Hal_Al
Level 15

Education

Q.  Can we take the Lifetime Learning Credit in 2020 without receiving a 1098-T?

A. Yes

 

Q. If we do, will we get audited?

A. No

 

Q. Turbo Tax is requiring that the 2019 1098-T have an amount in Box 2, however, the form instructions do not mention that requirement, only that Box 7 was checked for 2019.

A. Answer yes to the box 2 question.  It's the only way to get TT to give you the box 7 question.

 

Q. If we can take the Lifetime Learning Credit in 2020, how do we enter that in Turbo Tax?

A. Follow the education interview.  In particular, answer yes when asked if you have an exception to not getting a 1098-T

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