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Education
I figured it out. For any others who are interested in this:
- From Form view, navigate to the Tuition Summary form.
- Click on the Quick Zoom button for the Student Information Worksheet for Dependents.
- From the Open Student Info Worksheet, select the applicable student's form. Note: If you have more than one dependent with a Student Info Worksheet, there is no indication whose form you are opening until you actually open it.
- Click on the Finish button. The Student Info Wk displays in a new tab.
- In Part VII, select the credit you want applied.
- Click the Quiz Zoom button to return to the Tuition Summary.
Note: If you have multiple students, repeat the steps above for each student, prior to completing the next step.
- On the Education Tuition and Fees Summary form, in Part II, select the checkbox for Step 3.