1. Did you receive any of the following Tax Free Benefits last Year?
Answer: Yes
Tell us if the scholarship amount from Box 5 of your 1098-T includes any of the following.
Answer: Tax-Free Employer-provided assistance.
I choose this option because I am a full-time employee at the university I am also getting my masters(part-time student) from, and they paid the full amount in box five under their employee tuition exemption
program.
What portion from box 5 on your 1098-T is from tax-free employer assistance?
Answer: The entire amount.
2. Did you receive a scholarship or grant in 2021?
Answer: Employer-Provided Assistance. Again I choose this option.
Info Box: Enter the amount received? Don’t include amounts already listed on W-2 or another tax form. Some employers provide education benefits to employees, including payments for tuition, fees, books, supplies, and equipment required by a school. If a student paid for these expenses and was reimbursed by an employer, enter that reimbursement amount not already listed on a 1098-T, W-2, or another tax form.
Before I read the info box under the second question I re-entered the box five information and my refund disappeared. Once I read it though I took box five off, and my refund appeared.
The bold said don’t include anything from another tax form so that means the 1098-T correct?
Also, I did not pay for my expenses so I was reimbursed for nothing. Basically, If I am understanding this right, even though both questions are similar, I am only supposed to answer box five from the first question, but leave the second one blank because the info box answer doesn’t apply to me.
Correct?
