
  • You can substantiate the payment of qualified tuition and related expenses. You should keep records that demonstrate your enrollment and showing you paid qualified tuition and related expenses, like cancelled checks, receipts or documents that provide payment detail.

In TurboTax, you may need to do the following to reflect your expenses

  1. Select Federal Taxes (Personal in the Home & Business edition).
    In Online TurboTax, click the bars at the upper left corner to show Federal Taxes on the selection list; enlarge the screen if needed to show the left side selection list.
  2. Select Deductions & Credits, and in the new screen, click on I'll choose what I work on.
  3. Scroll down the Education screen .
  4. Click on the Start/Update button next to the Expenses and Scholarships (Form 1098-T) category.
  5. Your Education Expenses Summary page, click Edit
  6. Here's Your Education Summary page, you will need to click Add New School
  7. What's the Name of Your School?, click Continue
  8. Did You get a 1098-T from _____for 2016?, choose No
  9. Then follow the prompts, until you see a Enter the Tuition You Paid page