Entering your W-2 information and your education expense information on your Form 1098-T are two unrelated items except for the fact that they both come from the same place. 

You will simply enter the information on your W-2 form in the W-2 section of the tax return along with any W-2s that your spouse has received.  As more than one W-2 is entered, be sure to watch for a button to select whose W-2 you are working on.

Then, you will go to a different section of your return to enter the information reported on your Form 1098-T, along with any other educational expenses not reported on the form.

Use the following steps to go directly to either of these sections of your return.  Substitute either “W-2” or “education” for “search term” in the steps.

• On the top row of the TurboTax online screen, click on Search (or for CD/downloaded TurboTax locate the search box in the upper right corner)

• This opens a box where you can type in “search term” (be sure to enter exactly as shown here) and click the magnifying glass (or for CD/downloaded TurboTax, click Find)

• The search results will give you an option to “Jump to search term”

• Click on the blue “Jump to search term” link

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