cleocat1
New Member

Education

After trying several methods, I finally had to break down and call the help desk.  This is what I was told to do and it worked!

 

1). Go into Forms mode by clicking the Forms icon in the upper right hand corner of the TurboTax screen. You should see a list of all your forms on the left side of the screen now.

 

2). Click on the 1098-T Wks form shown in the list. Now you should see your Tuition Statement on the right side of the screen.

 

3). Near the top of the statement, you should see a section with the heading "1098-T Information (Required)." Under that section, see item B, which says "A Form 1098-T was received from this institution for 2019 with Box 2 filled in and Box 7 checked       Yes        No"

You can mark the Yes box by clicking it. 

 

Making this modification on the Tuition Statement form automatically modifies the 8863 form, part 3, line 22, question 3. 

 

You can verify that the 8863 form was updated by locating it in the forms list on the left and clicking it. Make sure you click the one that's labelled Form 8863 p2 (which is page 2 of the form).

 

To get back to regular mode, click the Step-by-Step icon in the upper right hand corner of the screen.